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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
Parnassus Investments
151
Parnassus Investments
California
$7.2M 31,644 – –
PE
152
Point72 Europe
United Kingdom
$7.13M 31,332 +10,756 +52%
Nomura Asset Management
153
Nomura Asset Management
Japan
$6.96M 30,560 +834 +3%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$6.95M 30,555 -20,372 -40%
IIM
155
INTECH Investment Management
Florida
$6.86M 30,147 -2,641 -8%
Capital Fund Management (CFM)
156
Capital Fund Management (CFM)
France
$6.78M 29,782 -30,758 -51%
AAF
157
Andra AP-fonden
Sweden
$6.76M 29,700 +10,800 +57%
IP
158
Interval Partners
New York
$6.72M 29,524 -55,659 -65%
DnB Asset Management
159
DnB Asset Management
Norway
$6.66M 29,271 +15,592 +114%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$6.57M 28,843 -16,090 -36%
KW
161
KWB Wealth
California
$6.48M 28,454 +466 +2%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$6.38M 28,012 -767 -3%
SSA
163
Schonfeld Strategic Advisors
New York
$6.25M 27,437 +23,961 +689%
Caisse de Depot et Placement du Quebec (CDPQ)
164
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.96M 26,181 +24,904 +1,950%
PAG
165
Private Advisor Group
New Jersey
$5.92M 26,015 +101 +0.4%
WC
166
Winmill & Co
New York
$5.61M 24,660 – –
Assenagon Asset Management
167
Assenagon Asset Management
Luxembourg
$5.49M 24,134 -53,318 -69%
Macquarie Group
168
Macquarie Group
Australia
$5.41M 23,766 +1,156 +5%
GKWIM
169
Gerber Kawasaki Wealth & Investment Management
California
$5.4M 23,705 +6,082 +35%
William Blair & Company
170
William Blair & Company
Illinois
$5.34M 23,455 -1,202 -5%
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$5.3M 22,956 -30,238 -57%
BAM
172
Bullseye Asset Management
Colorado
$5.13M 22,527 – –
US Bancorp
173
US Bancorp
Minnesota
$4.8M 21,082 -3,320 -14%
WAG
174
Winthrop Advisory Group
Massachusetts
$4.76M 20,933 +7 +0%
ASRS
175
Arizona State Retirement System
Arizona
$4.73M 20,801 -389 -2%
5 6
7
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