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LPL Financial
LPLA

Overview Fund Activity

432 hedge funds and large institutions have $12.3B invested in LPL Financial in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 53 closing their positions.

Holders
432
Holders Change
+14
Holders Change %
+3.35%
% of All Funds
6.67%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
75
Increased
151
Reduced
155
Closed
53
Calls
$10.8M
Puts
$8.68M
Net Calls
+$2.1M
Net Calls Change
-$914K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$212M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$111M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$532M
4
GL
4
Governors Lane
New York
$33.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$349M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$74M
2
HVCM
2
HG Vora Capital Management
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.44M
4
SC
4
Samlyn Capital
New York
$356M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
326
Meeder Asset Management
Ohio
$273K +$253K +1,581 +1,285%
NA
327
NewEdge Advisors
Louisiana
$272K +$272K +1,698 New
BFM
328
Boothbay Fund Management
New York
$271K +$271K +1,694 New
JSL
329
JT Stratford LLC
Georgia
$270K – – –
HighTower Advisors
330
HighTower Advisors
Illinois
$268K +$9.24K +58 +4%
AWM
331
Apollon Wealth Management
South Carolina
$267K +$62.9K +393 +31%
OWA
332
One Wealth Advisors
California
$265K +$16.8K +105 +7%
LWP
333
Legacy Wealth Planning
Nevada
$261K +$32K +200 +14%
Thrivent Financial for Lutherans
334
Thrivent Financial for Lutherans
Minnesota
$256K -$3.77M -23,543 -94%
Fayez Sarofim & Co
335
Fayez Sarofim & Co
Texas
$256K – – –
PCM
336
Pennsylvania Capital Management
Pennsylvania
$252K – – –
DC
337
Davenport & Co
Virginia
$248K -$20.6K -129 -8%
RWMH
338
Riverpoint Wealth Management Holdings
Illinois
$245K – – –
TRCT
339
Tower Research Capital (TRC)
New York
$245K +$173K +1,084 +240%
PCG
340
Private Capital Group
Connecticut
$243K -$1.12K -7 -0.5%
WA
341
Wealth Alliance
New York
$243K +$7.19K +45 +3%
AIG
342
American International Group
New York
$242K -$8.33K -52 -3%
WWM
343
Western Wealth Management
Colorado
$241K +$241K +1,504 New
SWMG
344
Sanchez Wealth Management Group
Florida
$240K +$481 +3 +0.2%
JG
345
Jefferies Group
New York
$238K -$452K -2,825 -66%
GDP
346
Great Diamond Partners
Maine
$236K +$5.12K +32 +2%
Pzena Investment Management
347
Pzena Investment Management
New York
$235K +$235K +1,465 New
QIM
348
Quantitative Investment Management
Virginia
$234K -$231K -1,448 -50%
A
349
Astrantus
Cyprus
$224K +$224K +1,398 New
IRF
350
IBM Retirement Fund
New York
$213K -$148K -921 -41%
12 13
14
15 16