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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
MSRPS
251
Maryland State Retirement & Pension System
Maryland
$1.1M
CAAS
252
Capital Asset Advisory Services
Michigan
$1.08M +$149K +854 +17%
AAM
253
Aureus Asset Management
Massachusetts
$1.08M
TCM
254
Tributary Capital Management
Nebraska
$1.04M -$1.2M -6,900 -55%
ACM
255
AlphaCrest Capital Management
New York
$1.02M -$1.81M -10,422 -65%
MML Investors Services
256
MML Investors Services
Massachusetts
$1.01M +$217K +1,248 +29%
Sumitomo Mitsui Trust Group
257
Sumitomo Mitsui Trust Group
Japan
$972K +$926K +5,320 New
KPWS
258
Kestra Private Wealth Services
Texas
$966K -$39K -224 -4%
FB
259
Fulton Bank
Pennsylvania
$961K -$1.06M -6,087 -54%
Cerity Partners
260
Cerity Partners
New York
$955K +$910K +5,228 New
MS
261
Maven Securities
Jersey
$951K -$331K -1,900 -27%
RJT
262
Raymond James Trust
Florida
$950K -$23.3K -134 -3%
MIM
263
MetLife Investment Management
New Jersey
$941K +$897K +5,151 New
PAMS
264
Pictet Asset Management (Switzerland)
Switzerland
$939K +$5.57K +32 +0.6%
Tudor Investment Corp
265
Tudor Investment Corp
Connecticut
$938K +$116K +666 +15%
AWM
266
Axxcess Wealth Management
California
$930K +$393K +2,254 +79%
LA
267
LVW Advisors
New York
$922K -$88.8K -510 -9%
AI
268
AdvisorShares Investments
Maryland
$921K +$878K +5,043 New
AO
269
Advisor OS
Illinois
$888K +$85K +488 +11%
FAIM
270
Financial Advocates Investment Management
Washington
$877K +$7.66K +44 +0.9%
KAS
271
Kestra Advisory Services
Texas
$872K -$20.9K -120 -2%
AT
272
American Trust
Kentucky
$866K +$54.7K +314 +7%
MFS
273
Mirabella Financial Services
United Kingdom
$865K +$825K +4,735 New
BC
274
Brookfield Corp
Ontario, Canada
$862K +$821K +4,717 New
Baird Financial Group
275
Baird Financial Group
Wisconsin
$848K +$3.48K +20 +0.4%