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LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$624M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$135M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$109M
4
WCA
4
Waratah Capital Advisors
Ontario, Canada
$56.6M
5
Ameriprise
5
Ameriprise
Minnesota
$64.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
SC
2
Samlyn Capital
New York
$328M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$66.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.69B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
101
LPL Financial
California
$19.2M +$1.84M +7,746 +11%
Comerica Bank
102
Comerica Bank
Texas
$18.7M -$60.1M -252,795 -76%
Assenagon Asset Management
103
Assenagon Asset Management
Luxembourg
$18.4M +$17M +71,437 +1,188%
CFM
104
Coronation Fund Managers
South Africa
$18.1M -$2.53M -10,641 -12%
Man Group
105
Man Group
United Kingdom
$18.1M -$11M -50,441 Closed
New York State Common Retirement Fund
106
New York State Common Retirement Fund
New York
$17.7M -$2.73M -11,492 -13%
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$17.5M +$57K +240 +0.3%
LP
108
LMR Partners
United Kingdom
$17.3M -$72.8M -306,184 -81%
TIM
109
Thornburg Investment Management
New Mexico
$17.2M -$13.3K -56 -0.1%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$17M -$15.1M -63,480 -47%
FWIA
111
Fort Washington Investment Advisors
Ohio
$16.9M – – –
Amundi
112
Amundi
France
$16.7M +$3.56M +15,603 +27%
RP
113
Reinhart Partners
Wisconsin
$16.7M +$1.1M +4,642 +7%
Aviva
114
Aviva
United Kingdom
$16M +$5.76M +24,254 +57%
Citigroup
115
Citigroup
New York
$15.5M -$2.91M -12,239 -16%
Jane Street
116
Jane Street
New York
$15.3M +$8.87M +37,327 +138%
Barclays
117
Barclays
United Kingdom
$15.2M +$2.32M +9,745 +18%
Capital Fund Management (CFM)
118
Capital Fund Management (CFM)
France
$14.4M +$6.18M +26,013 +75%
First Trust Advisors
119
First Trust Advisors
Illinois
$14.3M +$4.13M +17,366 +41%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$14.1M +$3.66M +15,420 +35%
Osaic Holdings
121
Osaic Holdings
Arizona
$13.9M +$3.59M +15,111 +35%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$12.9M +$628K +2,643 +5%
Renaissance Technologies
123
Renaissance Technologies
New York
$12.8M -$15.5M -65,100 -55%
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$12.7M +$9.04M +37,939 +249%
Royal London Asset Management
125
Royal London Asset Management
United Kingdom
$12.5M +$2.1M +8,836 +20%
3 4
5
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