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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.63B 7,141,049 +48,439 +0.7%
BlackRock
2
BlackRock
New York
$1.36B 5,961,459 -382,802 -6%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$647M 2,843,632 -235,136 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$637M 2,799,190 +526,259 +23%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$559M 2,456,051 -169,458 -6%
Capital Research Global Investors
6
Capital Research Global Investors
California
$503M 2,208,188 -125,888 -5%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$499M 2,193,821 +48,041 +2%
LPC
8
Lone Pine Capital
Connecticut
$419M 1,840,114 – –
State Street
9
State Street
Massachusetts
$402M 1,767,737 +29,286 +2%
WCM Investment Management
10
WCM Investment Management
California
$387M 1,696,094 -760,933 -31%
CCP
11
Clarkston Capital Partners
Michigan
$308M 1,353,878 -137,120 -9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$307M 1,351,666 +21,133 +2%
Millennium Management
13
Millennium Management
New York
$273M 1,199,445 +899,989 +301%
SC
14
Samlyn Capital
New York
$272M 1,194,721 -185,068 -13%
Morgan Stanley
15
Morgan Stanley
New York
$239M 1,050,586 +550,154 +110%
Boston Partners
16
Boston Partners
Massachusetts
$234M 1,026,721 +181,594 +21%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$227M 998,839 +167,705 +20%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$216M 946,859 -152,749 -14%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$207M 910,261 -289,316 -24%
Norges Bank
20
Norges Bank
Norway
$200M 880,842 -11,772 -1%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$189M 828,369 +613,792 +286%
EC
22
Eminence Capital
New York
$182M 799,757 +101,159 +14%
EIP
23
Epoch Investment Partners
New York
$176M 774,297 +364,597 +89%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$170M 748,781 +33,811 +5%
EAM
25
Eagle Asset Management
Florida
$164M 719,291 -15,399 -2%
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