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LPL Financial
LPLA

Overview Fund Activity

606 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

Holders
606
Holders Change
-19
Holders Change %
-3.04%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
76
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
2
Millennium Management
New York
$301M
3
SC
3
Samlyn Capital
New York
$359M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.61B
5
EC
5
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$204M
3
Goldman Sachs
3
Goldman Sachs
New York
$68.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
$16.4M -$38.7M -191,060 -70%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$16.1M +$3.87M +19,139 +32%
CFM
103
Coronation Fund Managers
South Africa
$15.9M +$10M +49,532 +170%
Aviva
104
Aviva
United Kingdom
$15.4M +$6.41M +31,671 +71%
TIM
105
Thornburg Investment Management
New Mexico
$15.3M – – –
Man Group
106
Man Group
United Kingdom
$15.1M -$60.5M -279,721 Closed
Voloridge Investment Management
107
Voloridge Investment Management
Florida
$15M -$10M -49,570 -40%
LPL Financial
108
LPL Financial
California
$14.8M -$530K -2,620 -3%
FWIA
109
Fort Washington Investment Advisors
Ohio
$14.4M – – –
HBCM
110
Heron Bay Capital Management
Michigan
$14.4M +$8.02M +39,642 +126%
Renaissance Technologies
111
Renaissance Technologies
New York
$14.3M +$11.5M +56,900 +415%
Prudential Financial
112
Prudential Financial
New Jersey
$13.9M +$6.56M +32,398 +89%
SSA
113
Schonfeld Strategic Advisors
New York
$13.8M +$9.5M +46,930 +223%
Citigroup
114
Citigroup
New York
$13.7M -$1.38M -6,831 -9%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$13.6M +$5.75M +28,434 +73%
Robeco Institutional Asset Management
116
Robeco Institutional Asset Management
Netherlands
$13.6M -$24.5M -121,109 -64%
RP
117
Reinhart Partners
Wisconsin
$13.1M -$1.61M -7,968 -11%
CS
118
Candriam SCA
Luxembourg
$13M +$1.05M +5,647 +9%
VRS
119
Virginia Retirement Systems
Virginia
$12.9M -$5.5M -27,188 -30%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$12.6M -$6.47M -31,942 -34%
Boston Partners
121
Boston Partners
Massachusetts
$12.6M -$937K -4,631 -7%
Capital Fund Management (CFM)
122
Capital Fund Management (CFM)
France
$12.3M +$8.36M +41,281 +210%
GC
123
Gillson Capital
Illinois
$12.1M +$12.1M +59,670 New
BNP Paribas Asset Management
124
BNP Paribas Asset Management
France
$11.7M -$5.05M -24,959 -30%
ECM
125
Engle Capital Management
Connecticut
$11.1M -$5.06M -25,000 -31%
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5
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