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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
Millennium Management
New York
$301M
3
SC
Samlyn Capital
New York
$359M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
5
EC
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$204M
3
Goldman Sachs
Goldman Sachs
New York
$68.5M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAF
176
Andra AP-fonden
Sweden
$6.17M +$81K +400 +1%
BAMF
177
BI Asset Management Fondsmaeglerselskab
Denmark
$6.15M +$2.32M +11,447 +60%
SWM
178
Segment Wealth Management
Texas
$6.08M +$6.08M +30,038 New
KW
179
KWB Wealth
California
$6.05M +$6.05M +27,975 New
SGI
180
Summit Global Investments
Utah
$6.02M +$2.11M +10,421 +54%
AACP
181
Advantage Alpha Capital Partners
California
$6.02M +$1.08M +5,322 +22%
Mitsubishi UFJ Asset Management
182
Mitsubishi UFJ Asset Management
Japan
$5.62M +$305K +1,506 +6%
MCM
183
Moore Capital Management
New York
$5.32M +$5.32M +26,280 New
PCM
184
Prana Capital Management
Connecticut
$5.28M +$5.28M +26,068 New
APG Asset Management
185
APG Asset Management
Netherlands
$5.2M -$1.05M -5,637 -17%
US Bancorp
186
US Bancorp
Minnesota
$5.17M -$4.79M -23,653 -48%
ECM
187
ExodusPoint Capital Management
New York
$5.01M -$876K -4,328 -15%
FAF
188
Fjarde Ap-fonden
Sweden
$4.98M -$142K -700 -3%
ACM
189
Aquatic Capital Management
Illinois
$4.96M +$4.96M +24,500 New
ERIC
190
Eagle Rock Investment Company
Georgia
$4.84M +$2.6M +12,838 +116%
T
191
TOBAM
France
$4.71M +$4.44M +21,919 +1,648%
ASRS
192
Arizona State Retirement System
Arizona
$4.68M +$114K +563 +2%
PAG
193
Private Advisor Group
New Jersey
$4.68M +$178K +877 +4%
EAM
194
EFG Asset Management
Oregon
$4.59M +$852K +4,209 +23%
BAM
195
Bullseye Asset Management
Colorado
$4.56M – – –
PP
196
Prudential plc
United Kingdom
$4.51M -$704K -3,478 -14%
Toronto Dominion Bank
197
Toronto Dominion Bank
Ontario, Canada
$4.47M -$204K -1,009 -4%
IIM
198
INTECH Investment Management
Florida
$4.4M -$889K -4,393 -17%
JIR
199
James Investment Research
Ohio
$4.4M +$205K +1,012 +5%
Verition Fund Management
200
Verition Fund Management
Connecticut
$4.35M +$3.92M +19,376 +922%
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