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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
3
HMI Capital Management
California
$98.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$422M
2
Millennium Management
2
Millennium Management
New York
$169M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$681M
5
LPC
5
Lone Pine Capital
Connecticut
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
101
Amundi
France
$22.8M -$12.5M -47,946 -35%
BBHC
102
Brown Brothers Harriman & Co
New York
$21.4M +$5.81M +21,978 +37%
Comerica Bank
103
Comerica Bank
Texas
$20.9M -$808K -3,060 -4%
Ameriprise
104
Ameriprise
Minnesota
$20.3M +$251K +951 +1%
RP
105
Reinhart Partners
Wisconsin
$20M +$321K +1,215 +2%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$19.9M -$11.2M -42,372 -36%
UBS Group
107
UBS Group
Switzerland
$19.7M +$5.83M +22,050 +42%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$19.3M +$1.57M +7,740 +9%
Barclays
109
Barclays
United Kingdom
$18.4M -$3.97M -15,018 -18%
Aviva
110
Aviva
United Kingdom
$18.2M -$1.44M -5,451 -7%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$17.8M +$15.2M +57,396 +585%
IAM
112
Iridian Asset Management
Connecticut
$15.9M -$37.3K -141 -0.2%
NW
113
NewEdge Wealth
Pennsylvania
$15.4M +$341K +1,264 +2%
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$15.1M -$1.76M -6,680 -10%
Parnassus Investments
115
Parnassus Investments
California
$15M +$6.66M +25,196 +80%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$14.8M +$7.17M +27,144 +94%
TIM
117
Thornburg Investment Management
New Mexico
$14.7M -$1.6M -6,070 -10%
KBC Group
118
KBC Group
Belgium
$14.7M +$12.1M +45,796 +464%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$14.6M -$5.34M -20,209 -27%
FWIA
120
Fort Washington Investment Advisors
Ohio
$14.4M -$4.46M -16,870 -24%
Citigroup
121
Citigroup
New York
$14.3M -$2.76M -10,432 -16%
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
$14.2M -$1.73M -6,563 -11%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$13.7M -$203K -767 -1%
FVWA
124
Foster Victor Wealth Advisors
South Carolina
$13M +$1.38M +5,223 +12%
Royal London Asset Management
125
Royal London Asset Management
United Kingdom
$13M -$343K -1,297 -3%
3 4
5
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