LPLA icon

LPL Financial
LPLA

Overview Fund Activity

529 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+50
Holders Change %
+10.44%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
108
Increased
189
Reduced
174
Closed
50
Calls
$27.8M
Puts
$93.7M
Net Calls
-$65.9M
Net Calls Change
-$98.1M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$422M
2
WCM Investment Management
WCM Investment Management
California
$286M
3
Capital Research Global Investors
Capital Research Global Investors
California
$367M
4
BlackRock
BlackRock
New York
$830M
5
JSP
Jackson Square Partners
California
$125M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$575M
3
LP
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
351
HighPoint Advisor Group
Illinois
$495K +$495K +2,805 New
HIS
352
Harvest Investment Services
Illinois
$490K +$78.7K +427 +19%
LWAC
353
Laurel Wealth Advisors (California)
California
$487K +$2.21K +12 +0.5%
ETC
354
Exchange Traded Concepts
Oklahoma
$484K +$484K +2,623 New
APG Asset Management
355
APG Asset Management
Netherlands
$476K +$476K +2,700 New
BMSSC
356
B. Metzler seel. Sohn & Co
Germany
$468K +$468K +2,535 New
SAS
357
Stelac Advisory Services
New York
$459K +$459K +2,486 New
GC
358
Globeflex Capital
California
$454K – – –
MME
359
Meag Munich Ergo
Germany
$452K +$452K +2,450 New
BA
360
Bellwether Advisors
Nebraska
$446K +$446K +2,422 New
WA
361
Wealth Alliance
New York
$440K +$99.3K +538 +29%
ZCA
362
Zeke Capital Advisors
Pennsylvania
$435K -$26K -141 -6%
IWM
363
IHT Wealth Management
Illinois
$429K +$185 +1 +0%
LCOV
364
London Company of Virginia
Virginia
$427K +$8.12K +44 +2%
PA
365
Parallel Advisors
California
$424K +$6.27K +34 +2%
D.E. Shaw & Co
366
D.E. Shaw & Co
New York
$424K +$424K +2,299 New
WG
367
Winton Group
United Kingdom
$420K -$274K -1,485 -39%
IGWM
368
ICA Group Wealth Management
Colorado
$404K +$107K +477 +36%
KBC Group
369
KBC Group
Belgium
$397K +$397K +2,156 New
Bessemer Group
370
Bessemer Group
New Jersey
$395K +$289K +1,564 +273%
Bank of Nova Scotia
371
Bank of Nova Scotia
Ontario, Canada
$391K -$4.18M -22,673 -91%
GT
372
Greenleaf Trust
Michigan
$391K +$32.3K +175 +9%
Pzena Investment Management
373
Pzena Investment Management
New York
$382K +$112K +607 +41%
YCM
374
Yousif Capital Management
Michigan
$378K -$69.2K -375 -15%
MCM
375
MAI Capital Management
Ohio
$377K +$7.57K +41 +2%
13 14
15
16 17