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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 %
QCM
326
Quantinno Capital Management
New York
$896K +$102K +469 +13%
CAN
327
Cetera Advisor Networks
California
$890K -$656 -3 -0.1%
NA
328
Navellier & Associates
Nevada
$883K -$8.74K -40 -1%
SIA
329
SkyView Investment Advisors
New Jersey
$879K +$97.6K +447 +12%
HighTower Advisors
330
HighTower Advisors
Illinois
$878K +$147K +673 +20%
CAAS
331
Capital Asset Advisory Services
Michigan
$875K -$445K -2,038 -34%
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$874K -$64.9K -297 -7%
WWM
333
WJ Wealth Management
Arizona
$874K – – –
BCV
334
Banque Cantonale Vaudoise
Switzerland
$874K +$656K +3,000 +300%
ACM
335
AlphaCrest Capital Management
New York
$862K +$259K +1,183 +43%
GT
336
Glenview Trust
Kentucky
$855K +$70.6K +323 +9%
AIA
337
Alera Investment Advisors
Illinois
$846K +$243K +1,112 +40%
EI
338
Ethic Inc
New York
$837K +$161K +736 +24%
LWAC
339
Laurel Wealth Advisors (California)
California
$837K +$260K +1,188 +45%
CCIA
340
Campbell & Co Investment Adviser
Maryland
$835K +$835K +3,820 New
SS
341
Simplicity Solutions
Minnesota
$831K +$156K +716 +23%
KFP
342
KB Financial Partners
New Jersey
$827K +$100K +458 +14%
EOJOAM
343
E. Ohman J:or Asset Management
Sweden
$808K – – –
APG Asset Management
344
APG Asset Management
Netherlands
$803K +$201K +900 +33%
BA
345
Bellwether Advisors
Nebraska
$762K +$233K +1,070 +44%
IWA
346
Intercontinental Wealth Advisors
Texas
$757K +$15.1K +69 +2%
SAS
347
Stelac Advisory Services
New York
$756K +$213K +974 +39%
NA
348
NewEdge Advisors
Louisiana
$747K +$452K +2,071 +153%
ATC
349
Argent Trust Co
Tennessee
$745K -$2.84K -13 -0.4%
XT
350
XTX Topco
Cayman Islands
$745K +$745K +3,409 New
12 13
14
15 16