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LPL Financial
LPLA

Overview Fund Activity

606 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

Holders
606
Holders Change
-19
Holders Change %
-3.04%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
76
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
2
Millennium Management
New York
$301M
3
SC
3
Samlyn Capital
New York
$359M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.61B
5
EC
5
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$204M
3
Goldman Sachs
3
Goldman Sachs
New York
$68.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
126
Kingdon Capital Management
New York
$11.1M +$11.1M +55,000 New
Canada Life
127
Canada Life
Manitoba, Canada
$11.1M -$346K -1,709 -3%
Point72 Asset Management
128
Point72 Asset Management
Connecticut
$11.1M +$3.2M +15,800 +41%
Massachusetts Financial Services
129
Massachusetts Financial Services
Massachusetts
$10.9M +$1.99M +9,855 +22%
Axa
130
Axa
France
$10.6M +$9.02M +44,556 +564%
A
131
AustralianSuper
Australia
$10.5M +$10.5M +52,118 New
IAM
132
Iridian Asset Management
Connecticut
$10.5M -$1.76M -8,682 -14%
Hudson Bay Capital Management
133
Hudson Bay Capital Management
Connecticut
$10.1M +$10.1M +50,000 New
PI
134
PFS Investments
Georgia
$9.99M -$430K -2,253 -4%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.93M +$694K +3,430 +8%
SCM
136
Sirios Capital Management
Massachusetts
$9.74M -$5.6M -27,670 -37%
KBC Group
137
KBC Group
Belgium
$9.68M +$184K +908 +2%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$9.36M – – –
LCM
139
Logan Capital Management
Pennsylvania
$9.3M +$958K +4,732 +11%
IA
140
Icon Advisers
Colorado
$9.24M – – –
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$9.2M +$2.05M +10,115 +29%
Barclays
142
Barclays
United Kingdom
$9.19M -$4.03M -19,899 -30%
UBS Group
143
UBS Group
Switzerland
$9.17M -$490K -2,419 -5%
Osaic Holdings
144
Osaic Holdings
Arizona
$9.13M -$1.27M -6,301 -12%
BPIM
145
Brant Point Investment Management
New York
$9.04M – – –
Natixis Advisors
146
Natixis Advisors
Massachusetts
$8.93M -$114K -563 -1%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$8.8M -$504K -2,492 -5%
GLA
148
Great Lakes Advisors
Illinois
$8.73M -$500K -2,471 -5%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$8.72M +$686K +3,390 +9%
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$8.7M -$1.41M -6,951 -14%
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6
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