LPLA icon

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 %
LCM
276
Logan Capital Management
Pennsylvania
$840K – – –
EFSCE
277
Enterprise Financial Services Corp (EFSC)
Missouri
$839K -$206K -1,129 -20%
CI Investments Inc
278
CI Investments Inc
Ontario, Canada
$834K -$347K -1,898 -29%
EWA
279
EverSource Wealth Advisors
Alabama
$813K +$420K +2,301 +107%
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$802K +$141K +770 +21%
SCA
281
Snowden Capital Advisors
New York
$802K +$442K +2,419 +122%
RJFSA
282
Raymond James Financial Services Advisors
Florida
$801K +$216K +1,181 +37%
Group One Trading
283
Group One Trading
Illinois
$800K +$654K +3,578 +447%
TC
284
TownSquare Capital
Utah
$792K +$117K +639 +17%
DF
285
Donoghue Forlines
Massachusetts
$772K -$1.3M -7,123 -63%
CAN
286
Cetera Advisor Networks
California
$761K +$40.6K +222 +6%
NA
287
Navellier & Associates
Nevada
$744K -$132K -721 -15%
M&T Bank
288
M&T Bank
New York
$739K +$358K +1,958 +94%
CCM
289
CTC Capital Management
Illinois
$731K +$731K +4,000 New
GC
290
Guggenheim Capital
Illinois
$712K +$17.2K +94 +2%
IC
291
Intersect Capital
California
$705K +$29.4K +161 +4%
VI
292
Versor Investments
New York
$696K +$162K +886 +30%
ATC
293
Argent Trust Co
Tennessee
$694K +$694K +3,802 New
WG
294
Winton Group
United Kingdom
$687K +$74.7K +409 +12%
GTCM
295
Gyon Technologies Capital Management
New Jersey
$671K +$671K +3,675 New
SIA
296
SkyView Investment Advisors
New Jersey
$665K -$1.47M -8,045 -69%
AWM
297
Avior Wealth Management
Nebraska
$661K -$402K -2,202 -38%
PAI
298
Pittenger & Anderson Inc
Nebraska
$655K +$43.4K +238 +7%
OSIA
299
O'Shares Investment Advisers
Massachusetts
$650K +$34.7K +190 +6%
IAA
300
Independent Advisor Alliance
North Carolina
$649K -$8.95K -49 -1%
10 11
12
13 14