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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
126
Thornburg Investment Management
New Mexico
$14.1M 50,683 -5,088 -9%
BNP Paribas Asset Management
127
BNP Paribas Asset Management
France
$14.1M 50,529 +14,760 +41%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$14.1M 50,454 -1,561 -3%
SSA
129
Schonfeld Strategic Advisors
New York
$13.8M 49,367 +46,930 +1,926%
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$13.6M 48,544 -519 -1%
IAM
131
Iridian Asset Management
Connecticut
$13M 46,622 -13,392 -22%
Canada Life
132
Canada Life
Manitoba, Canada
$12.8M 45,954 +3,725 +9%
IA
133
Icon Advisers
Colorado
$12.8M 45,282 -350 -0.8%
Mitsubishi UFJ Trust & Banking
134
Mitsubishi UFJ Trust & Banking
Japan
$12.8M 45,688 -9,422 -17%
VWM
135
Venturi Wealth Management
Texas
$12.6M 45,252 +683 +2%
FVWA
136
Foster Victor Wealth Advisors
South Carolina
$12.6M 52,640 +3,173 +6%
LCM
137
Logan Capital Management
Pennsylvania
$12.5M 44,608 -366 -0.8%
Mitsubishi UFJ Asset Management
138
Mitsubishi UFJ Asset Management
Japan
$12.3M 44,115 +4,784 +12%
State of Wisconsin Investment Board
139
State of Wisconsin Investment Board
Wisconsin
$12.2M 43,703 +2,498 +6%
AQR Capital Management
140
AQR Capital Management
Connecticut
$12.2M 43,901 -2,999 -6%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$12.1M 43,175 +3,390 +9%
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$12.1M 43,153 +1,121 +3%
Mawer Investment Management
143
Mawer Investment Management
Alberta, Canada
$11.6M 41,675 +12,049 +41%
CCM
144
Cinctive Capital Management
New York
$11.3M 40,366 +40,366 New
Korea Investment Corp
145
Korea Investment Corp
South Korea
$11.3M 40,349 +10,019 +33%
2
146
2Xideas
Switzerland
$11.2M 40,181 +40,181 New
CCM
147
Channing Capital Management
Illinois
$10.8M 38,514 +4,468 +13%
SFI
148
Susquehanna Fundamental Investments
Pennsylvania
$10.4M 37,121 -606 -2%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$10.3M 36,756 +2,051 +6%
CSS
150
Cubist Systematic Strategies
Connecticut
$10.2M 36,370 -12,084 -25%
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