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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
101
Artemis Investment Management
United Kingdom
$27M 82,736 +12,896 +18%
TCM
102
Tybourne Capital Management
Hong Kong
$25.2M 77,285 -95,415 -55%
CHP
103
Castle Hook Partners
New York
$24.9M 76,135 +76,135 New
SFI
104
Susquehanna Fundamental Investments
Pennsylvania
$24.4M 74,696 +74,696 New
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$23.9M 73,092 -2,607 -3%
WHG
106
Westwood Holdings Group
Texas
$22.9M 70,276 +11,844 +20%
NW
107
NewEdge Wealth
Pennsylvania
$22.5M 68,791 -878 -1%
CCM
108
Cinctive Capital Management
New York
$22.4M 68,701 +35,843 +109%
TAM
109
Trillium Asset Management
Massachusetts
$22.3M 68,376 -1,934 -3%
Principal Financial Group
110
Principal Financial Group
Iowa
$21.8M 66,869 +41,451 +163%
FWIA
111
Fort Washington Investment Advisors
Ohio
$21.6M 66,065 -1,401 -2%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$21.5M 65,730 -29,507 -31%
BA
113
Bridgewater Associates
Connecticut
$21.2M 64,884 +29,036 +81%
RCM
114
Rivermont Capital Management
New York
$19.6M 60,062 +60,062 New
AAMU
115
AEGON Asset Management (UK)
United Kingdom
$19.6M 60,041 -2,301 -4%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$19.6M 59,910 +19,126 +47%
FVWA
117
Foster Victor Wealth Advisors
South Carolina
$19M 54,459 -15,272 -22%
Mawer Investment Management
118
Mawer Investment Management
Alberta, Canada
$18.9M 58,010 +14,994 +35%
Tudor Investment Corp
119
Tudor Investment Corp
Connecticut
$18.8M 57,432 +33,194 +137%
PMAM
120
Picton Mahoney Asset Management
Ontario, Canada
$18.7M 57,268 +56,668 +9,445%
Mitsubishi UFJ Asset Management
121
Mitsubishi UFJ Asset Management
Japan
$18.2M 54,631 +4,869 +10%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$18.1M 55,367 +1,553 +3%
TP
123
Teca Partners
Texas
$17.3M 52,875 +37,814 +251%
Barclays
124
Barclays
United Kingdom
$17.1M 52,485 -63,282 -55%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$17M 51,972 -16,928 -25%
3 4
5
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