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LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$624M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$135M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$109M
4
WCA
Waratah Capital Advisors
Ontario, Canada
$56.6M
5
Ameriprise
Ameriprise
Minnesota
$64.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$9.96M
2
SC
Samlyn Capital
New York
$328M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$66.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.69B
5
Marshall Wace
Marshall Wace
United Kingdom
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMF
126
BI Asset Management Fondsmaeglerselskab
Denmark
$12.5M +$318K +1,340 +3%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$12.1M -$12.8M -53,823 -51%
Hudson Bay Capital Management
128
Hudson Bay Capital Management
Connecticut
$11.9M +$3.56M +15,000 +43%
Tudor Investment Corp
129
Tudor Investment Corp
Connecticut
$11.7M +$8.41M +35,392 +258%
Canada Life
130
Canada Life
Manitoba, Canada
$11.5M -$406K -1,710 -3%
LCM
131
Logan Capital Management
Pennsylvania
$10.9M +$481K +2,025 +5%
IA
132
Icon Advisers
Colorado
$10.8M – – –
Natixis Advisors
133
Natixis Advisors
Massachusetts
$10.7M -$423K -1,779 -4%
State of New Jersey Common Pension Fund D
134
State of New Jersey Common Pension Fund D
New Jersey
$10.5M -$485K -2,042 -4%
FRAF
135
Första AP-fonden
Sweden
$10.5M -$737K -3,100 -7%
BBHC
136
Brown Brothers Harriman & Co
New York
$10.4M +$2.93M +12,342 +40%
DCM
137
Driehaus Capital Management
Illinois
$10.3M +$10.3M +43,435 New
SMDAM
138
Sumitomo Mitsui DS Asset Management
Japan
$10.2M +$659K +2,774 +7%
FVWA
139
Foster Victor Wealth Advisors
South Carolina
$10.2M -$51.8K -216 -0.5%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$1.85M -7,777 -15%
VWM
141
Venturi Wealth Management
Texas
$10M +$373K +1,568 +4%
Citadel Advisors
142
Citadel Advisors
Florida
$9.96M -$126M -528,779 -93%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.96M -$1.38M -5,824 -12%
State of Wisconsin Investment Board
144
State of Wisconsin Investment Board
Wisconsin
$9.82M +$90.5K +381 +0.9%
Pictet Asset Management
145
Pictet Asset Management
Switzerland
$9.3M +$9.3M +39,151 New
BGIM
146
Brandywine Global Investment Management
Pennsylvania
$9.2M +$625K +2,631 +7%
BPIM
147
Brant Point Investment Management
New York
$8.9M -$974K -4,100 -10%
MSV
148
MN Services Vermogensbeheer
Netherlands
$8.89M – – –
P2P
149
Phase 2 Partners
California
$8.83M -$6.26M -26,351 -42%
RCM
150
Rivermont Capital Management
New York
$8.71M +$8.71M +36,661 New
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