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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$723M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$231M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$773M
5
LPC
5
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$143M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$203M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$8.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B 7,279,594 +91,726 +1%
BlackRock
2
BlackRock
New York
$1.11B 4,754,404 -548,355 -10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$773M 3,322,571 +650,675 +24%
Boston Partners
4
Boston Partners
Massachusetts
$723M 3,099,904 +1,212,715 +64%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$606M 2,603,251 +13,458 +0.5%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$588M 2,528,497 -13,688 -0.5%
LPC
7
Lone Pine Capital
Connecticut
$507M 2,180,137 +495,067 +29%
State Street
8
State Street
Massachusetts
$390M 1,677,093 -25,879 -2%
SC
9
Samlyn Capital
New York
$383M 1,645,694 +450,979 +38%
WCM Investment Management
10
WCM Investment Management
California
$381M 1,649,668 -14,050 -0.8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$334M 1,436,831 +36,474 +3%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$297M 1,275,136 +276,166 +28%
DPCM
13
Darlington Partners Capital Management
California
$256M 1,099,736 +316,446 +40%
EC
14
Eminence Capital
New York
$251M 1,078,109 +408,858 +61%
First Trust Advisors
15
First Trust Advisors
Illinois
$231M 991,029 +901,509 +1,007%
CCP
16
Clarkston Capital Partners
Michigan
$227M 977,030 -15,585 -2%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$209M 906,613 +25,438 +3%
Morgan Stanley
18
Morgan Stanley
New York
$203M 870,848 -596,159 -41%
Marshall Wace
19
Marshall Wace
United Kingdom
$201M 863,254 +863,254 New
Millennium Management
20
Millennium Management
New York
$195M 839,199 +396,104 +89%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$186M 800,591 +18,585 +2%
EAM
22
Eagle Asset Management
Florida
$185M 591,233 -61,990 -9%
SP
23
SurgoCap Partners
New York
$182M 780,721 +233,880 +43%
SCA
24
Southpoint Capital Advisors
New York
$174M 750,000 +250,000 +50%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$165M 710,867 +126,266 +22%
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