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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
1
AllianceBernstein
Tennessee
$334M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$146M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$117M
4
Fidelity International
4
Fidelity International
Bermuda
$60.4M
5
Invesco
5
Invesco
Georgia
$432M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
3
Millennium Management
New York
$13.9M
4
American Century Companies
4
American Century Companies
Missouri
$163M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
301
Ritholtz Wealth Management
New York
$641K +$45.3K +248 +8%
PAS
302
Park Avenue Securities
New York
$638K +$158K +863 +33%
PCM
303
Prelude Capital Management
New York
$631K +$396K +2,169 +169%
IWA
304
Intercontinental Wealth Advisors
Texas
$630K +$5.48K +30 +0.9%
AIC
305
Archer Investment Corporation
Indiana
$623K +$623K +3,410 New
KFP
306
KB Financial Partners
New Jersey
$622K +$58.8K +322 +10%
CG
307
Colony Group
Massachusetts
$622K +$622K +3,407 New
BFS
308
Bickling Financial Services
Massachusetts
$619K +$731 +4 +0.1%
Manulife (Manufacturers Life Insurance)
309
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$619K +$88.6K +485 +17%
GT
310
Glenview Trust
Kentucky
$614K +$21.2K +116 +4%
LG
311
Leuthold Group
Minnesota
$606K – – –
SG
312
Stonnington Group
California
$601K +$601K +3,000 New
IIC
313
Ironwood Investment Counsel
Arizona
$568K -$68.5K -375 -11%
WWM
314
Western Wealth Management
Colorado
$558K +$283K +1,553 +103%
IIC
315
Integrated Investment Consultants
Michigan
$535K +$34.7K +190 +7%
AA
316
ALPS Advisors
Colorado
$505K +$42K +230 +9%
QCM
317
Quantinno Capital Management
New York
$501K +$66.6K +365 +15%
CFB
318
Cullen/Frost Bankers
Texas
$493K – – –
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$484K +$484K +2,652 New
LWAC
320
Laurel Wealth Advisors (California)
California
$480K – – –
HWMA
321
Heritage Wealth Management (Arizona)
Arizona
$479K +$479K +2,620 New
SWP
322
Stratos Wealth Partners
Ohio
$476K +$71.8K +393 +18%
SS
323
Simplicity Solutions
Minnesota
$467K +$467K +2,556 New
ZCA
324
Zeke Capital Advisors
Pennsylvania
$456K -$26.7K -146 -6%
GC
325
Globeflex Capital
California
$450K – – –
11 12
13
14 15