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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$478M
2
Boston Partners
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
Holocene Advisors
New York
$79.2M
5
JCM
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$528M
2
ECU
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
201
Beacon Investment Advisors
Maryland
$3.61M +$2.56M +11,794 +244%
CWM
202
Cornerstone Wealth Management
Missouri
$3.61M -$16.1K -74 -0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
203
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.59M +$1.81M +8,304 +101%
BBVA
204
Banco Bilbao Vizcaya Argentaria
Spain
$3.57M -$35.9K -165 -1%
II
205
IFM Investors
Australia
$3.56M -$122K -562 -3%
APG Asset Management
206
APG Asset Management
Netherlands
$3.47M -$2.09M -10,500 -38%
Principal Financial Group
207
Principal Financial Group
Iowa
$3.43M +$1.2M +5,513 +54%
Skandinaviska Enskilda Banken (SEB)
208
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.42M +$482K +2,216 +16%
NW
209
NewEdge Wealth
Pennsylvania
$3.41M +$105K +482 +3%
BCM
210
BlueMar Capital Management
Florida
$3.41M +$2.72M +12,527 +399%
TPCW
211
TD Private Client Wealth
New York
$3.37M +$818K +3,761 +32%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$3.37M +$118K +543 +4%
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$3.36M +$838K +3,803 +33%
DnB Asset Management
214
DnB Asset Management
Norway
$3.22M -$54.4K -250 -2%
VCA
215
Verdence Capital Advisors
Maryland
$3.19M -$33.7K -155 -1%
TAF
216
Tredje AP-fonden
Sweden
$3.09M -$584K -2,688 -16%
Handelsbanken Fonder
217
Handelsbanken Fonder
Sweden
$3.06M +$522K +2,400 +21%
Swedbank
218
Swedbank
Sweden
$3.04M -$4.23M -19,442 -58%
VanEck Associates
219
VanEck Associates
New York
$3.02M +$3.02M +13,876 New
Tudor Investment Corp
220
Tudor Investment Corp
Connecticut
$2.98M +$2.98M +13,725 New
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$2.98M -$39.4M -181,235 -93%
WG
222
Winton Group
United Kingdom
$2.98M +$2.98M +13,684 New
Allianz Asset Management
223
Allianz Asset Management
Germany
$2.96M -$1.09M -5,008 -27%
URS
224
Utah Retirement Systems
Utah
$2.92M -$152K -700 -5%
Voloridge Investment Management
225
Voloridge Investment Management
Florida
$2.86M -$13.2M -60,836 -82%
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