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

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$575M
3
LP
3
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
276
Cerity Partners
New York
$1.01M +$49K +266 +5%
LFAS
277
Level Four Advisory Services
Texas
$1M +$747K +4,050 +295%
MS
278
Maven Securities
Jersey
$996K +$36K +195 +4%
AO
279
Advisor OS
Illinois
$995K +$98.9K +536 +11%
SO
280
STRS Ohio
Ohio
$992K -$383K -2,076 -28%
LA
281
LVW Advisors
New York
$976K +$44.8K +243 +5%
Walleye Trading
282
Walleye Trading
New York
$973K +$973K +5,276 New
KPWS
283
Kestra Private Wealth Services
Texas
$940K -$36.2K -196 -4%
FB
284
Fulton Bank
Pennsylvania
$935K -$35.8K -194 -4%
MIM
285
MetLife Investment Management
New Jersey
$911K -$39.7K -215 -4%
RJFSA
286
Raymond James Financial Services Advisors
Florida
$910K +$102K +552 +13%
RJT
287
Raymond James Trust
Florida
$908K -$51.7K -280 -5%
TC
288
TownSquare Capital
Utah
$893K +$94K +510 +12%
FAIM
289
Financial Advocates Investment Management
Washington
$890K +$4.24K +23 +0.5%
CCM
290
Cinctive Capital Management
New York
$890K +$890K +4,824 New
Nordea Investment Management
291
Nordea Investment Management
Sweden
$879K -$15M -84,230 -94%
VNIM
292
Vaughan Nelson Investment Management
Texas
$853K -$19.3M -104,550 -96%
Baird Financial Group
293
Baird Financial Group
Wisconsin
$845K -$11.3K -61 -1%
ASN
294
Advisory Services Network
Georgia
$834K +$544K +2,950 +188%
EWA
295
EverSource Wealth Advisors
Alabama
$821K – – –
AWM
296
Axxcess Wealth Management
California
$815K -$124K -674 -13%
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$793K -$18.1K -98 -2%
Mackenzie Financial
298
Mackenzie Financial
Ontario, Canada
$789K +$515K +2,793 +188%
Cetera Investment Advisers
299
Cetera Investment Advisers
Illinois
$768K +$389K +2,108 +102%
M&T Bank
300
M&T Bank
New York
$765K +$139K +901 +22%
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12
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