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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
WCM Investment Management
California
$518M
3
Capital Research Global Investors
Capital Research Global Investors
California
$604M
4
Capital World Investors
Capital World Investors
California
$110M
5
Millennium Management
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$129M
3
SCA
Southpoint Capital Advisors
New York
$147M
4
SC
Samlyn Capital
New York
$353M
5
Invesco
Invesco
Georgia
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
226
CIBC World Market
Ontario, Canada
$3M +$215K +985 +8%
AI
227
Atria Investments
North Carolina
$2.95M +$214K +980 +8%
GIBU
228
Gulf International Bank (UK)
United Kingdom
$2.89M – – –
DnB Asset Management
229
DnB Asset Management
Norway
$2.88M +$2.88M +13,164 New
Daiwa Securities Group
230
Daiwa Securities Group
Japan
$2.85M -$578K -2,647 -17%
GTCM
231
Gyon Technologies Capital Management
New Jersey
$2.81M +$2.81M +12,875 New
Skandinaviska Enskilda Banken (SEB)
232
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.79M +$145K +665 +5%
DTL
233
Dynamic Technology Lab
Singapore
$2.75M +$1.97M +9,021 +252%
NG
234
NWK Group
California
$2.75M +$2.75M +12,584 New
BF
235
BOK Financial
Oklahoma
$2.73M +$359K +1,643 +15%
DIA
236
Dana Investment Advisors
Wisconsin
$2.7M -$337K -1,541 -11%
FA
237
FDx Advisors
Illinois
$2.65M -$93.7K -429 -3%
Two Sigma Advisers
238
Two Sigma Advisers
New York
$2.62M -$743K -3,400 -22%
YMRC
239
Yorktown Management & Research Company
Virginia
$2.62M – – –
DFCM
240
Dark Forest Capital Management
Puerto Rico
$2.6M +$2.6M +11,908 New
Handelsbanken Fonder
241
Handelsbanken Fonder
Sweden
$2.55M – – –
National Bank of Canada
242
National Bank of Canada
Quebec, Canada
$2.53M -$37K -170 -1%
Teacher Retirement System of Texas
243
Teacher Retirement System of Texas
Texas
$2.5M -$200K -914 -7%
ACM
244
Alcosta Capital Management
California
$2.45M +$2.45M +11,190 New
PP
245
PDT Partners
New York
$2.43M -$2.78M -12,731 -53%
ERIC
246
Eagle Rock Investment Company
Georgia
$2.43M +$25.1K +115 +1%
Allianz Asset Management
247
Allianz Asset Management
Germany
$2.4M -$9.51M -43,512 -80%
LNC
248
Lincoln National Corp
Pennsylvania
$2.39M +$354K +1,621 +17%
Prudential Financial
249
Prudential Financial
New Jersey
$2.33M +$289K +1,337 +14%
AAMU
250
AEGON Asset Management (UK)
United Kingdom
$2.33M -$760K -3,484 -25%
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