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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$723M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$231M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$773M
5
LPC
5
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
3
Morgan Stanley
New York
$203M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
5
BlackRock
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$11.1M +$379K +1,627 +4%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$11.1M -$1.74M -7,484 -14%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$10.8M -$9.85M -42,321 -48%
BGIM
129
Brandywine Global Investment Management
Pennsylvania
$10.5M -$21.6M -86,645 -67%
New York State Common Retirement Fund
130
New York State Common Retirement Fund
New York
$10.4M -$2.05M -8,800 -16%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$10.4M +$211K +908 +2%
LCM
132
Logan Capital Management
Pennsylvania
$10.3M -$99.6K -428 -1%
Mawer Investment Management
133
Mawer Investment Management
Alberta, Canada
$10M +$312K +1,341 +3%
T
134
TOBAM
France
$9.79M +$3.33M +14,307 +52%
Pictet Asset Management
135
Pictet Asset Management
Switzerland
$9.52M +$1.1M +4,724 +13%
Primecap Management
136
Primecap Management
California
$9.51M -$45M -193,500 -83%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$9.42M -$8.08M -35,002 -46%
VanEck Associates
138
VanEck Associates
New York
$9.39M +$3.56M +13,814 +61%
CCM
139
Cobalt Capital Management
New Jersey
$9.31M +$9.31M +40,000 New
VOYA Investment Management
140
VOYA Investment Management
Georgia
$8.77M -$133M -573,562 -94%
Citigroup
141
Citigroup
New York
$8.67M -$3.59M -15,453 -29%
PE
142
Point72 Europe
United Kingdom
$8.67M +$4.11M +17,676 +90%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$8.45M -$1.59M -6,819 -16%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$8.43M -$120K -517 -1%
BA
145
Bridgewater Associates
Connecticut
$8.34M +$5.82M +24,998 +230%
KW
146
KWB Wealth
California
$7.95M +$1.12K +4 +0%
Corient Private Wealth
147
Corient Private Wealth
Florida
$7.86M -$377K -1,619 -5%
PFC
148
Poplar Forest Capital
California
$7.75M +$7.75M +33,311 New
ACH
149
ArrowMark Colorado Holdings
Colorado
$7.74M +$7.74M +33,256 New
BBP
150
Banco BTG Pactual
Brazil
$7.68M +$7.68M +33,015 New
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