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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$961M
2
WCM Investment Management
WCM Investment Management
California
+$186M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$170M
4
Capital World Investors
Capital World Investors
California
+$110M
5
Millennium Management
Millennium Management
New York
+$85.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$151M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$120M
3
SCA
Southpoint Capital Advisors
New York
-$120M
4
SC
Samlyn Capital
New York
-$101M
5
Invesco
Invesco
Georgia
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
251
Symphony Financial
Texas
$2.3M – – –
Neuberger Berman Group
252
Neuberger Berman Group
New York
$2.21M +$90.9K +416 +4%
RCS
253
Retirement Capital Strategies
California
$2.19M – – –
LFM
254
LGT Fund Management
Liechtenstein
$2.19M – – –
CM
255
Crestline Management
Texas
$2.19M +$2.19M +10,000 New
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$2.14M – – –
PI
257
PEAK6 Investments
Illinois
$2.14M -$3.03M -13,868 -59%
Luther King Capital Management (LKCM)
258
Luther King Capital Management (LKCM)
Texas
$2.12M +$536K +2,451 +34%
X
259
Xponance
Pennsylvania
$2.06M -$218 -1 -0%
II
260
Inspire Investing
Idaho
$2.06M +$1.7M +7,765 +473%
SGA
261
Strategic Global Advisors
California
$2M +$2M +9,149 New
FIM
262
Freedom Investment Management
Connecticut
$1.99M +$45.7K +209 +2%
FLC
263
Fifth Lane Capital
Texas
$1.98M +$1.98M +9,059 New
NAM
264
Nissay Asset Management
Japan
$1.98M +$70.1K +321 +4%
AIM
265
Aquila Investment Management
New York
$1.97M – – –
FZCM
266
Flynn Zito Capital Management
New York
$1.95M +$1.95M +8,912 New
Macquarie Group
267
Macquarie Group
Australia
$1.93M +$379K +1,735 +24%
EAMA
268
EFG Asset Management (Americas)
Florida
$1.92M +$1.92M +8,768 New
DekaBank Deutsche Girozentrale
269
DekaBank Deutsche Girozentrale
Germany
$1.87M +$177K +824 +10%
CWM
270
Congress Wealth Management
Massachusetts
$1.85M +$132K +605 +8%
NIP
271
Nicholas Investment Partners
California
$1.84M – – –
SLI
272
Sumitomo Life Insurance
Japan
$1.78M +$47.6K +218 +3%
VPIM
273
Vanguard Personalized Indexing Management
California
$1.77M +$69K +316 +4%
SBIA
274
Sheaff Brock Investment Advisors
Indiana
$1.76M -$684K -3,131 -28%
TRCT
275
Tower Research Capital (TRC)
New York
$1.76M +$1.7M +7,796 +2,942%
9 10
11
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