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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$723M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$231M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$773M
5
LPC
5
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
3
Morgan Stanley
New York
$203M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
5
BlackRock
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
101
Trillium Asset Management
Massachusetts
$16.4M -$24.1M -103,692 -60%
AIM
102
Artemis Investment Management
United Kingdom
$16.2M -$13M -55,806 -44%
NW
103
NewEdge Wealth
Pennsylvania
$16.2M +$11.7M +50,294 +260%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$16M +$12.8M +54,991 +395%
Squarepoint
105
Squarepoint
New York
$16M +$16M +68,677 New
FWIA
106
Fort Washington Investment Advisors
Ohio
$15.7M +$3.07M +13,214 +24%
BAMCO Inc
107
BAMCO Inc
New York
$15.2M -$14M -60,193 -48%
AQR Capital Management
108
AQR Capital Management
Connecticut
$15.1M +$4.88M +20,983 +48%
ECM
109
ExodusPoint Capital Management
New York
$15M +$12.9M +55,496 +614%
Korea Investment Corp
110
Korea Investment Corp
South Korea
$14.9M +$5.47M +23,497 +58%
AAMU
111
AEGON Asset Management (UK)
United Kingdom
$14.5M +$124K +533 +0.9%
Caisse de Depot et Placement du Quebec (CDPQ)
112
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.4M +$14.4M +62,104 New
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$14.4M -$13.1M -56,324 -48%
BNP Paribas Asset Management
114
BNP Paribas Asset Management
France
$14.1M +$2.31M +9,917 +20%
WHG
115
Westwood Holdings Group
Texas
$13.6M +$13.6M +58,432 New
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$13.3M -$4.31M -18,522 -24%
Amundi
117
Amundi
France
$13M -$30.9M -129,322 -70%
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$12.7M +$2.07M +8,889 +19%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$12.5M -$1.35M -5,817 -10%
Royal London Asset Management
120
Royal London Asset Management
United Kingdom
$12M +$697K +2,998 +6%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$11.9M +$116K +500 +1%
TIM
122
Thornburg Investment Management
New Mexico
$11.8M -$8.61K -37 -0.1%
WHGC
123
Wealth High Governance Capital
Brazil
$11.6M +$11.6M +50,000 New
Mitsubishi UFJ Asset Management
124
Mitsubishi UFJ Asset Management
Japan
$11.6M +$1.31M +5,647 +13%
WC
125
Winmill & Co
New York
$11.4M +$5.63M +24,200 +98%
3 4
5
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