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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
FVWA
126
Foster Victor Wealth Advisors
South Carolina
$10.5M 44,244 +1,833 +4%
IA
127
Icon Advisers
Colorado
$10.4M 45,632 – –
LCM
128
Logan Capital Management
Pennsylvania
$10.3M 45,087 -731 -2%
ACM
129
Aquatic Capital Management
Illinois
$10.1M 44,400 +44,400 New
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$10.1M 44,183 – –
Canada Life
131
Canada Life
Manitoba, Canada
$10M 44,212 -4,262 -9%
LP
132
LMR Partners
United Kingdom
$9.96M 43,772 -29,035 -40%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$9.91M 43,532 +864 +2%
BA
134
Bridgewater Associates
Connecticut
$9.74M 42,799 +10,105 +31%
VWM
135
Venturi Wealth Management
Texas
$9.65M 42,414 +183 +0.4%
FRAF
136
Första AP-fonden
Sweden
$9.26M 40,700 -3,400 -8%
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$9.23M 40,570 +40,570 New
BPIM
138
Brant Point Investment Management
New York
$8.93M 39,254 +1,801 +5%
State of Wisconsin Investment Board
139
State of Wisconsin Investment Board
Wisconsin
$8.89M 39,060 -2,265 -5%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.77M 38,508 -3,393 -8%
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$8.76M 38,474 -677 -2%
SMDAM
142
Sumitomo Mitsui DS Asset Management
Japan
$8.73M 38,353 -4,516 -11%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$8.67M 38,076 +26,406 +226%
MSV
144
MN Services Vermogensbeheer
Netherlands
$8.49M 37,300 -100 -0.3%
Osaic Holdings
145
Osaic Holdings
Arizona
$8.35M 36,664 -21,799 -37%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$8.12M 35,692 +349 +1%
Mitsubishi UFJ Asset Management
147
Mitsubishi UFJ Asset Management
Japan
$7.97M 34,230 +33 +0.1%
Asset Management One
148
Asset Management One
Japan
$7.96M 34,863 +4,686 +16%
PCM
149
Prana Capital Management
Connecticut
$7.93M 34,852 +34,852 New
BNP Paribas Asset Management
150
BNP Paribas Asset Management
France
$7.34M 32,235 -1,388 -4%
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