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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
101
CIBC World Markets
New York
$27.2M 97,515 -1,138 -1%
BBHC
102
Brown Brothers Harriman & Co
New York
$26.8M 95,964 +15,030 +19%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$26.6M 95,374 -161,157 -63%
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
$26.5M 95,009 +95,009 New
HBCM
105
Heron Bay Capital Management
Michigan
$25.1M 89,845 -84 -0.1%
First Trust Advisors
106
First Trust Advisors
Illinois
$25M 89,520 +54,557 +156%
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$24.8M 88,953 +21,740 +32%
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$24M 85,914 +77,169 +882%
SEI Investments
109
SEI Investments
Pennsylvania
$23.3M 83,278 -29,976 -26%
Aviva
110
Aviva
United Kingdom
$22.1M 79,128 +10,255 +15%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$21.9M 78,469 -17,120 -18%
RP
112
Reinhart Partners
Wisconsin
$21.5M 76,848 +1,013 +1%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$21.2M 75,786 -94,379 -55%
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$21.1M 75,606 +27,608 +58%
Jennison Associates
115
Jennison Associates
New York
$18.1M 64,955 +64,955 New
AAMU
116
AEGON Asset Management (UK)
United Kingdom
$17.3M 61,809 +53,502 +644%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$16.7M 59,631 +3,644 +7%
Parnassus Investments
118
Parnassus Investments
California
$15.9M 56,840 – –
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$15.4M 54,986 -2,254 -4%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$15.2M 54,318 +52,850 +3,600%
FWIA
121
Fort Washington Investment Advisors
Ohio
$15.2M 54,252 -148 -0.3%
Barclays
122
Barclays
United Kingdom
$15.1M 54,069 -15,396 -22%
New York State Common Retirement Fund
123
New York State Common Retirement Fund
New York
$14.9M 53,441 -252 -0.5%
Citigroup
124
Citigroup
New York
$14.7M 52,742 -1,249 -2%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$14.6M 52,149 -23,099 -31%
3 4
5
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