LPL Financial
LPLA
587 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, 237 reducing their positions, and 94 closing their positions.
93% more call options, than puts
Call options by funds: $55.8M | Put options by funds: $28.9M
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
3% more capital invested
Capital invested by funds: $15.1B → $15.6B (+$493M)
2.34% less ownership
Funds ownership: 95.29% → 92.95% (-2.3%)
4% less funds holding
Funds holding: 611 → 587 (-24)
17% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 237
21% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$238M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$157M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$79.3M |
| 4 |
Holocene Advisors
New York
|
+$72.9M |
| 5 |
JCM
Junto Capital Management
New York
|
+$66.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$372M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$206M |
| 3 |
Millennium Management
New York
|
-$186M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$142M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$111M |
LPLA Hedge Fund Activity: Q2 2023 in Review
587 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2023, worth a combined $15.6B — up 3.3% from $15.1B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of LPLA and 74 opened new positions — a net loss of 20 holders — while 237 trimmed existing stakes and 197 added.
The largest buyer was Capital Research Global Investors, adding an estimated $238M. The largest seller was Fidelity Investments, cutting an estimated $372M.
- 587 institutional investors held LPL Financial (LPLA) as of Q2 2023, down from 611 in Q1 2023.
- Funds reported $15.6B of LPL Financial stock for Q2 2023, up 3.3% quarter-over-quarter.
- 74 funds opened new LPL Financial positions in Q2 2023 and 94 closed out, a net change of -20 holders.
- The largest LPL Financial buyer in Q2 2023 was Capital Research Global Investors, an estimated $238M added.
- The largest LPL Financial seller in Q2 2023 was Fidelity Investments, an estimated $372M sold.
Based on aggregated 13F filings for Q2 2023.