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LPL Financial

481 hedge funds and large institutions have $14.3B invested in LPL Financial in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 178 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 42

94% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $34.1M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $12.3B → $14.3B (+$2B)

13% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 157

11% more funds holding

Funds holding: 434481 (+47)

1.98% more ownership

Funds ownership: 95.82%97.8% (+2%)

Holders
481
Holders Change
+47
Holders Change %
+10.83%
% of All Funds
7.59%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
91
Increased
178
Reduced
157
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
401
Quent Capital
New York
$121K +$1.92K +11 +2%
HFM
402
Harvest Fund Management
China
$118K +$110K +633 +3,724%
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$110K +$39.2K +225 +60%
Bessemer Group
404
Bessemer Group
New Jersey
$105K
IA
405
IFP Advisors
Florida
$105K +$88.5K +508 +92%
S
406
SignatureFD
Georgia
$98K +$11.8K +68 +14%
Koshinski Asset Management
407
Koshinski Asset Management
Illinois
$93.5K +$14.3K +82 +19%
C
408
Covestor
United Kingdom
$92K +$35.9K +206 +70%
QCG
409
Quadrant Capital Group
Ohio
$90K +$5.92K +34 +7%
CMF
410
Counterpoint Mutual Funds
California
$90K +$86.2K +495 New
Rockefeller Capital Management
411
Rockefeller Capital Management
New York
$89K +$29.4K +169 +53%
TSWM
412
Tyler-Stone Wealth Management
Ohio
$74K +$2.44K +14 +4%
CAL
413
Capital Analysts LLC
Pennsylvania
$73K -$9.75K -56 -12%
GCM
414
Gables Capital Management
Florida
$73K
SSB
415
Sandy Spring Bank
Maryland
$73K
CTC
416
Central Trust Company
Missouri
$71K
T
417
TOBAM
France
$71K +$67.2K +386 New
Acadian Asset Management
418
Acadian Asset Management
Massachusetts
$58K +$56.9K +327 New
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.4K +$54.7K +314 New
PI
420
PEAK6 Investments
Illinois
$43K -$2.62M -15,071 -98%
EBA
421
Eagle Bay Advisors
New York
$43K +$39.4K +226 +2,511%
BEI
422
Benjamin Edwards Inc
Missouri
$34K +$2.44K +14 +8%
JGIA
423
Jackson Grant Investment Advisers
Connecticut
$33K
FHA
424
First Horizon Advisors
Tennessee
$32K -$6.62K -38 -18%
SFG
425
Steward Financial Group
Texas
$31K +$30.5K +175 New