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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 92 closing their positions.

Holders
584
Holders Change
-22
Holders Change %
-3.63%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
92
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$478M
2
Boston Partners
2
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
4
Holocene Advisors
New York
$79.2M
5
JCM
5
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$528M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
3
Millennium Management
New York
$121M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$18.7M 86,024 -2,570 -3%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$18.1M 83,237 -88,393 -52%
Citigroup
103
Citigroup
New York
$16.9M 77,511 +9,764 +14%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$15.9M 73,291 -18,364 -20%
LPL Financial
105
LPL Financial
California
$15.9M 73,120 -43 -0.1%
PAM
106
Panagora Asset Management
Massachusetts
$15.8M 72,484 +36,261 +100%
TIM
107
Thornburg Investment Management
New Mexico
$15.7M 72,359 -3,224 -4%
IAM
108
Iridian Asset Management
Connecticut
$15.6M 71,871 +19,986 +39%
FWIA
109
Fort Washington Investment Advisors
Ohio
$15.5M 71,299 -15 -0%
RP
110
Reinhart Partners
Wisconsin
$14.3M 65,645 +1,094 +2%
PCM
111
Prana Capital Management
Connecticut
$13.9M 63,829 +37,761 +145%
P2P
112
Phase 2 Partners
California
$13.8M 63,493 +23,152 +57%
Amundi
113
Amundi
France
$12.8M 57,901 -127,012 -69%
PI
114
PFS Investments
Georgia
$12.7M 58,632 +6,273 +12%
Point72 Asset Management
115
Point72 Asset Management
Connecticut
$12.6M 57,900 +3,300 +6%
Barclays
116
Barclays
United Kingdom
$11.8M 54,099 +8,708 +19%
BC
117
Brookfield Corp
Ontario, Canada
$11.3M 52,177 +52,177 New
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$11.3M 51,835 +8,765 +20%
BAMF
119
BI Asset Management Fondsmaeglerselskab
Denmark
$11.1M 51,063 +20,685 +68%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$11M 50,445 +5,003 +11%
Man Group
121
Man Group
United Kingdom
$11M 50,441 +50,441 New
Canada Life
122
Canada Life
Manitoba, Canada
$11M 50,184 -4,689 -9%
SSA
123
Schonfeld Strategic Advisors
New York
$10.8M 49,624 -18,344 -27%
N
124
Natixis
France
$10.7M 49,308 +49,308 New
BNP Paribas Asset Management
125
BNP Paribas Asset Management
France
$10.6M 48,733 -8,987 -16%
3 4
5
6 7