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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 %
NFA
201
Northwest Financial Advisors
Virginia
$4.3M 15,413 +16 +0.1%
FRAF
202
Första AP-fonden
Sweden
$4.27M 15,300 -12,900 -46%
ACM
203
Argent Capital Management
Missouri
$4.24M 15,165 +11,915 +367%
KOCAA
204
Knights of Columbus Asset Advisors
Connecticut
$4.24M 15,164 +80 +0.5%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.22M 15,094 +2 +0%
LAM
206
LECAP Asset Management
United Kingdom
$4.18M 14,950 +14,950 New
ERIC
207
Eagle Rock Investment Company
Georgia
$4.11M 14,731 -382 -3%
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$4.05M 14,510 -942 -6%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$4.03M 14,439 +805 +6%
PCM
210
Palestra Capital Management
New York
$4.01M 14,362 +6,162 +75%
BCIM
211
British Columbia Investment Management
British Columbia, Canada
$3.98M 14,261 +5,232 +58%
PCM
212
Prana Capital Management
Connecticut
$3.91M 13,987 +13,987 New
JIR
213
James Investment Research
Ohio
$3.9M 13,966 -731 -5%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$3.88M 13,909 +1,912 +16%
QCM
215
Quantinno Capital Management
New York
$3.87M 13,844 +2,179 +19%
SFP
216
Shepherd Financial Partners
Massachusetts
$3.84M 13,755 – –
Swedbank
217
Swedbank
Sweden
$3.83M 13,709 -100 -0.7%
Federated Hermes
218
Federated Hermes
Pennsylvania
$3.79M 13,585 +2,616 +24%
CWM
219
Cornerstone Wealth Management
Missouri
$3.78M 13,544 -2,147 -14%
X
220
Xponance
Pennsylvania
$3.71M 13,301 -135 -1%
NICM
221
Neo Ivy Capital Management
New York
$3.7M 13,248 +13,248 New
KCM
222
Kennedy Capital Management
Missouri
$3.67M 13,138 +2,859 +28%
SCM
223
Silvant Capital Management
Georgia
$3.56M 12,746 – –
CIBC World Market
224
CIBC World Market
Ontario, Canada
$3.49M 12,504 +100 +0.8%
SA
225
Sanctuary Advisors
Indiana
$3.48M 13,060 +13,060 New
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9
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