LPL Financial
LPLA
628 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, 196 increasing their positions, 263 reducing their positions, and 62 closing their positions.
95% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 62
8% more funds holding
Funds holding: 581 → 628 (+47)
2% less call options, than puts
Call options by funds: $42.3M | Put options by funds: $43.3M
9.85% less ownership
Funds ownership: 105.96% → 96.11% (-9.8%)
11% less capital invested
Capital invested by funds: $18.4B → $16.3B (-$2.1B)
25% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 263
27% less funds holding in top 10
Funds holding in top 10: 26 → 19 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$340M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$186M |
| 3 |
D.E. Shaw & Co
New York
|
+$175M |
| 4 |
Goldman Sachs
New York
|
+$107M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$1.89B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$233M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$233M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$210M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$161M |
LPLA Hedge Fund Activity: Q4 2022 in Review
628 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q4 2022, worth a combined $16.3B — down 11% from $18.4B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new LPLA positions and 62 closed out — a net gain of 59 holders — while 196 added to existing stakes and 263 trimmed.
The largest buyer was BlackRock, adding an estimated $340M. The largest seller was Janus Henderson Group, cutting an estimated $1.89B.
- 628 institutional investors held LPL Financial (LPLA) as of Q4 2022, up from 581 in Q3 2022.
- Funds reported $16.3B of LPL Financial stock for Q4 2022, down 11% quarter-over-quarter.
- 121 funds opened new LPL Financial positions in Q4 2022 and 62 closed out, a net change of +59 holders.
- The largest LPL Financial buyer in Q4 2022 was BlackRock, an estimated $340M added.
- The largest LPL Financial seller in Q4 2022 was Janus Henderson Group, an estimated $1.89B sold.
Based on aggregated 13F filings for Q4 2022.