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LPL Financial
LPLA

Overview Fund Activity

529 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+50
Holders Change %
+10.44%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
108
Increased
189
Reduced
174
Closed
50
Calls
$27.8M
Puts
$93.7M
Net Calls
-$65.9M
Net Calls Change
-$98.1M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$422M
2
WCM Investment Management
WCM Investment Management
California
$286M
3
Capital Research Global Investors
Capital Research Global Investors
California
$367M
4
BlackRock
BlackRock
New York
$830M
5
JSP
Jackson Square Partners
California
$125M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$575M
3
LP
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
301
Navellier & Associates
Nevada
$753K +$1.29K +7 +0.2%
CAN
302
Cetera Advisor Networks
California
$752K -$16.4K -89 -2%
CFGS
303
Concourse Financial Group Securities
Alabama
$743K +$530K +2,871 +249%
WWM
304
WJ Wealth Management
Arizona
$738K +$369K +2,000 +100%
CI Investments Inc
305
CI Investments Inc
Ontario, Canada
$729K -$112K -610 -13%
AT
306
American Trust
Kentucky
$727K -$147K -798 -17%
AA
307
ALPS Advisors
Colorado
$692K +$182K +985 +36%
IIM
308
INTECH Investment Management
Florida
$692K +$692K +3,751 New
EOJOAM
309
E. Ohman J:or Asset Management
Sweden
$683K +$683K +3,700 New
PF
310
Phoenix Financial
Israel
$682K -$433K -2,353 -39%
QCM
311
Quantinno Capital Management
New York
$670K +$163K +886 +32%
IC
312
Intersect Capital
California
$665K -$46.9K -254 -7%
DF
313
Donoghue Forlines
Massachusetts
$663K -$117K -632 -15%
GT
314
Glenview Trust
Kentucky
$662K +$42.8K +232 +7%
SIA
315
SkyView Investment Advisors
New Jersey
$660K -$11.8K -64 -2%
DTL
316
Dynamic Technology Lab
Singapore
$660K +$660K +3,580 New
PAI
317
Pittenger & Anderson Inc
Nebraska
$654K -$7.93K -43 -1%
Manulife (Manufacturers Life Insurance)
318
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$652K +$27.1K +147 +4%
Twin Tree Management
319
Twin Tree Management
Texas
$649K -$1.7M -9,212 -72%
BCM
320
Brasada Capital Management
Texas
$646K +$646K +3,500 New
SCA
321
Snowden Capital Advisors
New York
$643K -$167K -906 -21%
Wolverine Trading
322
Wolverine Trading
Illinois
$635K -$479K -2,571 -43%
ATC
323
Argent Trust Co
Tennessee
$632K -$69.4K -376 -10%
WB
324
WesBanco Bank
West Virginia
$631K +$631K +3,419 New
CG
325
Colony Group
Massachusetts
$629K +$185 +1 +0%
11 12
13
14 15