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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 %
SWM
376
Spire Wealth Management
Virginia
$61K +$35.4K +220 +138%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$60K +$60K +377 New
PA
378
Parallel Advisors
California
$54K +$6.29K +39 +13%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$51K -$11.4K -72 -18%
C
380
Covestor
United Kingdom
$47K +$47K +296 New
SPIA
381
Steward Partners Investment Advisory
New York
$46K +$32.3K +200 +235%
TWP
382
TFO Wealth Partners
Ohio
$44K +$44K +281 New
FHA
383
First Horizon Advisors
Tennessee
$33K -$767 -5 -2%
MCM
384
Manchester Capital Management
Vermont
$30K – – –
JGIA
385
Jackson Grant Investment Advisers
Connecticut
$29K – – –
BEI
386
Benjamin Edwards Inc
Missouri
$27K +$1.43K +9 +6%
FAM
387
Fred Alger Management
New York
$26K -$48.4K -300 -65%
WWM
388
Wolff Wiese Magana
California
$25K -$533K -3,368 -96%
HNB
389
Huntington National Bank
Ohio
$25K +$160 +1 +0.6%
CCM
390
Covington Capital Management
California
$21K – – –
PCH
391
Polar Capital Holdings
United Kingdom
$20.8K +$20.8K +129,858 New
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$17K -$9.67K -62 -36%
EI
393
Ellevest Inc
New York
$16K +$13.1K +80 +444%
IWP
394
IAG Wealth Partners
Wisconsin
$13K – – –
PMFA
395
Plante Moran Financial Advisors
Michigan
$12K – – –
FMII
396
Farmers & Merchants Investments Inc
Nebraska
$11K -$620 -4 -5%
WTA
397
Washington Trust Advisors
Massachusetts
$11K +$11K +67 New
CT
398
Cambridge Trust
Massachusetts
$11K +$11K +68 New
NL
399
NVWM LLC
Pennsylvania
$9K +$4.17K +25 +86%
TCWM
400
Total Clarity Wealth Management
Illinois
$8K – – –
14 15
16
17 18