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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$961M
2
WCM Investment Management
WCM Investment Management
California
+$186M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$170M
4
Capital World Investors
Capital World Investors
California
+$110M
5
Millennium Management
Millennium Management
New York
+$85.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$151M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$120M
3
SCA
Southpoint Capital Advisors
New York
-$120M
4
SC
Samlyn Capital
New York
-$101M
5
Invesco
Invesco
Georgia
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
301
Raymond James Financial Services Advisors
Florida
$1.19M +$115K +524 +11%
RWA
302
Redhawk Wealth Advisors
Minnesota
$1.18M +$1.18M +5,386 New
Cetera Investment Advisers
303
Cetera Investment Advisers
Illinois
$1.16M +$253K +1,156 +28%
LA
304
LVW Advisors
New York
$1.12M -$33.2K -152 -3%
OLA
305
Oliver Luxxe Assets
New Jersey
$1.12M -$930K -4,257 -45%
MIM
306
MetLife Investment Management
New Jersey
$1.08M +$874 +4 +0.1%
Nordea Investment Management
307
Nordea Investment Management
Sweden
$1.08M – – –
AWM
308
Axxcess Wealth Management
California
$1.08M +$114K +522 +12%
Cerity Partners
309
Cerity Partners
New York
$1.08M -$124K -566 -10%
BBHC
310
Brown Brothers Harriman & Co
New York
$1.07M -$524K -2,400 -33%
CFGS
311
Concourse Financial Group Securities
Alabama
$1.07M +$188K +859 +21%
M&T Bank
312
M&T Bank
New York
$1.06M -$17.5K -80 -2%
FAIM
313
Financial Advocates Investment Management
Washington
$1.06M +$181K +992 +21%
RJT
314
Raymond James Trust
Florida
$1.06M -$18.3K -84 -2%
ASN
315
Advisory Services Network
Georgia
$1.04M +$53.7K +246 +5%
FB
316
Fulton Bank
Pennsylvania
$1.03M -$74.2K -340 -7%
Baird Financial Group
317
Baird Financial Group
Wisconsin
$1.03M +$25.2K +115 +3%
BDF
318
Balasa Dinverno & Foltz
$1.02M +$337K +1,541 +50%
GKWIM
319
Gerber Kawasaki Wealth & Investment Management
California
$984K +$684K +3,069 +228%
CP
320
Cumberland Partners
Ontario, Canada
$983K +$983K +4,500 New
RWM
321
Ritholtz Wealth Management
New York
$957K +$332K +1,519 +53%
SO
322
STRS Ohio
Ohio
$951K -$224K -1,027 -19%
EWA
323
EverSource Wealth Advisors
Alabama
$928K -$42.8K -196 -4%
Mackenzie Financial
324
Mackenzie Financial
Ontario, Canada
$922K -$12.5K -57 -1%
Lazard Asset Management
325
Lazard Asset Management
New York
$896K -$4.4M -20,158 -83%
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