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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.36B 7,218,657 -60,937 -0.8%
BlackRock
2
BlackRock
New York
$1.56B 4,766,545 +12,141 +0.3%
Boston Partners
3
Boston Partners
Massachusetts
$1.28B 3,905,541 +805,637 +26%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$996M 3,050,529 +522,032 +21%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$966M 2,958,723 -363,848 -11%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$869M 2,660,736 +57,485 +2%
LPC
7
Lone Pine Capital
Connecticut
$628M 1,922,748 -257,389 -12%
State Street
8
State Street
Massachusetts
$545M 1,670,536 -6,557 -0.4%
WCM Investment Management
9
WCM Investment Management
California
$537M 1,641,615 -8,053 -0.5%
SC
10
Samlyn Capital
New York
$514M 1,573,076 -72,618 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$476M 1,459,942 +23,111 +2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$392M 1,199,115 -76,021 -6%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$364M 1,115,708 +405,341 +57%
Morgan Stanley
14
Morgan Stanley
New York
$336M 1,027,846 +156,998 +18%
DPCM
15
Darlington Partners Capital Management
California
$306M 938,354 -161,382 -15%
Norges Bank
16
Norges Bank
Norway
$306M 936,410 +936,410 New
Raymond James Financial
17
Raymond James Financial
Florida
$296M 906,501 +906,501 New
Millennium Management
18
Millennium Management
New York
$294M 899,377 +60,178 +7%
CCP
19
Clarkston Capital Partners
Michigan
$285M 872,283 -104,747 -11%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$276M 846,067 +45,476 +6%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$275M 841,219 -65,394 -7%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$253M 774 +774 New
EIP
23
Epoch Investment Partners
New York
$237M 725,572 +25,538 +4%
SP
24
SurgoCap Partners
New York
$232M 709,270 -71,451 -9%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$230M 705,919 -4,948 -0.7%
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