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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
Pictet Asset Management
151
Pictet Asset Management
Switzerland
$10.1M 36,204 -2,536 -7%
TW
152
Transform Wealth
Colorado
$10.1M 36,141 +4,337 +14%
SMDAM
153
Sumitomo Mitsui DS Asset Management
Japan
$9.99M 35,775 -1,165 -3%
Corient Private Wealth
154
Corient Private Wealth
Florida
$9.89M 35,411 +458 +1%
BPIM
155
Brant Point Investment Management
New York
$9.6M 34,372 -100 -0.3%
Asset Management One
156
Asset Management One
Japan
$8.67M 31,027 -1,211 -4%
RCM
157
Rivermont Capital Management
New York
$8.66M 30,997 +30,997 New
SWM
158
Segment Wealth Management
Texas
$8.61M 30,832 +10,451 +51%
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.5M 30,448 -6,058 -17%
MSV
160
MN Services Vermogensbeheer
Netherlands
$8.3M 29,700 -900 -3%
SCA
161
Snowden Capital Advisors
New York
$8.2M 29,348 +9,362 +47%
Nomura Asset Management
162
Nomura Asset Management
Japan
$8.09M 28,963 -182 -0.6%
GKWIM
163
Gerber Kawasaki Wealth & Investment Management
California
$7.94M 28,417 -169 -0.6%
T
164
TOBAM
France
$7.76M 27,767 -13,835 -33%
State of New Jersey Common Pension Fund D
165
State of New Jersey Common Pension Fund D
New Jersey
$7.61M 27,243 -16,940 -38%
KW
166
KWB Wealth
California
$7.52M 28,459 – –
PAG
167
Private Advisor Group
New Jersey
$7.49M 26,822 +1,739 +7%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$7.29M 26,110 +689 +3%
Renaissance Technologies
169
Renaissance Technologies
New York
$7.12M 25,476 -68,624 -73%
IIM
170
INTECH Investment Management
Florida
$7M 25,067 -16,783 -40%
WC
171
Winmill & Co
New York
$6.89M 24,660 – –
William Blair & Company
172
William Blair & Company
Illinois
$6.87M 24,601 -686 -3%
RAM
173
Resona Asset Management
Japan
$6.76M 24,215 -1,772 -7%
BAMF
174
BI Asset Management Fondsmaeglerselskab
Denmark
$6.76M 24,187 +22,369 +1,230%
Allianz Asset Management
175
Allianz Asset Management
Germany
$6.58M 23,565 +15,691 +199%
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