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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$478M
2
Boston Partners
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
Holocene Advisors
New York
$79.2M
5
JCM
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$528M
2
ECU
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.4M -$292K -1,345 -3%
FRAF
127
Första AP-fonden
Sweden
$10.3M +$1.22M +5,600 +13%
Natixis Advisors
128
Natixis Advisors
Massachusetts
$10.2M +$568K +2,614 +6%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$10.1M – – –
IA
130
Icon Advisers
Colorado
$9.92M – – –
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$9.57M +$224K +1,030 +2%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$9.54M +$5.28M +24,308 +124%
LCM
133
Logan Capital Management
Pennsylvania
$9.52M -$468K -2,154 -5%
Ameriprise
134
Ameriprise
Minnesota
$9.5M +$624K +2,870 +7%
Osaic Holdings
135
Osaic Holdings
Arizona
$9.44M -$389K -1,787 -4%
Aviva
136
Aviva
United Kingdom
$9.33M -$7.24M -33,286 -44%
FVWA
137
Foster Victor Wealth Advisors
South Carolina
$9.31M +$1.25M +5,721 +16%
First Trust Advisors
138
First Trust Advisors
Illinois
$9.29M -$14.4M -66,099 -61%
BPIM
139
Brant Point Investment Management
New York
$9.03M -$676K -3,108 -7%
PAMS
140
Pictet Asset Management (Switzerland)
Switzerland
$8.98M +$2.03M +9,335 +29%
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$8.9M -$555K -2,552 -6%
VWM
142
Venturi Wealth Management
Texas
$8.84M +$230K +1,057 +3%
SMDAM
143
Sumitomo Mitsui DS Asset Management
Japan
$8.72M +$1.99M +9,156 +30%
PE
144
Point72 Europe
United Kingdom
$8.63M +$4.07M +18,700 +89%
CTI
145
Community Trust & Investment
Kentucky
$8.56M +$16.5K +76 +0.2%
VAS
146
Vestmark Advisory Solutions
Massachusetts
$8.34M +$48.1K +221 +0.6%
MSV
147
MN Services Vermogensbeheer
Netherlands
$8.13M -$435K -2,000 -5%
BGIM
148
Brandywine Global Investment Management
Pennsylvania
$7.84M +$7.84M +36,062 New
IP
149
Interval Partners
New York
$7.81M +$4.8M +22,099 +160%
CS
150
Candriam SCA
Luxembourg
$7.79M -$7.36M -33,869 -49%
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