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LPL Financial
LPLA

Overview Fund Activity

606 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

Holders
606
Holders Change
-19
Holders Change %
-3.04%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
76
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
1
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
2
Millennium Management
New York
$301M
3
SC
3
Samlyn Capital
New York
$359M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.61B
5
EC
5
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$204M
3
Goldman Sachs
3
Goldman Sachs
New York
$68.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
Capital World Investors
5
Capital World Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B 7,938,028 +369,589 +5%
BlackRock
2
BlackRock
New York
$1.32B 6,542,756 +250,448 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$867M 4,283,675 +2,063,212 +93%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$669M 3,305,996 -156,828 -5%
WCM Investment Management
5
WCM Investment Management
California
$499M 2,464,045 -92,231 -4%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$408M 2,016,167 -2,669 -0.1%
LPC
7
Lone Pine Capital
Connecticut
$376M 1,859,641 -147,681 -7%
SC
8
Samlyn Capital
New York
$359M 1,772,888 +380,373 +27%
State Street
9
State Street
Massachusetts
$346M 1,708,552 +69,075 +4%
Millennium Management
10
Millennium Management
New York
$301M 1,487,641 +753,938 +103%
CCP
11
Clarkston Capital Partners
Michigan
$300M 1,484,455 +12,984 +0.9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$295M 1,456,856 +131,196 +10%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$273M 1,348,443 -175,830 -12%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$252M 1,245,919 +36,875 +3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$213M 1,053,398 +227,528 +28%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$208M 1,028,302 -49,317 -5%
AllianceBernstein
17
AllianceBernstein
Tennessee
$206M 1,019,968 -328,068 -24%
ECU
18
Egerton Capital (UK)
United Kingdom
$206M 1,019,727 -208,517 -17%
Norges Bank
19
Norges Bank
Norway
$206M 1,018,727 +11,190 +1%
Capital Research Global Investors
20
Capital Research Global Investors
California
$204M 1,009,106 -758,650 -43%
EAM
21
Eagle Asset Management
Florida
$156M 770,018 -152,269 -17%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$155M 765,361 +62,772 +9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$153M 757,784 +157,317 +26%
EC
24
Eminence Capital
New York
$145M 718,119 +280,540 +64%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$143M 707,966 -98,427 -12%
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