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LPL Financial
LPLA

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 261 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+48
Holders Change %
+8.32%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
195
Reduced
261
Closed
61
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M

Top Buyers

1
BlackRock
BlackRock
New York
+$315M
2
GQG Partners
GQG Partners
Florida
+$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$162M
4
Goldman Sachs
Goldman Sachs
New York
+$98.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$96.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.75B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$215M
3
Invesco
Invesco
Georgia
-$215M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$194M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
301
Gerber Kawasaki Wealth & Investment Management
California
$1.57M +$617K +2,853 +65%
CAN
302
Cetera Advisor Networks
California
$1.55M +$673K +3,113 +76%
SFI
303
Susquehanna Fundamental Investments
Pennsylvania
$1.55M -$3.25M -15,040 -68%
New York State Teachers Retirement System (NYSTRS)
304
New York State Teachers Retirement System (NYSTRS)
New York
$1.54M +$1.04M +4,800 +209%
BCIM
305
British Columbia Investment Management
British Columbia, Canada
$1.52M -$175K -809 -10%
PGCM
306
Prescott Group Capital Management
Oklahoma
$1.51M – – –
Luther King Capital Management (LKCM)
307
Luther King Capital Management (LKCM)
Texas
$1.51M -$588K -2,721 -28%
Mariner
308
Mariner
Kansas
$1.5M -$95.3K -441 -6%
SGWM
309
Sterling Group Wealth Management
California
$1.49M +$1.49M +6,908 New
DIA
310
Dana Investment Advisors
Wisconsin
$1.45M -$1.22M -5,664 -46%
HCMT
311
Highland Capital Management (Tennessee)
Tennessee
$1.38M +$1.38M +6,397 New
CW
312
Connectus Wealth
Ohio
$1.36M +$1.36M +6,314 New
MSRPS
313
Maryland State Retirement & Pension System
Maryland
$1.35M +$1.35M +6,259 New
AAM
314
Advisors Asset Management
Colorado
$1.35M -$90.4K -418 -6%
IMCOOI
315
Investment Management Corp of Ontario (IMCO)
Canada
$1.32M +$1.32M +6,122 New
ProShare Advisors
316
ProShare Advisors
Maryland
$1.31M -$2.34M -10,819 -64%
Cetera Investment Advisers
317
Cetera Investment Advisers
Illinois
$1.31M +$163K +756 +14%
VLC
318
Van Leeuwen & Company
New Jersey
$1.31M -$34.4K -159 -3%
AIM
319
Achmea Investment Management
Netherlands
$1.3M – – –
AIM
320
Aquila Investment Management
New York
$1.3M -$649K -3,000 -33%
TSW
321
Thompson Siegel & Walmsley
Virginia
$1.3M +$1.3M +6,000 New
DTL
322
Dynamic Technology Lab
Singapore
$1.28M -$1.45M -6,705 -53%
BCI
323
Brinker Capital Investments
Pennsylvania
$1.25M -$31.8K -147 -2%
FB
324
Fulton Bank
Pennsylvania
$1.24M +$214K +991 +21%
MAM
325
Meeder Asset Management
Ohio
$1.23M +$1.22M +5,665 +70,813%
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