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LPL Financial

481 hedge funds and large institutions have $14.3B invested in LPL Financial in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 178 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 42

94% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $34.1M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $12.3B → $14.3B (+$2B)

13% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 157

11% more funds holding

Funds holding: 434481 (+47)

1.98% more ownership

Funds ownership: 95.82%97.8% (+2%)

Holders
481
Holders Change
+47
Holders Change %
+10.83%
% of All Funds
7.59%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
91
Increased
178
Reduced
157
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
226
DZ Bank
Germany
$1.51M +$201K +1,156 +16%
AFA
227
Abacus FCF Advisors
Florida
$1.49M +$36.2K +208 +3%
AAM
228
Advisors Asset Management
Colorado
$1.47M +$13.1K +75 +0.9%
FFA
229
Freedman Financial Associates
Massachusetts
$1.47M
SLI
230
Sumitomo Life Insurance
Japan
$1.43M -$35.7K -205 -3%
Canada Pension Plan Investment Board
231
Canada Pension Plan Investment Board
Ontario, Canada
$1.43M +$1.36M +7,800 New
CCMG
232
Clark Capital Management Group
Pennsylvania
$1.42M +$1.35M +7,773 New
Neuberger Berman Group
233
Neuberger Berman Group
New York
$1.37M +$91.4K +525 +8%
CWM
234
Congress Wealth Management
Massachusetts
$1.37M +$85.9K +493 +7%
NIP
235
Nicholas Investment Partners
California
$1.36M +$825K +4,736 +173%
SO
236
STRS Ohio
Ohio
$1.36M -$105K -603 -7%
Canada Life
237
Canada Life
Manitoba, Canada
$1.29M +$123K +704 +12%
PGCM
238
Prescott Group Capital Management
Oklahoma
$1.28M
BBHC
239
Brown Brothers Harriman & Co
New York
$1.27M +$336K +1,931 +39%
ProShare Advisors
240
ProShare Advisors
Maryland
$1.25M -$12.5K -72 -1%
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$1.22M +$728K +4,181 +177%
VLC
242
Van Leeuwen & Company
New Jersey
$1.21M -$122K -701 -10%
OAM
243
Oppenheimer Asset Management
New York
$1.21M -$1.74K -10 -0.2%
Prudential Financial
244
Prudential Financial
New Jersey
$1.2M +$21.9K +126 +2%
OMC
245
Old Mission Capital
Illinois
$1.17M +$1.11M +6,398 New
SRC
246
Samson Rock Capital
United Kingdom
$1.15M +$1.09M +6,277 New
VPIM
247
Vanguard Personalized Indexing Management
California
$1.13M +$379K +2,174 +54%
PF
248
Phoenix Financial
Israel
$1.13M -$117K -670 -10%
VRS
249
Virginia Retirement Systems
Virginia
$1.11M -$226K -1,300 -18%
Wolverine Trading
250
Wolverine Trading
Illinois
$1.11M +$1.04M +5,977 New