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LPL Financial
LPLA

Overview Fund Activity

432 hedge funds and large institutions have $12.3B invested in LPL Financial in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 53 closing their positions.

Holders
432
Holders Change
+14
Holders Change %
+3.35%
% of All Funds
6.67%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
75
Increased
151
Reduced
155
Closed
53
Calls
$10.8M
Puts
$8.68M
Net Calls
+$2.1M
Net Calls Change
-$914K

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$313M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$212M
3
DPCM
3
Darlington Partners Capital Management
California
$148M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$111M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$532M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$74M
2
HVCM
2
HG Vora Capital Management
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.44M
4
SC
4
Samlyn Capital
New York
$356M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Walleye Capital
226
Walleye Capital
New York
$1.08M 6,765 +3,829 +130%
OAM
227
Oppenheimer Asset Management
New York
$1.06M 6,629 +2,040 +44%
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$1.04M 6,462 -302 -4%
ESCM
229
Echo Street Capital Management
New York
$966K 6,032 +6,032 New
MSRPS
230
Maryland State Retirement & Pension System
Maryland
$962K 6,006 – –
Canada Life
231
Canada Life
Manitoba, Canada
$951K 5,959 -281 -5%
AAM
232
Aureus Asset Management
Massachusetts
$945K 5,905 – –
AWM
233
Avior Wealth Management
Nebraska
$932K 5,825 – –
PP
234
Paloma Partners
Connecticut
$923K 5,767 +5,767 New
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$916K 5,724 -10,168 -64%
LA
236
LVW Advisors
New York
$890K 5,557 -22 -0.4%
KPWS
237
Kestra Private Wealth Services
Texas
$883K 5,513 -1,119 -17%
Mitsubishi UFJ Trust & Banking
238
Mitsubishi UFJ Trust & Banking
Japan
$863K 5,388 -558 -9%
TFA
239
Toth Financial Advisory
Virginia
$862K 5,385 +1,935 +56%
RJT
240
Raymond James Trust
Florida
$854K 5,334 -472 -8%
MLICM
241
Metropolitan Life Insurance Company (MetLife)
New York
$848K 5,296 -42 -0.8%
Squarepoint
242
Squarepoint
New York
$826K 5,159 +1,872 +57%
PAMS
243
Pictet Asset Management (Switzerland)
Switzerland
$818K 5,109 -291 -5%
CAAS
244
Capital Asset Advisory Services
Michigan
$810K 5,059 +170 +3%
KAS
245
Kestra Advisory Services
Texas
$783K 4,893 +470 +11%
NA
246
Navellier & Associates
Nevada
$768K 4,796 -28 -0.6%
FAIM
247
Financial Advocates Investment Management
Washington
$761K 4,756 -4,499 -49%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$740K 4,622 -12,036 -72%
LCM
249
Logan Capital Management
Pennsylvania
$736K 4,600 – –
Tudor Investment Corp
250
Tudor Investment Corp
Connecticut
$715K 4,469 +4,469 New
8 9
10
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