LPL Financial
LPLA
677 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 268 increasing their positions, 212 reducing their positions, and 64 closing their positions.
59% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 64
26% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 212
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
4% more funds holding
Funds holding: 649 → 677 (+28)
7% less call options, than puts
Call options by funds: $47.5M | Put options by funds: $50.8M
8% less capital inflows, than outflows
Capital inflows: $1.52B | Capital outflows: $1.65B
1.25% less ownership
Funds ownership: 97.68% → 96.44% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Southpoint Capital Advisors
New York
|
+$105M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$63.3M |
| 3 |
Holocene Advisors
New York
|
+$60.2M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$54.1M |
| 5 |
HMI Capital Management
San Francisco,
California
|
+$53.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$210M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$134M |
| 3 |
D.E. Shaw & Co
New York
|
-$122M |
| 4 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$120M |
| 5 |
Clarkston Capital Partners
Rochester,
Michigan
|
-$92.5M |
LPLA Hedge Fund Activity: Q2 2024 in Review
677 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2024, worth a combined $20.1B — up 4.7% from $19.2B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new LPLA positions and 64 closed out — a net gain of 38 holders — while 268 added to existing stakes and 212 trimmed.
The largest buyer was Southpoint Capital Advisors, adding an estimated $105M. The largest seller was BlackRock, cutting an estimated $210M.
- 677 institutional investors held LPL Financial (LPLA) as of Q2 2024, up from 649 in Q1 2024.
- Funds reported $20.1B of LPL Financial stock for Q2 2024, up 4.7% quarter-over-quarter.
- 102 funds opened new LPL Financial positions in Q2 2024 and 64 closed out, a net change of +38 holders.
- The largest LPL Financial buyer in Q2 2024 was Southpoint Capital Advisors, an estimated $105M added.
- The largest LPL Financial seller in Q2 2024 was BlackRock, an estimated $210M sold.
Based on aggregated 13F filings for Q2 2024.