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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$478M
2
Boston Partners
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
Holocene Advisors
New York
$79.2M
5
JCM
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$528M
2
ECU
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
176
Summit Global Investments
Utah
$5.28M -$1.19M -5,451 -18%
US Bancorp
177
US Bancorp
Minnesota
$5.21M -$349K -1,605 -6%
TCM
178
Thames Capital Management
New Jersey
$5.11M +$2.28M +10,496 +81%
EAM
179
EFG Asset Management
Oregon
$5.06M +$131K +605 +3%
PAG
180
Private Advisor Group
New Jersey
$5.03M +$2.83K +13 +0.1%
IIM
181
INTECH Investment Management
Florida
$4.93M +$201K +926 +4%
BAM
182
Bullseye Asset Management
Colorado
$4.9M – – –
T
183
TOBAM
France
$4.88M -$179K -823 -4%
HF
184
HRT Financial
New York
$4.84M +$4.84M +22,248 New
PF
185
Phoenix Financial
Israel
$4.76M +$1.29M +5,940 +37%
ASRS
186
Arizona State Retirement System
Arizona
$4.67M -$366K -1,684 -7%
PP
187
Prudential plc
United Kingdom
$4.64M -$207K -953 -4%
WAG
188
Winthrop Advisory Group
Massachusetts
$4.55M -$217 -1 -0%
JIR
189
James Investment Research
Ohio
$4.45M -$269K -1,237 -6%
MML Investors Services
190
MML Investors Services
Massachusetts
$4.37M +$556K +2,555 +15%
SCA
191
Snowden Capital Advisors
New York
$4.25M +$170K +784 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
192
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.14M -$30.7M -141,072 -88%
Macquarie Group
193
Macquarie Group
Australia
$4.11M +$2.57M +11,837 +168%
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
$4.1M -$695K -3,201 -15%
GI
195
Gradient Investments
Minnesota
$4.05M +$664K +3,056 +20%
SGA
196
Strategic Global Advisors
California
$3.93M -$264K -1,215 -6%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$3.93M -$169K -779 -4%
IMRF
198
Illinois Municipal Retirement Fund
Illinois
$3.86M – – –
GKWIM
199
Gerber Kawasaki Wealth & Investment Management
California
$3.68M +$962K +4,421 +35%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$3.62M -$21.2M -97,476 -85%
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