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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 %
CAAS
251
Capital Asset Advisory Services
Michigan
$1.08M +$156K +854 +17%
AAM
252
Aureus Asset Management
Massachusetts
$1.08M – – –
TCM
253
Tributary Capital Management
Nebraska
$1.04M -$1.26M -6,900 -55%
ACM
254
AlphaCrest Capital Management
New York
$1.02M -$1.9M -10,422 -65%
MML Investors Services
255
MML Investors Services
Massachusetts
$1.01M +$228K +1,248 +29%
Sumitomo Mitsui Trust Group
256
Sumitomo Mitsui Trust Group
Japan
$972K +$972K +5,320 New
KPWS
257
Kestra Private Wealth Services
Texas
$966K -$40.9K -224 -4%
FB
258
Fulton Bank
Pennsylvania
$961K -$1.11M -6,087 -54%
Cerity Partners
259
Cerity Partners
New York
$955K +$955K +5,228 New
MS
260
Maven Securities
Jersey
$951K -$347K -1,900 -27%
RJT
261
Raymond James Trust
Florida
$950K -$24.5K -134 -3%
MIM
262
MetLife Investment Management
New Jersey
$941K +$941K +5,151 New
PAMS
263
Pictet Asset Management (Switzerland)
Switzerland
$939K +$5.85K +32 +0.6%
Tudor Investment Corp
264
Tudor Investment Corp
Connecticut
$938K +$122K +666 +15%
AWM
265
Axxcess Wealth Management
California
$930K +$412K +2,254 +79%
LA
266
LVW Advisors
New York
$922K -$93.2K -510 -9%
AI
267
AdvisorShares Investments
Maryland
$921K +$921K +5,043 New
AO
268
Advisor OS
Illinois
$888K +$89.2K +488 +11%
FAIM
269
Financial Advocates Investment Management
Washington
$877K +$8.04K +44 +0.9%
KAS
270
Kestra Advisory Services
Texas
$872K -$21.9K -120 -2%
AT
271
American Trust
Kentucky
$866K +$57.4K +314 +7%
MFS
272
Mirabella Financial Services
United Kingdom
$865K +$865K +4,735 New
BC
273
Brookfield Corp
Ontario, Canada
$862K +$862K +4,717 New
Baird Financial Group
274
Baird Financial Group
Wisconsin
$848K +$3.65K +20 +0.4%
Mitsubishi UFJ Trust & Banking
275
Mitsubishi UFJ Trust & Banking
Japan
$841K -$144K -786 -15%
9 10
11
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