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LPL Financial

481 hedge funds and large institutions have $14.3B invested in LPL Financial in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 178 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 42

94% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $34.1M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $12.3B → $14.3B (+$2B)

13% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 157

11% more funds holding

Funds holding: 434481 (+47)

1.98% more ownership

Funds ownership: 95.82%97.8% (+2%)

Holders
481
Holders Change
+47
Holders Change %
+10.83%
% of All Funds
7.59%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
91
Increased
178
Reduced
157
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
326
Globeflex Capital
California
$450K
YCM
327
Yousif Capital Management
Michigan
$443K +$14.8K +85 +4%
MGIA
328
Moneta Group Investment Advisors
Missouri
$432K -$5.92K -34 -1%
IWM
329
IHT Wealth Management
Illinois
$424K
PA
330
Parallel Advisors
California
$421K +$336K +1,931 +576%
BCM
331
BTC Capital Management
Iowa
$420K -$28.6K -164 -7%
LCOV
332
London Company of Virginia
Virginia
$415K
Nisa Investment Advisors
333
Nisa Investment Advisors
Missouri
$412K -$7.11M -40,827 -95%
HIS
334
Harvest Investment Services
Illinois
$407K +$389K +2,231 New
HighTower Advisors
335
HighTower Advisors
Illinois
$395K +$85.2K +489 +29%
EP
336
Edgestream Partners
New Jersey
$392K +$374K +2,145 New
Cetera Investment Advisers
337
Cetera Investment Advisers
Illinois
$376K -$16.4K -94 -4%
MCM
338
MAI Capital Management
Ohio
$366K -$16.5K -95 -5%
WWM
339
WJ Wealth Management
Arizona
$365K
FHB
340
First Hawaiian Bank
Hawaii
$358K -$76.1K -437 -18%
GT
341
Greenleaf Trust
Michigan
$355K +$39.9K +229 +13%
EI
342
Ethic Inc
New York
$349K -$64.1K -368 -16%
SIM
343
SSI Investment Management
California
$345K -$3.48K -20 -1%
LWP
344
Legacy Wealth Planning
Nevada
$344K +$43.5K +250 +15%
UB
345
UMB Bank
Missouri
$340K
JF
346
Jump Financial
Illinois
$339K +$323K +1,857 New
WA
347
Wealth Alliance
New York
$337K +$56.8K +326 +21%
MLL
348
Moody Lynn & Lieberson
Massachusetts
$329K
YIA
349
YHB Investment Advisors
Connecticut
$325K -$104K -600 -25%
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$322K -$1.15M -6,621 -79%