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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
3
HMI Capital Management
California
$98.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$422M
2
Millennium Management
2
Millennium Management
New York
$169M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$681M
5
LPC
5
Lone Pine Capital
Connecticut
$445M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.86B 7,046,946 -94,103 -1%
BlackRock
2
BlackRock
New York
$1.61B 6,077,311 +115,852 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$836M 3,165,283 +366,093 +13%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$681M 2,575,715 -267,917 -9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$627M 2,374,801 -81,250 -3%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$623M 2,356,551 +162,730 +7%
Boston Partners
7
Boston Partners
Massachusetts
$466M 1,765,230 +738,509 +72%
State Street
8
State Street
Massachusetts
$452M 1,709,997 -57,740 -3%
WCM Investment Management
9
WCM Investment Management
California
$448M 1,697,064 +970 +0.1%
LPC
10
Lone Pine Capital
Connecticut
$445M 1,685,070 -155,044 -8%
Capital Research Global Investors
11
Capital Research Global Investors
California
$422M 1,597,136 -611,052 -28%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$361M 1,368,673 +17,007 +1%
CCP
13
Clarkston Capital Partners
Michigan
$352M 1,333,373 -20,505 -2%
Morgan Stanley
14
Morgan Stanley
New York
$337M 1,275,896 +225,310 +21%
SC
15
Samlyn Capital
New York
$292M 1,106,080 -88,641 -7%
TD Asset Management
16
TD Asset Management
Ontario, Canada
$292M 1,103,655 +275,286 +33%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$256M 970,749 +23,890 +3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$255M 966,499 +56,238 +6%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$250M 946,039 -52,800 -5%
EIP
20
Epoch Investment Partners
New York
$245M 927,369 +153,072 +20%
Norges Bank
21
Norges Bank
Norway
$243M 919,122 +38,280 +4%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$210M 794,610 +211,222 +36%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$207M 783,777 +88,241 +13%
EC
24
Eminence Capital
New York
$194M 735,866 -63,891 -8%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$191M 722,187 +3,941 +0.5%
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