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LPL Financial
LPLA

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 261 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+48
Holders Change %
+8.32%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
195
Reduced
261
Closed
61
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M

Top Buyers

1
BlackRock
BlackRock
New York
$1.36B
2
GQG Partners
GQG Partners
Florida
$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$179M
4
Goldman Sachs
Goldman Sachs
New York
$212M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.64B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
$382M
3
Invesco
Invesco
Georgia
$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$330M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAF
226
Tredje AP-fonden
Sweden
$3.49M +$89.7K +415 +3%
VCA
227
Verdence Capital Advisors
Maryland
$3.46M -$274K -1,267 -7%
SCM
228
Silvant Capital Management
Georgia
$3.34M +$3.34M +15,470 New
GI
229
Gradient Investments
Minnesota
$3.34M +$297K +1,375 +10%
CM
230
Castleark Management
Illinois
$3.31M -$5.29M -24,460 -61%
NW
231
NewEdge Wealth
Pennsylvania
$3.22M -$582K -2,691 -15%
CLOS
232
Compagnie Lombard Odier SCmA
Switzerland
$3.19M +$3.19M +14,740 New
OPERF
233
Oregon Public Employees Retirement Fund
Oregon
$3.15M +$1.7M +7,842 +117%
MME
234
Meag Munich Ergo
Germany
$3.08M +$81.3K +376 +3%
URS
235
Utah Retirement Systems
Utah
$3.04M -$31.6K -146 -1%
Renaissance Technologies
236
Renaissance Technologies
New York
$2.96M +$2.96M +13,700 New
JAM
237
Jupiter Asset Management
United Kingdom
$2.93M -$1.77M -8,177 -38%
GIBU
238
Gulf International Bank (UK)
United Kingdom
$2.87M +$14K +65 +0.5%
EGM
239
Engineers Gate Manager
New York
$2.87M +$2.87M +13,262 New
DnB Asset Management
240
DnB Asset Management
Norway
$2.85M +$1.3K +6 +0%
DA
241
Duality Advisers
Florida
$2.83M +$2.83M +13,083 New
PF
242
Phoenix Financial
Israel
$2.82M +$2.4M +11,130 +582%
CGIM
243
Cannon Global Investment Management
Florida
$2.77M -$2.96M -13,700 -52%
LA
244
LBP AM
France
$2.74M +$2.74M +12,698 New
CIBC World Market
245
CIBC World Market
Ontario, Canada
$2.73M -$234K -1,081 -8%
MGIM
246
M&G Investment Management
United Kingdom
$2.73M +$2.46M +11,410 +922%
TPCW
247
TD Private Client Wealth
New York
$2.69M -$1.18M -5,454 -30%
GCM
248
Graham Capital Management
Connecticut
$2.61M +$2.37M +10,972 +995%
Handelsbanken Fonder
249
Handelsbanken Fonder
Sweden
$2.53M – – –
TAM
250
Tocqueville Asset Management
New York
$2.5M -$538K -2,487 -18%
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