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LPL Financial
LPLA

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 261 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+48
Holders Change %
+8.32%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
195
Reduced
261
Closed
61
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M

Top Buyers

1
BlackRock
BlackRock
New York
$1.36B
2
GQG Partners
GQG Partners
Florida
$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$179M
4
Goldman Sachs
Goldman Sachs
New York
$212M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.64B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
$382M
3
Invesco
Invesco
Georgia
$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$330M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
251
Atria Investments
North Carolina
$2.49M -$420K -1,944 -14%
N
252
Natixis
France
$2.46M +$2.46M +11,363 New
ERIC
253
Eagle Rock Investment Company
Georgia
$2.44M -$6.84K -31 -0.3%
BCM
254
Bridgeway Capital Management
Texas
$2.44M +$2.44M +11,290 New
AAMU
255
AEGON Asset Management (UK)
United Kingdom
$2.42M +$115K +533 +5%
WAM
256
Wakefield Asset Management
Colorado
$2.39M +$2.39M +11,064 New
DekaBank Deutsche Girozentrale
257
DekaBank Deutsche Girozentrale
Germany
$2.37M +$493K +2,287 +26%
Allianz Asset Management
258
Allianz Asset Management
Germany
$2.37M -$13K -60 -0.5%
ACM
259
Alcosta Capital Management
California
$2.36M -$63.6K -294 -3%
Macquarie Group
260
Macquarie Group
Australia
$2.35M +$446K +2,064 +23%
X
261
Xponance
Pennsylvania
$2.35M +$313K +1,449 +15%
Two Sigma Advisers
262
Two Sigma Advisers
New York
$2.33M -$259K -1,200 -10%
YMRC
263
Yorktown Management & Research Company
Virginia
$2.31M -$281K -1,300 -11%
Commonwealth Equity Services
264
Commonwealth Equity Services
Massachusetts
$2.3M -$2.41M -11,168 -51%
SF
265
Symphony Financial
Texas
$2.29M +$26.5K +124 +1%
GTCM
266
Gyon Technologies Capital Management
New Jersey
$2.22M -$564K -2,610 -20%
Principal Financial Group
267
Principal Financial Group
Iowa
$2.22M -$4.19M -19,386 -65%
RCS
268
Retirement Capital Strategies
California
$2.19M +$15.1K +70 +0.7%
LFM
269
LGT Fund Management
Liechtenstein
$2.16M – – –
EAMA
270
EFG Asset Management (Americas)
Florida
$2.16M +$261K +1,208 +14%
II
271
Inspire Investing
Idaho
$2.15M +$114K +529 +6%
Public Employees Retirement Association of Colorado
272
Public Employees Retirement Association of Colorado
Colorado
$2.12M – – –
FIM
273
Freedom Investment Management
Connecticut
$2.07M +$103K +477 +5%
Walleye Trading
274
Walleye Trading
New York
$1.99M +$1.99M +9,201 New
Daiwa Securities Group
275
Daiwa Securities Group
Japan
$1.98M -$838K -3,879 -30%
9 10
11
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