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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
3
HMI Capital Management
California
$98.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$422M
2
Millennium Management
2
Millennium Management
New York
$169M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$681M
5
LPC
5
Lone Pine Capital
Connecticut
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$5.6M +$27.2K +103 +0.5%
CIC
177
Chilton Investment Company
Connecticut
$5.6M +$5.6M +21,178 New
ASRS
178
Arizona State Retirement System
Arizona
$5.5M -$528 -2 -0%
WAG
179
Winthrop Advisory Group
Massachusetts
$5.49M -$39.6K -150 -0.7%
WT
180
Whittier Trust
California
$5.46M +$5.46M +20,662 New
SWM
181
Segment Wealth Management
Texas
$5.38M +$1.54M +5,838 +40%
SCA
182
Snowden Capital Advisors
New York
$5.28M +$951K +3,599 +22%
FAF
183
Fjarde Ap-fonden
Sweden
$5.15M +$26.4K +100 +0.5%
SPS
184
Susquehanna Portfolio Strategies
Pennsylvania
$4.97M – – –
VAS
185
Vestmark Advisory Solutions
Massachusetts
$4.89M +$347K +1,314 +8%
MML Investors Services
186
MML Investors Services
Massachusetts
$4.77M -$133K -503 -3%
IMRF
187
Illinois Municipal Retirement Fund
Illinois
$4.69M – – –
GI
188
Gradient Investments
Minnesota
$4.35M -$518K -1,959 -11%
Handelsbanken Fonder
189
Handelsbanken Fonder
Sweden
$4.3M – – –
CWM
190
Cornerstone Wealth Management
Missouri
$4.15M +$7.66K +29 +0.2%
II
191
IFM Investors
Australia
$4.11M -$71.6K -271 -2%
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$4.1M -$151K -573 -4%
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$4.08M -$44.1K -167 -1%
Mariner
194
Mariner
Kansas
$4.08M +$186K +704 +5%
NFA
195
Northwest Financial Advisors
Virginia
$4.07M +$4.49K +17 +0.1%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$4.05M -$632K -2,392 -13%
ERIC
197
Eagle Rock Investment Company
Georgia
$3.99M -$52K -197 -1%
Skandinaviska Enskilda Banken (SEB)
198
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.99M -$102K -385 -2%
KOCAA
199
Knights of Columbus Asset Advisors
Connecticut
$3.99M +$1.5M +5,666 +60%
Principal Financial Group
200
Principal Financial Group
Iowa
$3.93M -$68.2K -258 -2%
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