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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$422M
2
Millennium Management
Millennium Management
New York
$169M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$681M
5
LPC
Lone Pine Capital
Connecticut
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
201
James Investment Research
Ohio
$3.88M +$12.4K +47 +0.3%
EGM
202
Engineers Gate Manager
New York
$3.83M +$766K +2,900 +25%
TPCW
203
TD Private Client Wealth
New York
$3.75M +$263K +994 +8%
Swedbank
204
Swedbank
Sweden
$3.65M -$92.2K -349 -2%
SFP
205
Shepherd Financial Partners
Massachusetts
$3.63M -$1.7M -6,442 -32%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$3.6M +$2.6M +9,854 +261%
X
207
Xponance
Pennsylvania
$3.55M +$877K +3,320 +33%
Cerity Partners
208
Cerity Partners
New York
$3.52M +$2.21M +8,357 +169%
URS
209
Utah Retirement Systems
Utah
$3.47M – – –
HCP
210
Hiddenite Capital Partners
New York
$3.41M +$3.41M +12,900 New
PHK
211
Point72 Hong Kong
Hong Kong
$3.41M +$2.16M +8,184 +174%
SCM
212
Silvant Capital Management
Georgia
$3.37M +$666K +2,522 +25%
CIBC World Market
213
CIBC World Market
Ontario, Canada
$3.28M +$26.7K +101 +0.8%
BCM
214
BlueMar Capital Management
Florida
$3.23M -$48.3K -183 -1%
AI
215
Atria Investments
North Carolina
$3.22M -$110K -416 -3%
TAF
216
Tredje AP-fonden
Sweden
$3.19M +$72.7K +275 +2%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$3.17M -$4.9M -18,558 -61%
HAI
218
Hennessy Advisors Inc
California
$3.12M +$3.12M +11,800 New
HighTower Advisors
219
HighTower Advisors
Illinois
$3.11M +$1.36M +5,134 +78%
QCM
220
Quantinno Capital Management
New York
$3.08M +$314K +1,188 +11%
AAS
221
Annex Advisory Services
Wisconsin
$3.07M -$157K -593 -5%
BCM
222
Bridgeway Capital Management
Texas
$2.99M -$5.28K -20 -0.2%
DnB Asset Management
223
DnB Asset Management
Norway
$2.98M -$4.75M -17,996 -61%
WTC
224
WhitTier Trust Company
Nevada
$2.96M +$2.94M +11,112 +12,772%
Mirae Asset Global Investments
225
Mirae Asset Global Investments
South Korea
$2.95M +$368K +1,519 +14%
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9
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