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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal London Asset Management
126
Royal London Asset Management
United Kingdom
$16.7M 51,068 -474 -0.9%
TIM
127
Thornburg Investment Management
New Mexico
$16.5M 50,649 +3 +0%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$16.4M 50,254 -700 -1%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$16M 48,992 -199,671 -80%
WC
130
Winmill & Co
New York
$16M 48,860 – –
Korea Investment Corp
131
Korea Investment Corp
South Korea
$15.9M 48,651 -15,195 -24%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$15.7M 47,970 +7,042 +17%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$15.6M 47,764 -9,320 -16%
Canada Life
134
Canada Life
Manitoba, Canada
$15.3M 46,808 -773 -2%
Aviva
135
Aviva
United Kingdom
$14.7M 45,146 -35,721 -44%
2
136
2Xideas
Switzerland
$14.7M 45,071 +17,563 +64%
TMAM
137
Tokio Marine Asset Management
Japan
$14.4M 44,084 +41,866 +1,888%
Mitsubishi UFJ Trust & Banking
138
Mitsubishi UFJ Trust & Banking
Japan
$14.2M 43,387 -11,190 -21%
Jane Street
139
Jane Street
New York
$14.2M 43,341 +36,155 +503%
AQR Capital Management
140
AQR Capital Management
Connecticut
$14.1M 43,082 -21,802 -34%
LIP
141
Lighthouse Investment Partners
Florida
$14M 42,987 +42,987 New
APG Asset Management
142
APG Asset Management
Netherlands
$14M 44,500 +39,500 +790%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$13.8M 42,339 -2,272 -5%
New York State Common Retirement Fund
144
New York State Common Retirement Fund
New York
$13.8M 42,141 -2,500 -6%
LCM
145
Logan Capital Management
Pennsylvania
$13.5M 41,233 -2,947 -7%
CCM
146
Channing Capital Management
Illinois
$13.2M 40,558 +8,741 +27%
BGIM
147
Brandywine Global Investment Management
Pennsylvania
$12.6M 38,568 -3,550 -8%
ACH
148
ArrowMark Colorado Holdings
Colorado
$12.5M 38,256 +5,000 +15%
AS
149
Aware Super
Australia
$12M 36,615 +36,615 New
Pathstone Holdings
150
Pathstone Holdings
New Jersey
$12M 36,610 +276 +0.8%
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