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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
Millennium Management
New York
$301M
3
SC
Samlyn Capital
New York
$359M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
5
EC
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$204M
3
Goldman Sachs
Goldman Sachs
New York
$68.5M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PE
201
Point72 Europe
United Kingdom
$4.25M -$5.87M -29,000 -58%
WAG
202
Winthrop Advisory Group
Massachusetts
$4.24M – – –
MME
203
Meag Munich Ergo
Germany
$4.05M +$1.17M +5,796 +41%
IECM
204
Intrinsic Edge Capital Management
Illinois
$4.05M +$4.05M +20,000 New
WAM
205
Weiss Asset Management
Massachusetts
$3.99M -$60.7K -300 -2%
MG
206
Markel Group
Virginia
$3.98M +$3.44M +16,989 +634%
Royal London Asset Management
207
Royal London Asset Management
United Kingdom
$3.96M +$3.96M +19,587 New
BBHC
208
Brown Brothers Harriman & Co
New York
$3.91M +$3.03M +14,957 +344%
SGA
209
Strategic Global Advisors
California
$3.91M +$2.09M +10,309 +115%
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$3.81M -$545K -2,694 -13%
SCA
211
Snowden Capital Advisors
New York
$3.8M +$2.72M +13,420 +251%
Mirae Asset Global Investments
212
Mirae Asset Global Investments
South Korea
$3.77M +$499K +2,463 +15%
Allianz Asset Management
213
Allianz Asset Management
Germany
$3.77M +$1.55M +7,676 +70%
WBC
214
Westpac Banking Corp
Australia
$3.7M -$95.7K -473 -3%
IMRF
215
Illinois Municipal Retirement Fund
Illinois
$3.59M – – –
MML Investors Services
216
MML Investors Services
Massachusetts
$3.55M -$1.52M -7,526 -30%
AB
217
Amalgamated Bank
New York
$3.49M -$281K -1,390 -7%
II
218
IFM Investors
Australia
$3.43M +$49.8K +246 +1%
TAF
219
Tredje AP-fonden
Sweden
$3.42M +$152K +753 +5%
CWM
220
Cornerstone Wealth Management
Missouri
$3.37M +$3.37M +16,670 New
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$3.37M -$1.62M -8,008 -33%
BBVA
222
Banco Bilbao Vizcaya Argentaria
Spain
$3.35M +$68.6K +339 +2%
SCM
223
Segantii Capital Management
Hong Kong
$3.34M +$3.34M +16,500 New
AHB
224
Abner Herrman & Brock
New Jersey
$3.28M – – –
PF
225
Phoenix Financial
Israel
$3.23M +$590K +2,910 +22%
7 8
9
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