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LPL Financial
LPLA

Overview Fund Activity

479 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, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+47
Holders Change %
+10.88%
% of All Funds
7.58%
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
155
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$334M
2
ECU
Egerton Capital (UK)
United Kingdom
$146M
3
Capital Research Global Investors
Capital Research Global Investors
California
$117M
4
Fidelity International
Fidelity International
Bermuda
$60.4M
5
Invesco
Invesco
Georgia
$432M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
Millennium Management
New York
$13.9M
4
American Century Companies
American Century Companies
Missouri
$163M
5
VNIM
Vaughan Nelson Investment Management
Texas
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
226
Abacus FCF Advisors
Florida
$1.49M +$38K +208 +3%
AAM
227
Advisors Asset Management
Colorado
$1.47M +$13.7K +75 +0.9%
FFA
228
Freedman Financial Associates
Massachusetts
$1.47M – – –
SLI
229
Sumitomo Life Insurance
Japan
$1.43M -$37.4K -205 -3%
Canada Pension Plan Investment Board
230
Canada Pension Plan Investment Board
Ontario, Canada
$1.43M +$1.43M +7,800 New
CCMG
231
Clark Capital Management Group
Pennsylvania
$1.42M +$1.42M +7,773 New
Neuberger Berman Group
232
Neuberger Berman Group
New York
$1.37M +$95.9K +525 +8%
CWM
233
Congress Wealth Management
Massachusetts
$1.37M +$90K +493 +7%
NIP
234
Nicholas Investment Partners
California
$1.37M +$865K +4,736 +173%
SO
235
STRS Ohio
Ohio
$1.36M -$110K -603 -7%
Canada Life
236
Canada Life
Manitoba, Canada
$1.29M +$136K +704 +12%
PGCM
237
Prescott Group Capital Management
Oklahoma
$1.28M – – –
BBHC
238
Brown Brothers Harriman & Co
New York
$1.27M +$353K +1,931 +39%
ProShare Advisors
239
ProShare Advisors
Maryland
$1.25M -$13.2K -72 -1%
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$1.22M +$776K +4,181 +177%
VLC
241
Van Leeuwen & Company
New Jersey
$1.21M -$128K -701 -10%
OAM
242
Oppenheimer Asset Management
New York
$1.21M -$1.83K -10 -0.2%
Prudential Financial
243
Prudential Financial
New Jersey
$1.2M +$23K +126 +2%
OMC
244
Old Mission Capital
Illinois
$1.17M +$1.17M +6,398 New
SRC
245
Samson Rock Capital
United Kingdom
$1.15M +$1.15M +6,277 New
VPIM
246
Vanguard Personalized Indexing Management
California
$1.13M +$397K +2,174 +54%
PF
247
Phoenix Financial
Israel
$1.13M -$125K -670 -10%
VRS
248
Virginia Retirement Systems
Virginia
$1.11M -$237K -1,300 -18%
Wolverine Trading
249
Wolverine Trading
Illinois
$1.11M +$1.11M +5,977 New
MSRPS
250
Maryland State Retirement & Pension System
Maryland
$1.1M – – –
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10
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