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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 %
Daiwa Securities Group
201
Daiwa Securities Group
Japan
$3.69M +$1.24M +5,320 +51%
MME
202
Meag Munich Ergo
Germany
$3.68M +$2.79M +11,984 +314%
MF
203
Magnetar Financial
Illinois
$3.66M +$3M +12,880 +450%
AAS
204
Annex Advisory Services
Wisconsin
$3.63M +$944K +4,056 +35%
FRAF
205
Första AP-fonden
Sweden
$3.63M +$69.8K +300 +2%
Dodge & Cox
206
Dodge & Cox
California
$3.62M +$3.62M +15,556 New
NFA
207
Northwest Financial Advisors
Virginia
$3.6M +$15.1K +65 +0.4%
ACM
208
Argent Capital Management
Missouri
$3.6M +$69.8K +300 +2%
AI
209
Atria Investments
North Carolina
$3.6M -$297K -1,275 -8%
OAM
210
Oppenheimer Asset Management
New York
$3.55M +$2.86M +12,304 +419%
MML Investors Services
211
MML Investors Services
Massachusetts
$3.53M -$324K -1,392 -8%
Skandinaviska Enskilda Banken (SEB)
212
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.52M +$6.98K +30 +0.2%
TP
213
Teca Partners
Texas
$3.5M +$3.5M +15,061 New
KOCAA
214
Knights of Columbus Asset Advisors
Connecticut
$3.4M -$129K -555 -4%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$3.36M +$3.02K +13 +0.1%
QCM
216
Quantinno Capital Management
New York
$3.35M +$128K +550 +4%
EF
217
Empowered Funds
Pennsylvania
$3.32M +$1.09M +4,702 +49%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$3.2M -$747K -2,992 -19%
SFP
219
Shepherd Financial Partners
Massachusetts
$3.2M – – –
Federated Hermes
220
Federated Hermes
Pennsylvania
$3.16M – – –
AAF
221
Andra AP-fonden
Sweden
$3.14M +$3.12M +13,400 +13,400%
X
222
Xponance
Pennsylvania
$3.04M -$54.7K -235 -2%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$3.02M +$1.23M +5,304 +69%
Lazard Asset Management
224
Lazard Asset Management
New York
$3M +$2.99M +12,857 +25,210%
TC
225
TwinBeech Capital
New York
$2.99M -$689K -2,960 -19%
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