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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 %
CCP
351
Corient Capital Partners
California
$213K +$213K +1,330 New
CFGS
352
Concourse Financial Group Securities
Alabama
$212K -$8.64K -54 -4%
SP
353
Symmetry Partners
Connecticut
$212K – – –
GIA
354
Gladstone Institutional Advisory
Florida
$208K +$208K +1,300 New
PCM
355
Prelude Capital Management
New York
$206K +$206K +1,287 New
FA
356
Fermata Advisors
California
$200K +$200K +1,251 New
LC
357
Lindbrook Capital
California
$158K +$144K +896 +1,007%
Schroder Investment Management Group
358
Schroder Investment Management Group
United Kingdom
$156K -$10.4M -64,951 -99%
Walleye Trading
359
Walleye Trading
New York
$149K +$143K +894 +2,416%
TFGT
360
TS Financial Group (TSFG)
Illinois
$137K +$31.7K +198 +30%
Group One Trading
361
Group One Trading
Illinois
$128K +$128K +800 New
BAM
362
Belpointe Asset Management
Nevada
$122K – – –
GLLW
363
Graves Light Lenhart Wealth
Virginia
$108K – – –
ST
364
Smithfield Trust
Pennsylvania
$107K – – –
QC
365
Quent Capital
New York
$105K +$105K +653 New
Bessemer Group
366
Bessemer Group
New Jersey
$92K +$61.8K +385 +205%
IA
367
IFP Advisors
Florida
$89K +$1.13K +7 +1%
S
368
SignatureFD
Georgia
$75K -$8K -50 -10%
CAL
369
Capital Analysts LLC
Pennsylvania
$73K – – –
QCG
370
Quadrant Capital Group
Ohio
$73K +$14.3K +90 +24%
Koshinski Asset Management
371
Koshinski Asset Management
Illinois
$68.8K +$1.76K +11 +3%
SSB
372
Sandy Spring Bank
Maryland
$64K -$13K -81 -17%
GCM
373
Gables Capital Management
Florida
$64K – – –
CTC
374
Central Trust Company
Missouri
$63K +$41.9K +260 +198%
TSWM
375
Tyler-Stone Wealth Management
Ohio
$63K +$63K +391 New
13 14
15
16 17