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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.01B 7,187,868 +140,922 +2%
BlackRock
2
BlackRock
New York
$1.48B 5,302,759 -774,552 -13%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$746M 2,671,896 -493,387 -16%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$723M 2,589,793 +233,242 +10%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$710M 2,542,185 -33,530 -1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$587M 2,099,916 -274,885 -12%
Boston Partners
7
Boston Partners
Massachusetts
$527M 1,887,189 +121,959 +7%
State Street
8
State Street
Massachusetts
$476M 1,702,972 -7,025 -0.4%
LPC
9
Lone Pine Capital
Connecticut
$471M 1,685,070 – –
WCM Investment Management
10
WCM Investment Management
California
$460M 1,663,718 -33,346 -2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$440M 1,577,102 -20,034 -1%
Morgan Stanley
12
Morgan Stanley
New York
$410M 1,467,007 +191,111 +15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$391M 1,400,357 +31,684 +2%
SC
14
Samlyn Capital
New York
$334M 1,194,715 +88,635 +8%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$279M 998,970 +32,471 +3%
CCP
16
Clarkston Capital Partners
Michigan
$277M 992,615 -340,758 -26%
Norges Bank
17
Norges Bank
Norway
$259M 928,886 +9,764 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$258M 922,990 -47,759 -5%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$247M 884,630 +90,020 +11%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$246M 881,175 -222,480 -20%
DPCM
21
Darlington Partners Capital Management
California
$219M 783,290 +68,276 +10%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$218M 782,006 +59,819 +8%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$216M 774,901 -8,876 -1%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$216M 774,175 +183,755 +31%
EC
25
Eminence Capital
New York
$187M 669,251 -66,615 -9%
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