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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 %
SGA
276
Strategic Global Advisors
California
$1.95M -$32.4K -150 -2%
NAM
277
Nissay Asset Management
Japan
$1.91M -$42.8K -198 -2%
PP
278
PDT Partners
New York
$1.91M -$490K -2,268 -20%
FZCM
279
Flynn Zito Capital Management
New York
$1.87M -$60.1K -278 -3%
Public Sector Pension Investment Board (PSP Investments)
280
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.85M -$2.28M -10,548 -55%
KAS
281
Kestra Advisory Services
Texas
$1.85M +$466K +2,154 +34%
VPIM
282
Vanguard Personalized Indexing Management
California
$1.82M +$70.9K +328 +4%
ASN
283
Advisory Services Network
Georgia
$1.82M +$788K +3,643 +76%
NIP
284
Nicholas Investment Partners
California
$1.82M – – –
Neuberger Berman Group
285
Neuberger Berman Group
New York
$1.8M -$387K -1,791 -18%
CAM
286
ClariVest Asset Management
California
$1.8M +$487K +2,251 +37%
BFM
287
Boothbay Fund Management
New York
$1.79M -$1.58M -7,324 -47%
TI
288
Trexquant Investment
Connecticut
$1.79M -$9.72M -44,946 -84%
CCMG
289
Clark Capital Management Group
Pennsylvania
$1.77M +$52.1K +241 +3%
LCM
290
Laurion Capital Management
New York
$1.73M +$1.73M +8,000 New
SBIA
291
Sheaff Brock Investment Advisors
Indiana
$1.73M -$15.1K -70 -0.9%
TPM
292
Triasima Portfolio Management
Quebec, Canada
$1.72M +$1.72M +7,970 New
Axa
293
Axa
France
$1.71M +$1.33M +6,154 +353%
PAS
294
Park Avenue Securities
New York
$1.68M +$43.5K +201 +3%
Wealthfront Advisers
295
Wealthfront Advisers
California
$1.67M +$1.67M +7,743 New
DZ Bank
296
DZ Bank
Germany
$1.64M – – –
SLI
297
Sumitomo Life Insurance
Japan
$1.59M -$171K -793 -10%
WB
298
WesBanco Bank
West Virginia
$1.58M +$1.58M +7,323 New
P
299
Pitcairn
Pennsylvania
$1.58M -$55.3K -256 -3%
FA
300
FDx Advisors
Illinois
$1.57M -$1.05M -4,866 -40%
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