LPLA icon

LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
MIF
176
Mediolanum International Funds
Ireland
$6.46M 25,052 -1,433 -5%
VanEck Associates
177
VanEck Associates
New York
$6.3M 22,566 -1,023 -4%
SGA
178
Strategic Global Advisors
California
$6.17M 22,074 +12,143 +122%
Principal Financial Group
179
Principal Financial Group
Iowa
$6.14M 21,974 +7,112 +48%
WT
180
Whittier Trust
California
$6.08M 21,758 +1,096 +5%
BAM
181
Bullseye Asset Management
Colorado
$6.01M 21,527 -1,000 -4%
US Bancorp
182
US Bancorp
Minnesota
$5.94M 21,278 +93 +0.4%
FAFTFSNP
183
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$5.84M 20,900 +20,900 New
WAG
184
Winthrop Advisory Group
Massachusetts
$5.8M 20,783 – –
ASRS
185
Arizona State Retirement System
Arizona
$5.71M 20,453 -346 -2%
PE
186
Point72 Europe
United Kingdom
$5.47M 19,600 +19,600 New
DS
187
DRW Securities
Illinois
$5.42M 19,400 +19,400 New
NW
188
NewEdge Wealth
Pennsylvania
$5.41M 19,375 -37,716 -66%
VAS
189
Vestmark Advisory Solutions
Massachusetts
$5.33M 19,100 +574 +3%
Capital World Investors
190
Capital World Investors
California
$4.97M 17,807 +17,807 New
IMRF
191
Illinois Municipal Retirement Fund
Illinois
$4.96M 17,742 – –
AI
192
Atria Investments
North Carolina
$4.67M 16,733 +4,548 +37%
MML Investors Services
193
MML Investors Services
Massachusetts
$4.63M 16,581 -1,472 -8%
GI
194
Gradient Investments
Minnesota
$4.57M 16,370 -95 -0.6%
Handelsbanken Fonder
195
Handelsbanken Fonder
Sweden
$4.52M 16,181 -100 -0.6%
Mariner
196
Mariner
Kansas
$4.49M 16,072 +645 +4%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$4.42M 15,818 +300 +2%
TC
198
TwinBeech Capital
New York
$4.42M 15,812 +15,812 New
II
199
IFM Investors
Australia
$4.35M 15,573 – –
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$4.33M 15,508 +160 +1%
6 7
8
9 10