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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
T
176
TOBAM
France
$4.72M 20,734 +138 +0.7%
VanEck Associates
177
VanEck Associates
New York
$4.69M 20,620 +2,946 +17%
Jane Street
178
Jane Street
New York
$4.67M 20,527 -43,777 -68%
PF
179
Phoenix Financial
Israel
$4.66M 18,190 -8,396 -32%
SFP
180
Shepherd Financial Partners
Massachusetts
$4.6M 20,197 +20,197 New
FAF
181
Fjarde Ap-fonden
Sweden
$4.42M 19,400 -3,500 -15%
SPS
182
Susquehanna Portfolio Strategies
Pennsylvania
$4.28M 18,815 +18,815 New
MML Investors Services
183
MML Investors Services
Massachusetts
$4.22M 18,556 -3,280 -15%
GI
184
Gradient Investments
Minnesota
$4.19M 18,424 -338 -2%
FPAS
185
Focus Partners Advisor Solutions
Missouri
$4.07M 17,865 +30 +0.2%
IMRF
186
Illinois Municipal Retirement Fund
Illinois
$4.04M 17,742 – –
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$4.04M 17,740 -55 -0.3%
PI
188
Putnam Investments
Massachusetts
$3.92M 17,228 +17,228 New
VAS
189
Vestmark Advisory Solutions
Massachusetts
$3.92M 17,212 +514 +3%
SCA
190
Snowden Capital Advisors
New York
$3.73M 16,387 -3,024 -16%
Handelsbanken Fonder
191
Handelsbanken Fonder
Sweden
$3.71M 16,281 +2,200 +16%
Bank of Nova Scotia
192
Bank of Nova Scotia
Ontario, Canada
$3.69M 16,209 +4,391 +37%
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$3.66M 16,091 -2,863 -15%
II
194
IFM Investors
Australia
$3.61M 15,844 – –
CWM
195
Cornerstone Wealth Management
Missouri
$3.57M 15,662 -1,015 -6%
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$3.56M 15,619 -3,704 -19%
Skandinaviska Enskilda Banken (SEB)
197
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.52M 15,477 -200 -1%
NFA
198
Northwest Financial Advisors
Virginia
$3.5M 15,380 +15,380 New
ERIC
199
Eagle Rock Investment Company
Georgia
$3.48M 15,310 -90 -0.6%
EAM
200
EFG Asset Management
Oregon
$3.48M 15,304 -6,667 -30%
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