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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
WCM Investment Management
California
$518M
3
Capital Research Global Investors
Capital Research Global Investors
California
$604M
4
Capital World Investors
Capital World Investors
California
$110M
5
Millennium Management
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$129M
3
SCA
Southpoint Capital Advisors
New York
$147M
4
SC
Samlyn Capital
New York
$353M
5
Invesco
Invesco
Georgia
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
376
Ascent Group
Virginia
$572K +$572K +2,236 New
Bessemer Group
377
Bessemer Group
New Jersey
$570K +$103K +473 +22%
IIC
378
Integrated Investment Consultants
Michigan
$565K +$122K +558 +27%
Creative Planning
379
Creative Planning
Kansas
$556K +$211K +964 +61%
PCM
380
Prelude Capital Management
New York
$555K -$162K -743 -23%
AWM
381
Avior Wealth Management
Nebraska
$553K -$170K -777 -23%
AHB
382
Abner Herrman & Brock
New Jersey
$541K +$541K +2,475 New
GC
383
Globeflex Capital
California
$538K – – –
AR
384
Advisory Research
Illinois
$528K +$182K +835 +53%
CW
385
CreativeOne Wealth
Kansas
$525K +$525K +2,404 New
PAI
386
Pittenger & Anderson Inc
Nebraska
$522K -$252K -1,155 -33%
WA
387
Wealth Alliance
New York
$510K -$10.5K -48 -2%
FRM
388
Fox Run Management
Connecticut
$508K +$508K +2,326 New
New York State Teachers Retirement System (NYSTRS)
389
New York State Teachers Retirement System (NYSTRS)
New York
$503K +$503K +2,300 New
CI Investments Inc
390
CI Investments Inc
Ontario, Canada
$502K -$362K -1,656 -42%
LCOV
391
London Company of Virginia
Virginia
$496K -$9.61K -44 -2%
PA
392
Parallel Advisors
California
$496K -$6.33K -29 -1%
WWM
393
Western Wealth Management
Colorado
$496K +$142K +649 +40%
SCA
394
Snowden Capital Advisors
New York
$494K -$267K -1,225 -35%
PP
395
Prudential plc
United Kingdom
$483K +$57.3K +262 +13%
LG
396
Leuthold Group
Minnesota
$474K -$126K -576 -21%
EFSCE
397
Enterprise Financial Services Corp (EFSC)
Missouri
$473K -$263K -1,204 -36%
MS
398
Maven Securities
Jersey
$459K -$721K -3,300 -61%
GT
399
Greenleaf Trust
Michigan
$458K -$4.81K -22 -1%
Pzena Investment Management
400
Pzena Investment Management
New York
$453K – – –
14 15
16
17 18