LPL Financial
LPLA
600 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 194 reducing their positions, and 52 closing their positions.
315% more call options, than puts
Call options by funds: $165M | Put options by funds: $39.8M
37% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 52
28% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 194
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
9% more capital invested
Capital invested by funds: $15.6B → $17.1B (+$1.48B)
2.47% more ownership
Funds ownership: 92.56% → 95.03% (+2.5%)
2% more funds holding
Funds holding: 588 → 600 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$484M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$125M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$83M |
| 4 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$55.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$53.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$123M |
| 2 |
SC
Samlyn Capital
New York
|
-$108M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$82.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$76.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$75.9M |
LPLA Hedge Fund Activity: Q3 2023 in Review
600 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2023, worth a combined $17.1B — up 9.5% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new LPLA positions and 52 closed out — a net gain of 19 holders — while 248 added to existing stakes and 194 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $484M. The largest seller was Citadel Advisors, cutting an estimated $123M.
- 600 institutional investors held LPL Financial (LPLA) as of Q3 2023, up from 588 in Q2 2023.
- Funds reported $17.1B of LPL Financial stock for Q3 2023, up 9.5% quarter-over-quarter.
- 71 funds opened new LPL Financial positions in Q3 2023 and 52 closed out, a net change of +19 holders.
- The largest LPL Financial buyer in Q3 2023 was T. Rowe Price Associates, an estimated $484M added.
- The largest LPL Financial seller in Q3 2023 was Citadel Advisors, an estimated $123M sold.
Based on aggregated 13F filings for Q3 2023.