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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
101
LPL Financial
California
$18.2M 80,028 -838 -1%
Ameriprise
102
Ameriprise
Minnesota
$17.3M 75,835 -197,305 -72%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$17.1M 75,319 -11,523 -13%
WMSA
104
Weiss Multi-Strategy Advisers
New York
$17.1M 75,215 -30,671 -29%
RP
105
Reinhart Partners
Wisconsin
$17M 74,620 +4,333 +6%
Aviva
106
Aviva
United Kingdom
$16.9M 74,324 +7,151 +11%
FWIA
107
Fort Washington Investment Advisors
Ohio
$16.2M 71,270 -29 -0%
FWP
108
Family Wealth Partners
North Carolina
$16.1M 70,514 +70,514 New
BGIM
109
Brandywine Global Investment Management
Pennsylvania
$15.9M 69,994 +31,301 +81%
Corient Private Wealth
110
Corient Private Wealth
Florida
$15.8M 69,623 +33,880 +95%
Citigroup
111
Citigroup
New York
$14.7M 64,423 -849 -1%
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$14.5M 63,920 -9,611 -13%
TC
113
TwinBeech Capital
New York
$14.1M 62,154 +62,154 New
TIM
114
Thornburg Investment Management
New Mexico
$14.1M 61,841 -10,462 -14%
CRM
115
Cramer Rosenthal McGlynn
Connecticut
$13.8M 60,654 -24,355 -29%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$13.7M 60,256 -14,276 -19%
IAM
117
Iridian Asset Management
Connecticut
$13.7M 60,155 +30,273 +101%
BBHC
118
Brown Brothers Harriman & Co
New York
$13.4M 58,956 +15,373 +35%
AQR Capital Management
119
AQR Capital Management
Connecticut
$13.2M 58,065 -35,610 -38%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$12.8M 56,298 -61,759 -52%
NW
121
NewEdge Wealth
Pennsylvania
$12.7M 55,827 +38,839 +229%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$12M 52,782 -1,696 -3%
UBS Group
123
UBS Group
Switzerland
$12M 52,625 -65,270 -55%
Royal London Asset Management
124
Royal London Asset Management
United Kingdom
$11.5M 50,360 -2,371 -4%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$11.2M 49,040 -10,405 -18%
3 4
5
6 7