LPLA icon

LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
HMI Capital Management
California
$98.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$422M
2
Millennium Management
Millennium Management
New York
$169M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$681M
5
LPC
Lone Pine Capital
Connecticut
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
151
Asset Management One
Japan
$8.52M -$694K -2,625 -8%
TW
152
Transform Wealth
Colorado
$8.4M +$8.4M +31,804 New
MSV
153
MN Services Vermogensbeheer
Netherlands
$8.09M -$1.77M -6,700 -18%
Walleye Capital
154
Walleye Capital
New York
$8.02M +$4.14M +15,660 +107%
Korea Investment Corp
155
Korea Investment Corp
South Korea
$8.01M -$6.86M -25,968 -46%
1WCM
156
12 West Capital Management
New York
$8.01M +$8.01M +30,300 New
Mawer Investment Management
157
Mawer Investment Management
Alberta, Canada
$7.83M +$3.91M +14,799 +100%
Nomura Asset Management
158
Nomura Asset Management
Japan
$7.7M -$374K -1,415 -5%
GKWIM
159
Gerber Kawasaki Wealth & Investment Management
California
$7.55M +$1.29M +4,881 +21%
KW
160
KWB Wealth
California
$7.52M +$1.32K +5 +0%
Jane Street
161
Jane Street
New York
$7.49M +$2.07M +7,837 +38%
FRAF
162
Första AP-fonden
Sweden
$7.45M -$3.3M -12,500 -31%
AAF
163
Andra AP-fonden
Sweden
$7M -$845K -3,200 -11%
MIF
164
Mediolanum International Funds
Ireland
$6.95M +$6.95M +26,485 New
RAM
165
Resona Asset Management
Japan
$6.87M +$6.87M +25,987 New
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$6.72M -$685K -2,591 -9%
William Blair & Company
167
William Blair & Company
Illinois
$6.68M +$484K +1,832 +8%
PAG
168
Private Advisor Group
New Jersey
$6.63M -$246K -932 -4%
WC
169
Winmill & Co
New York
$6.52M – – –
PMAM
170
Picton Mahoney Asset Management
Ontario, Canada
$6.24M +$6.24M +23,628 New
VanEck Associates
171
VanEck Associates
New York
$6.23M +$785K +2,969 +14%
CLOS
172
Compagnie Lombard Odier SCmA
Switzerland
$6.13M +$2.85M +10,779 +87%
PF
173
Phoenix Financial
Israel
$6.04M +$1.24M +4,677 +26%
BAM
174
Bullseye Asset Management
Colorado
$5.95M – – –
LP
175
LMR Partners
United Kingdom
$5.75M -$5.81M -22,000 -50%
5 6
7
8 9