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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
3
HMI Capital Management
California
$98.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$422M
2
Millennium Management
2
Millennium Management
New York
$169M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$681M
5
LPC
5
Lone Pine Capital
Connecticut
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
126
Cubist Systematic Strategies
Connecticut
$12.8M +$11.7M +44,191 +1,037%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$12.7M -$275K -1,042 -2%
AQR Capital Management
128
AQR Capital Management
Connecticut
$12.4M -$2.95M -11,165 -19%
IA
129
Icon Advisers
Colorado
$12.2M – – –
LCM
130
Logan Capital Management
Pennsylvania
$11.9M -$29.9K -113 -0.3%
VWM
131
Venturi Wealth Management
Texas
$11.8M +$569K +2,155 +5%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$11.7M – – –
Canada Life
133
Canada Life
Manitoba, Canada
$11.2M -$524K -1,983 -4%
Pathstone Holdings
134
Pathstone Holdings
New Jersey
$11.1M +$386K +1,462 +4%
IIM
135
INTECH Investment Management
Florida
$11.1M +$3.09M +11,703 +39%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$11M +$936K +3,543 +9%
T
137
TOBAM
France
$11M +$5.51M +20,868 +101%
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
$10.9M +$567K +2,145 +5%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$10.5M -$990K -3,747 -9%
Mitsubishi UFJ Asset Management
140
Mitsubishi UFJ Asset Management
Japan
$10.4M +$1.35M +5,101 +15%
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$10.2M +$70.3K +266 +0.7%
SFI
142
Susquehanna Fundamental Investments
Pennsylvania
$9.97M +$9.97M +37,727 New
SMDAM
143
Sumitomo Mitsui DS Asset Management
Japan
$9.76M -$373K -1,413 -4%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.64M -$529K -2,002 -5%
BNP Paribas Asset Management
145
BNP Paribas Asset Management
France
$9.45M +$934K +3,534 +11%
First Trust Advisors
146
First Trust Advisors
Illinois
$9.24M -$17.9M -67,884 -66%
Corient Private Wealth
147
Corient Private Wealth
Florida
$9.23M -$9.16M -34,670 -50%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$9.17M -$261K -987 -3%
BPIM
149
Brant Point Investment Management
New York
$9.11M -$1.26M -4,782 -12%
CCM
150
Channing Capital Management
Illinois
$8.99M +$8.99M +34,046 New
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6
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