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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 %
AT
251
American Trust
Kentucky
$708K 4,425 +4,425 New
AO
252
Advisor OS
Illinois
$699K 4,370 +442 +11%
MML Investors Services
253
MML Investors Services
Massachusetts
$684K 4,272 -169 -4%
EGM
254
Engineers Gate Manager
New York
$667K 4,165 +2,525 +154%
VPIM
255
Vanguard Personalized Indexing Management
California
$646K 4,034 +470 +13%
OTL
256
Oak Thistle LLC
New York
$637K 3,980 +3,980 New
SFI
257
Susquehanna Fundamental Investments
Pennsylvania
$634K 3,960 -17,629 -82%
CAN
258
Cetera Advisor Networks
California
$631K 3,942 +1,552 +65%
GC
259
Guggenheim Capital
Illinois
$608K 3,802 +831 +28%
IC
260
Intersect Capital
California
$592K 3,696 +177 +5%
TC
261
TownSquare Capital
Utah
$591K 3,694 +1,547 +72%
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$579K 3,622 +18 +0.5%
IAA
263
Independent Advisor Alliance
North Carolina
$577K 3,603 -207 -5%
PRC
264
Pearl River Capital
Michigan
$570K 3,558 +1,928 +118%
IIC
265
Ironwood Investment Counsel
Arizona
$557K 3,485 -50 -1%
IWA
266
Intercontinental Wealth Advisors
Texas
$547K 3,418 +1,491 +77%
BFS
267
Bickling Financial Services
Massachusetts
$542K 3,383 +54 +2%
OSIA
268
O'Shares Investment Advisers
Massachusetts
$540K 3,370 +76 +2%
PAI
269
Pittenger & Anderson Inc
Nebraska
$536K 3,350 +90 +3%
WG
270
Winton Group
United Kingdom
$536K 3,351 +3,351 New
LG
271
Leuthold Group
Minnesota
$531K 3,320 -37 -1%
CIP
272
Cornerstone Investment Partners
Georgia
$531K 3,314 +1,482 +81%
SIA
273
SkyView Investment Advisors
New Jersey
$530K 11,687 +7,413 +173%
RWM
274
Ritholtz Wealth Management
New York
$522K 3,261 +261 +9%
GT
275
Glenview Trust
Kentucky
$519K 3,243 – –
9 10
11
12 13