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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$478M
2
Boston Partners
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
Holocene Advisors
New York
$79.2M
5
JCM
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$528M
2
ECU
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hudson Bay Capital Management
151
Hudson Bay Capital Management
Connecticut
$7.61M -$3.26M -15,000 -30%
AACP
152
Advantage Alpha Capital Partners
California
$7.6M +$1.14M +5,237 +18%
PFO
153
Pathstone Family Office
New Jersey
$7.59M +$112K +515 +1%
Capital Fund Management (CFM)
154
Capital Fund Management (CFM)
France
$7.51M -$5.74M -26,409 -43%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$7.44M +$16.7K +77 +0.2%
AAF
156
Andra AP-fonden
Sweden
$7.39M +$761K +3,500 +11%
Corient Private Wealth
157
Corient Private Wealth
Florida
$7.12M -$319K -1,466 -4%
KBC Group
158
KBC Group
Belgium
$6.98M -$3.43M -15,762 -33%
O
159
Ossiam
France
$6.96M +$6.8M +31,265 +4,108%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$6.96M +$234K +1,076 +3%
BBHC
161
Brown Brothers Harriman & Co
New York
$6.79M +$2.59M +11,930 +62%
Massachusetts Financial Services
162
Massachusetts Financial Services
Massachusetts
$6.74M -$5.01M -23,053 -43%
Asset Management One
163
Asset Management One
Japan
$6.71M -$25K -115 -0.4%
SWM
164
Segment Wealth Management
Texas
$6.54M +$5.22K +24 +0.1%
CM
165
Crestline Management
Texas
$6.52M +$6.52M +30,000 New
Nomura Asset Management
166
Nomura Asset Management
Japan
$6.51M -$615K -2,827 -9%
Mitsubishi UFJ Asset Management
167
Mitsubishi UFJ Asset Management
Japan
$6.32M +$288K +1,326 +5%
HV
168
HST Ventures
Utah
$6.28M +$6.28M +28,889 New
KW
169
KWB Wealth
California
$6.09M +$2.83K +13 +0%
ERIC
170
Eagle Rock Investment Company
Georgia
$5.89M +$491K +2,173 +9%
Korea Investment Corp
171
Korea Investment Corp
South Korea
$5.87M -$7.65M -35,162 -57%
Jane Street
172
Jane Street
New York
$5.87M +$2.64M +12,147 +82%
FAF
173
Fjarde Ap-fonden
Sweden
$5.78M +$435K +2,000 +8%
Nordea Investment Management
174
Nordea Investment Management
Sweden
$5.63M -$2.58M -11,839 -31%
WorldQuant Millennium Advisors
175
WorldQuant Millennium Advisors
New York
$5.37M +$3.79M +17,413 +239%
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