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LPL Financial
LPLA

Overview Fund Activity

584 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, 234 reducing their positions, and 92 closing their positions.

Holders
584
Holders Change
-22
Holders Change %
-3.63%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
92
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$478M
2
Boston Partners
2
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
4
Holocene Advisors
New York
$79.2M
5
JCM
5
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$528M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
3
Millennium Management
New York
$121M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B 7,420,139 -517,889 -7%
BlackRock
2
BlackRock
New York
$1.36B 6,277,843 -264,913 -4%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$735M 3,380,068 +74,072 +2%
WCM Investment Management
4
WCM Investment Management
California
$532M 2,446,845 -17,200 -0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$528M 2,426,302 -1,857,373 -43%
Capital Research Global Investors
6
Capital Research Global Investors
California
$478M 2,197,845 +1,188,739 +118%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$449M 2,065,911 +49,744 +2%
LPC
8
Lone Pine Capital
Connecticut
$436M 2,003,058 +143,417 +8%
SC
9
Samlyn Capital
New York
$401M 1,843,225 +70,337 +4%
State Street
10
State Street
Massachusetts
$372M 1,711,245 +2,693 +0.2%
CCP
11
Clarkston Capital Partners
Michigan
$327M 1,501,863 +17,408 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$286M 1,318,823 -138,033 -9%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$270M 1,240,651 -5,268 -0.4%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$240M 1,101,579 +48,181 +5%
Norges Bank
15
Norges Bank
Norway
$227M 1,042,985 +24,258 +2%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$206M 946,569 -81,733 -8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$204M 938,123 +180,339 +24%
Boston Partners
18
Boston Partners
Massachusetts
$184M 847,460 +785,347 +1,264%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$178M 818,587 +53,226 +7%
EC
20
Eminence Capital
New York
$171M 784,225 +66,106 +9%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$162M 744,070 +126,947 +21%
EAM
22
Eagle Asset Management
Florida
$160M 737,232 -32,786 -4%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$156M 718,473 +10,507 +1%
DPCM
24
Darlington Partners Capital Management
California
$153M 705,468 +52,202 +8%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$141M 650,449 +57,292 +10%
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