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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 %
Pzena Investment Management
376
Pzena Investment Management
New York
$742K +$294K +1,362 +66%
ATC
377
Argent Trust Co
Tennessee
$738K – – –
CG
378
Colony Group
Massachusetts
$737K +$1.95K +9 +0.3%
CM
379
Capula Management
Cayman Islands
$728K +$728K +3,370 New
TI
380
Tidal Investments
Wisconsin
$727K -$656K -3,032 -47%
RWM
381
Ritholtz Wealth Management
New York
$719K -$228K -1,055 -24%
BFS
382
Bickling Financial Services
Massachusetts
$703K +$432 +2 +0.1%
GT
383
Glenmede Trust
Pennsylvania
$702K +$702K +3,246 New
Bank of Nova Scotia
384
Bank of Nova Scotia
Ontario, Canada
$701K -$5.23M -24,187 -88%
S
385
Seeyond
France
$701K +$102K +474 +17%
AG
386
Algert Global
California
$695K +$695K +3,216 New
SOADOR
387
State of Alaska Department of Revenue
Alaska
$683K +$683K +3,162 New
Creative Planning
388
Creative Planning
Kansas
$650K +$101K +466 +18%
CFB
389
Cullen/Frost Bankers
Texas
$649K +$64.9K +300 +11%
VI
390
Versor Investments
New York
$647K +$647K +2,995 New
AIC
391
Archer Investment Corporation
Indiana
$642K – – –
XT
392
XTX Topco
Cayman Islands
$632K -$105K -485 -14%
AWS
393
Atria Wealth Solutions
New York
$627K +$326K +1,506 +108%
Cerity Partners
394
Cerity Partners
New York
$626K -$439K -2,033 -41%
Mercer Global Advisors
395
Mercer Global Advisors
Colorado
$615K -$71.6K -331 -10%
Manulife (Manufacturers Life Insurance)
396
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$610K -$68.7K -318 -10%
AWM
397
Axxcess Wealth Management
California
$607K -$461K -2,132 -43%
Thrivent Financial for Lutherans
398
Thrivent Financial for Lutherans
Minnesota
$603K +$265K +1,232 +78%
SWP
399
Stratos Wealth Partners
Ohio
$592K – – –
IWM
400
IHT Wealth Management
Illinois
$591K -$2.81K -13 -0.5%
14 15
16
17 18