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

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$575M
3
LP
3
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
376
BTC Capital Management
Iowa
$375K -$47.6K -259 -11%
IIC
377
Integrated Investment Consultants
Michigan
$374K -$166K -900 -31%
CCP
378
Corient Capital Partners
California
$370K +$55.7K +302 +18%
Franklin Resources
379
Franklin Resources
California
$368K +$82.9K +450 +29%
PP
380
Prudential plc
United Kingdom
$359K +$359K +1,947 New
GC
381
Guggenheim Capital
Illinois
$356K -$364K -1,970 -51%
SIM
382
SSI Investment Management
California
$348K – – –
MFG
383
Merit Financial Group
Georgia
$348K +$348K +1,889 New
LWP
384
Legacy Wealth Planning
Nevada
$347K – – –
UB
385
UMB Bank
Missouri
$344K – – –
VI
386
Vestcor Inc
New Brunswick, Canada
$344K +$344K +1,864 New
RIM
387
Redpoint Investment Management
Australia
$337K +$337K +1,829 New
MLL
388
Moody Lynn & Lieberson
Massachusetts
$332K – – –
BFA
389
BMS Financial Advisors
South Dakota
$331K +$331K +1,792 New
APA
390
American Portfolios Advisors
New York
$331K +$325K +1,760 +5,333%
IB
391
Intrust Bank
Kansas
$330K +$104K +564 +46%
YIA
392
YHB Investment Advisors
Connecticut
$328K – – –
MA
393
MONECO Advisors
Connecticut
$316K +$185 +1 +0.1%
IC
394
IEQ Capital
California
$314K +$85.7K +464 +38%
BRWA
395
B. Riley Wealth Advisors
Florida
$310K +$81.7K +441 +36%
HKIMG
396
Hutchens & Kramer Investment Management Group
Indiana
$303K -$13.2K -73 -4%
II
397
Inspire Investing
Idaho
$303K +$303K +1,640 New
DC
398
Davenport & Co
Virginia
$299K +$3.87K +21 +1%
WWM
399
Western Wealth Management
Colorado
$297K -$265K -1,441 -47%
AWS
400
Atria Wealth Solutions
New York
$295K +$59.6K +323 +25%
14 15
16
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