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 %
RJT
351
Raymond James Trust
Florida
$897K -$149K -687 -14%
AFA
352
Abacus FCF Advisors
Florida
$896K -$463K -2,142 -34%
VI
353
Vestcor Inc
New Brunswick, Canada
$887K +$480K +2,221 +118%
Two Sigma Investments
354
Two Sigma Investments
New York
$886K +$886K +4,100 New
SIA
355
SkyView Investment Advisors
New Jersey
$873K +$3.24K +15 +0.4%
Baird Financial Group
356
Baird Financial Group
Wisconsin
$868K -$146K -677 -14%
Mackenzie Financial
357
Mackenzie Financial
Ontario, Canada
$853K -$59K -273 -6%
AIM
358
Aigen Investment Management
New York
$845K +$845K +3,909 New
PAI
359
Pittenger & Anderson Inc
Nebraska
$843K +$326K +1,510 +63%
BF
360
BOK Financial
Oklahoma
$839K -$1.86M -8,614 -69%
AIA
361
Alera Investment Advisors
Illinois
$833K -$4.32K -20 -0.5%
CIC
362
Cornercap Investment Counsel
Georgia
$823K +$823K +3,809 New
MCM
363
MAI Capital Management
Ohio
$823K +$105K +487 +15%
SS
364
Simplicity Solutions
Minnesota
$821K -$1.51K -7 -0.2%
KFP
365
KB Financial Partners
New Jersey
$816K -$2.16K -10 -0.3%
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$800K – – –
OAM
367
Oppenheimer Asset Management
New York
$794K -$580K -2,682 -42%
QCM
368
Quantinno Capital Management
New York
$794K -$92.8K -429 -10%
NICM
369
Neo Ivy Capital Management
New York
$794K +$794K +3,672 New
SAS
370
Stelac Advisory Services
New York
$791K +$43K +199 +6%
PA
371
Prossimo Advisors
California
$778K +$778K +3,600 New
LA
372
LVW Advisors
New York
$773K -$338K -1,563 -30%
GT
373
Glenview Trust
Kentucky
$768K -$78K -361 -9%
NA
374
Navellier & Associates
Nevada
$765K -$109K -502 -12%
PNC Financial Services Group
375
PNC Financial Services Group
Pennsylvania
$744K -$120K -557 -14%
13 14
15
16 17