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LPL Financial
LPLA

Overview Fund Activity

432 hedge funds and large institutions have $12.3B invested in LPL Financial in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 53 closing their positions.

Holders
432
Holders Change
+14
Holders Change %
+3.35%
% of All Funds
6.67%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
75
Increased
151
Reduced
155
Closed
53
Calls
$10.8M
Puts
$8.68M
Net Calls
+$2.1M
Net Calls Change
-$914K

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$313M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$212M
3
DPCM
3
Darlington Partners Capital Management
California
$148M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$111M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$532M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$74M
2
HVCM
2
HG Vora Capital Management
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.44M
4
SC
4
Samlyn Capital
New York
$356M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
YCM
301
Yousif Capital Management
Michigan
$374K 2,339 +2,339 New
IWM
302
IHT Wealth Management
Illinois
$372K 2,323 -94 -4%
FFL
303
Future Fund LLC
Illinois
$370K 2,310 +2,310 New
EI
304
Ethic Inc
New York
$365K 2,279 +479 +27%
LCOV
305
London Company of Virginia
Virginia
$363K 2,270 – –
SWP
306
Stratos Wealth Partners
Ohio
$354K 2,213 -65 -3%
Cetera Investment Advisers
307
Cetera Investment Advisers
Illinois
$344K 2,151 -410 -16%
EWA
308
EverSource Wealth Advisors
Alabama
$344K 2,148 +2,148 New
MCM
309
MAI Capital Management
Ohio
$336K 2,096 -113 -5%
M&T Bank
310
M&T Bank
New York
$335K 2,085 +61 +3%
HKIMG
311
Hutchens & Kramer Investment Management Group
Indiana
$326K 1,747 +1,747 New
AA
312
ACT Advisors
North Carolina
$320K 2,000 – –
WWM
313
WJ Wealth Management
Arizona
$320K 2,000 – –
SCA
314
Snowden Capital Advisors
New York
$316K 1,975 -2,780 -58%
MWM
315
Modera Wealth Management
New Jersey
$311K 1,944 +1,944 New
SIM
316
SSI Investment Management
California
$305K 1,904 -5 -0.3%
ASN
317
Advisory Services Network
Georgia
$302K 1,891 +1 +0.1%
UB
318
UMB Bank
Missouri
$298K 1,863 +1,863 New
MA
319
MONECO Advisors
Connecticut
$296K 1,711 -19 -1%
MLL
320
Moody Lynn & Lieberson
Massachusetts
$288K 1,800 -200 -10%
Franklin Resources
321
Franklin Resources
California
$283K 1,766 -10 -0.6%
XT
322
XTX Topco
Cayman Islands
$277K 1,730 -1,664 -49%
WCM
323
Wedge Capital Management
North Carolina
$277K 1,729 -13 -0.7%
Citadel Advisors
324
Citadel Advisors
Florida
$276K 1,727 -30,424 -95%
GT
325
Greenleaf Trust
Michigan
$274K 1,714 +44 +3%
11 12
13
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