LPLA icon

LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$723M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$231M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$773M
5
LPC
5
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
3
Morgan Stanley
New York
$203M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
5
BlackRock
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$35.3M -$53.2M -228,884 -60%
FPAS
77
Focus Partners Advisor Solutions
Missouri
$34.5M +$145K +623 +0.4%
FWP
78
Family Wealth Partners
North Carolina
$34.4M +$141K +608 +0.4%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$33.7M -$632K -2,717 -2%
Invesco
80
Invesco
Georgia
$29.9M -$102M -438,884 -77%
RP
81
Reinhart Partners
Wisconsin
$29.5M +$11.6M +49,909 +65%
Stifel Financial
82
Stifel Financial
Missouri
$28.6M -$5.16M -22,192 -15%
Victory Capital Management
83
Victory Capital Management
Texas
$27.9M -$11M -47,154 -28%
National Pension Service
84
National Pension Service
South Korea
$27.4M +$1.05M +4,524 +4%
Barclays
85
Barclays
United Kingdom
$26.9M +$14.4M +61,698 +114%
Comerica Bank
86
Comerica Bank
Texas
$26.5M +$2.57M +11,050 +11%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$25.6M -$469K -2,017 -2%
LPL Financial
88
LPL Financial
California
$24.7M +$1.32M +5,677 +6%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$24.6M +$2.79K +12 +0%
HBCM
90
Heron Bay Capital Management
Michigan
$22.4M +$1.46M +6,286 +7%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$22.1M +$10M +43,088 +83%
Jennison Associates
92
Jennison Associates
New York
$22.1M +$6.95M +29,895 +46%
IIM
93
INTECH Investment Management
Florida
$21.4M +$15.6M +66,932 +267%
Hudson Bay Capital Management
94
Hudson Bay Capital Management
Connecticut
$20.7M +$20.7M +88,947 New
SEI Investments
95
SEI Investments
Pennsylvania
$20.4M +$1.02M +4,382 +5%
IAM
96
Iridian Asset Management
Connecticut
$19.3M +$8.42M +36,212 +78%
Aviva
97
Aviva
United Kingdom
$18.8M +$405K +1,739 +2%
IP
98
Interval Partners
New York
$18.3M +$18.3M +78,746 New
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$17.6M -$644K -2,770 -4%
FVWA
100
Foster Victor Wealth Advisors
South Carolina
$17.1M +$4.2M +17,091 +32%
2 3
4
5 6