LPLA icon

LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$723M
2
First Trust Advisors
First Trust Advisors
Illinois
$231M
3
Marshall Wace
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$773M
5
LPC
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
Morgan Stanley
New York
$203M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
BlackRock
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Cinctive Capital Management
New York
$7.64M -$1.75M -7,508 -19%
IA
152
Icon Advisers
Colorado
$7.58M -$2.95M -12,699 -28%
CCM
153
Channing Capital Management
Illinois
$7.4M -$1.56M -6,697 -17%
Asset Management One
154
Asset Management One
Japan
$7.17M -$51.9K -223 -0.7%
Assenagon Asset Management
155
Assenagon Asset Management
Luxembourg
$6.94M -$13M -56,088 -65%
BHCM
156
Brevan Howard Capital Management
Jersey
$6.93M +$6.93M +29,801 New
Allianz Asset Management
157
Allianz Asset Management
Germany
$6.82M +$1.34M +5,768 +24%
HT
158
Headlands Technologies
Illinois
$6.78M +$6.78M +29,126 New
MSV
159
MN Services Vermogensbeheer
Netherlands
$6.77M -$140K -600 -2%
MIF
160
Mediolanum International Funds
Ireland
$6.58M +$806K +3,496 +14%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.46M -$626K -2,689 -9%
2
162
2Xideas
Switzerland
$6.4M -$2.95M -12,673 -32%
State of New Jersey Common Pension Fund D
163
State of New Jersey Common Pension Fund D
New Jersey
$6.38M +$38.4K +165 +0.6%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$6.33M +$257K +1,104 +4%
PAG
165
Private Advisor Group
New Jersey
$6.3M +$64.2K +276 +1%
SSA
166
Schonfeld Strategic Advisors
New York
$6.16M -$5.32M -22,873 -46%
Arrowstreet Capital
167
Arrowstreet Capital
Massachusetts
$6.07M +$5.66M +24,333 +1,386%
SGA
168
Strategic Global Advisors
California
$5.96M +$820K +3,527 +16%
Principal Financial Group
169
Principal Financial Group
Iowa
$5.91M +$801K +3,444 +16%
BPIM
170
Brant Point Investment Management
New York
$5.81M -$2.19M -9,406 -27%
Two Sigma Investments
171
Two Sigma Investments
New York
$5.78M +$4.5M +19,336 +352%
Tudor Investment Corp
172
Tudor Investment Corp
Connecticut
$5.64M -$16.5M -70,771 -74%
RAM
173
Resona Asset Management
Japan
$5.46M -$171K -734 -3%
William Blair & Company
174
William Blair & Company
Illinois
$5.38M -$344K -1,479 -6%
SA
175
Sanctuary Advisors
Indiana
$5.36M +$1.09M +3,339 +26%
5 6
7
8 9