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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 %
Arrowstreet Capital
276
Arrowstreet Capital
Massachusetts
$1.76M +$1.76M +8,052 New
CCMG
277
Clark Capital Management Group
Pennsylvania
$1.73M +$8.52K +39 +0.5%
BCIM
278
British Columbia Investment Management
British Columbia, Canada
$1.72M -$314K -1,437 -15%
DZ Bank
279
DZ Bank
Germany
$1.66M – – –
PAS
280
Park Avenue Securities
New York
$1.65M +$194K +889 +13%
P
281
Pitcairn
Pennsylvania
$1.65M +$5.24K +24 +0.3%
Mariner
282
Mariner
Kansas
$1.61M +$1.61M +7,368 New
PGCM
283
Prescott Group Capital Management
Oklahoma
$1.53M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
284
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.5M +$846K +3,873 +129%
OPERF
285
Oregon Public Employees Retirement Fund
Oregon
$1.47M +$91.5K +419 +7%
AAM
286
Advisors Asset Management
Colorado
$1.45M -$222K -1,014 -13%
AIM
287
Achmea Investment Management
Netherlands
$1.41M +$1.37M +6,284 +4,304%
KAS
288
Kestra Advisory Services
Texas
$1.4M +$35.8K +164 +3%
TI
289
Tidal Investments
Wisconsin
$1.4M +$1.4M +6,394 New
OAM
290
Oppenheimer Asset Management
New York
$1.39M -$133K -610 -9%
AFA
291
Abacus FCF Advisors
Florida
$1.37M -$335K -1,534 -20%
VNIM
292
Vaughan Nelson Investment Management
Texas
$1.37M +$363K +1,660 +36%
VLC
293
Van Leeuwen & Company
New Jersey
$1.36M -$152K -695 -10%
CAM
294
ClariVest Asset Management
California
$1.32M -$409K -1,873 -24%
SAM
295
Shell Asset Management
Netherlands
$1.32M -$356K -1,630 -21%
BCI
296
Brinker Capital Investments
Pennsylvania
$1.3M +$33.2K +152 +3%
AAM
297
Aureus Asset Management
Massachusetts
$1.29M – – –
AO
298
Advisor OS
Illinois
$1.29M +$108K +493 +9%
TC
299
TownSquare Capital
Utah
$1.27M +$209K +957 +20%
LFAS
300
Level Four Advisory Services
Texas
$1.24M +$51.3K +235 +4%
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