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LPL Financial

481 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, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 42

94% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $34.1M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $12.3B → $14.3B (+$2B)

13% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 157

11% more funds holding

Funds holding: 434481 (+47)

1.98% more ownership

Funds ownership: 95.82%97.8% (+2%)

Holders
481
Holders Change
+47
Holders Change %
+10.83%
% of All Funds
7.59%
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
157
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
301
Independent Advisor Alliance
North Carolina
$649K -$8.53K -49 -1%
RWM
302
Ritholtz Wealth Management
New York
$641K +$43.2K +248 +8%
PAS
303
Park Avenue Securities
New York
$638K +$150K +863 +33%
PCM
304
Prelude Capital Management
New York
$631K +$378K +2,169 +169%
IWA
305
Intercontinental Wealth Advisors
Texas
$630K +$5.22K +30 +0.9%
AIC
306
Archer Investment Corporation
Indiana
$623K +$594K +3,410 New
KFP
307
KB Financial Partners
New Jersey
$622K +$56.1K +322 +10%
CG
308
Colony Group
Massachusetts
$622K +$593K +3,407 New
BFS
309
Bickling Financial Services
Massachusetts
$619K +$697 +4 +0.1%
Manulife (Manufacturers Life Insurance)
310
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$619K +$84.5K +485 +17%
GT
311
Glenview Trust
Kentucky
$614K +$20.2K +116 +4%
LG
312
Leuthold Group
Minnesota
$606K
SG
313
Stonnington Group
California
$601K +$522K +3,000 New
IIC
314
Ironwood Investment Counsel
Arizona
$568K -$65.3K -375 -11%
WWM
315
Western Wealth Management
Colorado
$558K +$270K +1,553 +103%
IIC
316
Integrated Investment Consultants
Michigan
$535K +$33.1K +190 +7%
AA
317
ALPS Advisors
Colorado
$505K +$40.1K +230 +9%
QCM
318
Quantinno Capital Management
New York
$501K +$63.6K +365 +15%
CFB
319
Cullen/Frost Bankers
Texas
$493K
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$484K +$462K +2,652 New
LWAC
321
Laurel Wealth Advisors (California)
California
$480K
HWMA
322
Heritage Wealth Management (Arizona)
Arizona
$479K +$456K +2,620 New
SWP
323
Stratos Wealth Partners
Ohio
$476K +$68.4K +393 +18%
SS
324
Simplicity Solutions
Minnesota
$467K +$445K +2,556 New
ZCA
325
Zeke Capital Advisors
Pennsylvania
$456K -$25.4K -146 -6%