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LPL Financial
LPLA

Overview Fund Activity

529 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+50
Holders Change %
+10.44%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
108
Increased
189
Reduced
174
Closed
50
Calls
$27.8M
Puts
$93.7M
Net Calls
-$65.9M
Net Calls Change
-$98.1M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$422M
2
WCM Investment Management
WCM Investment Management
California
$286M
3
Capital Research Global Investors
Capital Research Global Investors
California
$367M
4
BlackRock
BlackRock
New York
$830M
5
JSP
Jackson Square Partners
California
$125M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$575M
3
LP
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
251
Prospera Financial Services
Texas
$1.36M +$1.13M +6,148 +506%
BBHC
252
Brown Brothers Harriman & Co
New York
$1.34M +$65.8K +357 +5%
Luther King Capital Management (LKCM)
253
Luther King Capital Management (LKCM)
Texas
$1.34M -$254K -1,375 -16%
Macquarie Group
254
Macquarie Group
Australia
$1.31M +$851K +4,617 +187%
PGCM
255
Prescott Group Capital Management
Oklahoma
$1.29M – – –
OAM
256
Oppenheimer Asset Management
New York
$1.29M +$64.1K +347 +5%
VLC
257
Van Leeuwen & Company
New Jersey
$1.27M +$50.7K +275 +4%
Millennium Management
258
Millennium Management
New York
$1.27M -$12.8M -69,146 -91%
BNP Paribas Asset Management
259
BNP Paribas Asset Management
France
$1.26M +$1.26M +6,807 New
PAS
260
Park Avenue Securities
New York
$1.23M +$585K +3,170 +91%
Man Group
261
Man Group
United Kingdom
$1.22M -$16.8M -92,160 Closed
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$1.21M +$788K +4,273 +189%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
263
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.2M -$3.04M -16,500 -72%
BA
264
Bridgewater Associates
Connecticut
$1.19M -$1.29M -7,018 -52%
SW
265
SVB Wealth
Massachusetts
$1.16M +$1.16M +6,303 New
OPERF
266
Oregon Public Employees Retirement Fund
Oregon
$1.16M +$1.16M +6,300 New
KAS
267
Kestra Advisory Services
Texas
$1.15M +$272K +1,477 +31%
Jane Street
268
Jane Street
New York
$1.13M -$13.5M -73,208 -92%
CWM
269
Cordatus Wealth Management
Pennsylvania
$1.13M +$1.13M +6,123 New
CAAS
270
Capital Asset Advisory Services
Michigan
$1.12M +$24.3K +132 +2%
MSRPS
271
Maryland State Retirement & Pension System
Maryland
$1.11M – – –
AAM
272
Aureus Asset Management
Massachusetts
$1.09M – – –
HF
273
HRT Financial
New York
$1.08M -$6.35M -34,445 -85%
BCI
274
Brinker Capital Investments
Pennsylvania
$1.07M +$1.07M +5,773 New
ProShare Advisors
275
ProShare Advisors
Maryland
$1.05M -$215K -1,163 -17%
9 10
11
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