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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 %
APA
401
American Portfolios Advisors
New York
$7.68K +$3.04K +19 +66%
DHGWA
402
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$7K +44 New
CAM
403
ClariVest Asset Management
California
$6K -$6.24M -32,230 -100%
SFO
404
Standard Family Office
South Dakota
$6K +$6K +37 New
ACM
405
AUA Capital Management
Pennsylvania
$5K – – –
BIA
406
Bell Investment Advisors
California
$5K – – –
EARNEST Partners
407
EARNEST Partners
Georgia
$5K – – –
TJHA
408
Thomas J. Herzfeld Advisors
Florida
$5K +$1.03K +6 +26%
WT
409
Washington Trust
Rhode Island
$4K – – –
IRAG
410
Investment Research & Advisory Group
Georgia
$4K – – –
CWP
411
Concord Wealth Partners
Virginia
$4K – – –
WFS
412
Widmann Financial Services
Maryland
$4K +$4K +31 New
GWS
413
Glassman Wealth Services
Virginia
$3K +$1.35K +9 +82%
CB
414
CNB Bank
Pennsylvania
$3K +$3K +19 New
JWA
415
JFS Wealth Advisors
Pennsylvania
$3K +$3K +21 New
HFM
416
Harvest Fund Management
China
$2K -$27.9K -237 -93%
GWSG
417
GPS Wealth Strategies Group
Colorado
$2K – – –
LF
418
Lee Financial
Texas
$2K – – –
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
DWA
420
Delos Wealth Advisors
Texas
$2K +$2K +12 New
SC
421
Schubert & Co
Texas
$2K +$2K +13 New
CFO
422
CVA Family Office
Colorado
$2K +$2K +15 New
VRS
423
Virginia Retirement Systems
Virginia
$1.19K +$128 +800 +12%
IFAM
424
Institutional & Family Asset Management
Colorado
$1K – – –
SIS
425
Sound Income Strategies
Florida
$1K – – –
15 16
17
18 19