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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$723M
2
First Trust Advisors
First Trust Advisors
Illinois
$231M
3
Marshall Wace
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$773M
5
LPC
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
Morgan Stanley
New York
$203M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
BlackRock
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
176
Whittier Trust
California
$5.3M +$239K +1,026 +5%
GKWIM
177
Gerber Kawasaki Wealth & Investment Management
California
$5.02M -$1.59M -6,843 -24%
BAM
178
Bullseye Asset Management
Colorado
$5.01M – – –
Nomura Asset Management
179
Nomura Asset Management
Japan
$5M -$1.74M -7,481 -26%
ASRS
180
Arizona State Retirement System
Arizona
$4.98M +$221K +951 +5%
WAG
181
Winthrop Advisory Group
Massachusetts
$4.84M +$4.65K +20 +0.1%
FAF
182
Fjarde Ap-fonden
Sweden
$4.82M +$4.82M +20,700 New
CB
183
Commerce Bank
Missouri
$4.78M -$36.2M -155,726 -88%
VAS
184
Vestmark Advisory Solutions
Massachusetts
$4.73M +$290K +1,248 +7%
EGM
185
Engineers Gate Manager
New York
$4.72M +$3.68M +15,821 +354%
US Bancorp
186
US Bancorp
Minnesota
$4.72M -$231K -991 -5%
DS
187
DRW Securities
Illinois
$4.67M +$158K +680 +4%
KCM
188
Kennedy Capital Management
Missouri
$4.63M +$1.58M +6,781 +52%
Walleye Capital
189
Walleye Capital
New York
$4.63M +$3.74M +16,086 +420%
Handelsbanken Fonder
190
Handelsbanken Fonder
Sweden
$4.58M +$814K +3,500 +22%
PCM
191
Prana Capital Management
Connecticut
$4.39M +$1.14M +4,889 +35%
ERIC
192
Eagle Rock Investment Company
Georgia
$4.2M +$772K +3,320 +23%
Capital World Investors
193
Capital World Investors
California
$4.14M – – –
IMRF
194
Illinois Municipal Retirement Fund
Illinois
$4.13M – – –
WAM
195
Weiss Asset Management
Massachusetts
$4.01M +$4.01M +17,226 New
SMDAM
196
Sumitomo Mitsui DS Asset Management
Japan
$3.88M -$4.44M -19,098 -53%
CM
197
Crestline Management
Texas
$3.88M +$3.88M +16,666 New
Swedbank
198
Swedbank
Sweden
$3.82M +$633K +2,720 +20%
Parallax Volatility Advisers
199
Parallax Volatility Advisers
California
$3.76M +$3.76M +16,172 New
II
200
IFM Investors
Australia
$3.69M +$70.5K +303 +2%
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