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LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$624M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$135M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$109M
4
WCA
4
Waratah Capital Advisors
Ontario, Canada
$56.6M
5
Ameriprise
5
Ameriprise
Minnesota
$64.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
SC
2
Samlyn Capital
New York
$328M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$66.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.69B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$37.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B 7,092,610 -327,529 -4%
BlackRock
2
BlackRock
New York
$1.51B 6,344,261 +66,418 +1%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$732M 3,078,768 -301,300 -9%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$624M 2,625,509 +2,085,719 +386%
WCM Investment Management
5
WCM Investment Management
California
$584M 2,457,027 +10,182 +0.4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$555M 2,334,076 +136,231 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$540M 2,272,931 -153,371 -6%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$510M 2,145,780 +79,869 +4%
LPC
9
Lone Pine Capital
Connecticut
$437M 1,840,114 -162,944 -8%
State Street
10
State Street
Massachusetts
$413M 1,738,451 +27,206 +2%
CCP
11
Clarkston Capital Partners
Michigan
$354M 1,490,998 -10,865 -0.7%
SC
12
Samlyn Capital
New York
$328M 1,379,789 -463,436 -25%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$316M 1,330,533 +11,710 +0.9%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$285M 1,199,577 -41,074 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$261M 1,099,608 +161,485 +17%
Norges Bank
16
Norges Bank
Norway
$212M 892,614 -150,371 -14%
Boston Partners
17
Boston Partners
Massachusetts
$201M 845,127 -2,333 -0.3%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$198M 831,134 -270,445 -25%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$185M 778,764 -39,823 -5%
EAM
20
Eagle Asset Management
Florida
$175M 734,690 -2,542 -0.3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$173M 729,004 +10,531 +1%
DPCM
22
Darlington Partners Capital Management
California
$172M 722,617 +17,149 +2%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$170M 714,970 -29,100 -4%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$170M 713,378 -233,191 -25%
EC
25
Eminence Capital
New York
$166M 698,598 -85,627 -11%
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