LPLA icon

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 %
DF
326
Donoghue Forlines
Massachusetts
$1.23M +$556K +2,571 +83%
FMI
327
F/M Investments
District of Columbia
$1.22M +$1.22M +5,632 New
RWA
328
Redhawk Wealth Advisors
Minnesota
$1.21M +$43K +199 +4%
AAM
329
Aureus Asset Management
Massachusetts
$1.2M -$77.8K -360 -6%
PRC
330
Pearl River Capital
Michigan
$1.19M +$1.19M +5,528 New
CP
331
Cumberland Partners
Ontario, Canada
$1.19M +$216K +1,000 +22%
SCA
332
Snowden Capital Advisors
New York
$1.15M +$665K +3,076 +136%
SO
333
STRS Ohio
Ohio
$1.15M +$208K +961 +22%
JFG
334
Jefferies Financial Group
New York
$1.14M +$1.14M +5,285 New
HWMA
335
Heritage Wealth Management (Arizona)
Arizona
$1.13M +$421K +1,946 +59%
RJFSA
336
Raymond James Financial Services Advisors
Florida
$1.12M -$56.4K -261 -5%
OLA
337
Oliver Luxxe Assets
New Jersey
$1.11M +$4.11K +19 +0.4%
FAIM
338
Financial Advocates Investment Management
Washington
$1.09M -$172K -795 -14%
SAM
339
Shell Asset Management
Netherlands
$1.05M -$255K -1,179 -20%
MIM
340
MetLife Investment Management
New Jersey
$1.04M -$27.5K -127 -3%
M&T Bank
341
M&T Bank
New York
$1.04M -$11.2K -52 -1%
CGH
342
Crossmark Global Holdings
Texas
$1.02M +$1.02M +4,708 New
CFGS
343
Concourse Financial Group Securities
Alabama
$991K -$64.9K -300 -6%
BFG
344
Bleakley Financial Group
New Jersey
$978K +$978K +4,526 New
BBHC
345
Brown Brothers Harriman & Co
New York
$941K -$115K -534 -11%
HighTower Advisors
346
HighTower Advisors
Illinois
$935K +$64.5K +298 +7%
DILIC
347
Dai-ichi Life Insurance Company
Japan
$929K +$929K +4,297 New
EI
348
Ethic Inc
New York
$928K +$99.9K +462 +12%
AO
349
Advisor OS
Illinois
$928K -$345K -1,595 -27%
VNIM
350
Vaughan Nelson Investment Management
Texas
$901K -$459K -2,120 -34%
12 13
14
15 16