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LPL Financial
LPLA

Overview Fund Activity

479 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, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+47
Holders Change %
+10.88%
% of All Funds
7.58%
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
155
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$334M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$146M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$117M
4
Fidelity International
4
Fidelity International
Bermuda
$60.4M
5
Invesco
5
Invesco
Georgia
$432M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
3
Millennium Management
New York
$13.9M
4
American Century Companies
4
American Century Companies
Missouri
$163M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
351
MONECO Advisors
Connecticut
$313K – – –
CCP
352
Corient Capital Partners
California
$311K +$68.4K +375 +28%
JSL
353
JT Stratford LLC
Georgia
$308K – – –
OWA
354
One Wealth Advisors
California
$303K +$1.1K +6 +0.4%
DC
355
Davenport & Co
Virginia
$293K +$9.33K +51 +3%
Fayez Sarofim & Co
356
Fayez Sarofim & Co
Texas
$292K – – –
ASN
357
Advisory Services Network
Georgia
$287K -$58.7K -321 -17%
WCM
358
Wedge Capital Management
North Carolina
$287K -$29.1K -159 -9%
PCM
359
Pennsylvania Capital Management
Pennsylvania
$287K – – –
FFL
360
Future Fund LLC
Illinois
$284K -$139K -758 -33%
Franklin Resources
361
Franklin Resources
California
$283K -$39.9K -218 -12%
RWMH
362
Riverpoint Wealth Management Holdings
Illinois
$280K – – –
AIG
363
American International Group
New York
$276K +$183 +1 +0.1%
SWMG
364
Sanchez Wealth Management Group
Florida
$274K +$365 +2 +0.1%
GDP
365
Great Diamond Partners
Maine
$274K +$5.28K +29 +2%
Mackenzie Financial
366
Mackenzie Financial
Ontario, Canada
$271K +$271K +1,482 New
Pzena Investment Management
367
Pzena Investment Management
New York
$268K – – –
TRCT
368
Tower Research Capital (TRC)
New York
$267K -$13.7K -75 -5%
IGWM
369
ICA Group Wealth Management
Colorado
$263K +$263K +1,322 New
PCG
370
Private Capital Group
Connecticut
$256K -$22.1K -121 -8%
LFAS
371
Level Four Advisory Services
Texas
$251K +$251K +1,372 New
BCM
372
Brookstone Capital Management
Illinois
$244K +$244K +1,216 New
Simplex Trading
373
Simplex Trading
Illinois
$242K -$278K -1,530 -53%
SP
374
Symmetry Partners
Connecticut
$242K – – –
A
375
Astrantus
Cyprus
$237K -$17.9K -98 -7%
13 14
15
16 17