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LPL Financial
LPLA

Overview Fund Activity

479 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, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+47
Holders Change %
+10.88%
% of All Funds
7.58%
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
155
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$334M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$146M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$117M
4
Fidelity International
4
Fidelity International
Bermuda
$60.4M
5
Invesco
5
Invesco
Georgia
$432M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
3
Millennium Management
New York
$13.9M
4
American Century Companies
4
American Century Companies
Missouri
$163M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
401
Harvest Fund Management
China
$118K +$115K +633 +3,724%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$110K +$41.1K +225 +60%
Bessemer Group
403
Bessemer Group
New Jersey
$105K – – –
IA
404
IFP Advisors
Florida
$105K +$50.3K +508 +92%
S
405
SignatureFD
Georgia
$98K +$12.4K +68 +14%
Koshinski Asset Management
406
Koshinski Asset Management
Illinois
$93.5K +$15K +82 +19%
C
407
Covestor
United Kingdom
$92K +$37.8K +206 +70%
QCG
408
Quadrant Capital Group
Ohio
$90K +$6.22K +34 +7%
CMF
409
Counterpoint Mutual Funds
California
$90K +$90K +495 New
Rockefeller Capital Management
410
Rockefeller Capital Management
New York
$89K +$30.7K +169 +53%
TSWM
411
Tyler-Stone Wealth Management
Ohio
$74K +$2.56K +14 +4%
CAL
412
Capital Analysts LLC
Pennsylvania
$73K -$10.2K -56 -12%
SSB
413
Sandy Spring Bank
Maryland
$73K – – –
GCM
414
Gables Capital Management
Florida
$73K – – –
CTC
415
Central Trust Company
Missouri
$71K – – –
T
416
TOBAM
France
$71K +$71K +386 New
Acadian Asset Management
417
Acadian Asset Management
Massachusetts
$58K +$58K +327 New
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.4K +$57.4K +314 New
PI
419
PEAK6 Investments
Illinois
$43K -$2.73M -15,071 -98%
EBA
420
Eagle Bay Advisors
New York
$43K +$41.4K +226 +2,511%
BEI
421
Benjamin Edwards Inc
Missouri
$34K +$2.59K +14 +8%
JGIA
422
Jackson Grant Investment Advisers
Connecticut
$33K – – –
FHA
423
First Horizon Advisors
Tennessee
$32K -$6.87K -38 -18%
SFG
424
Steward Financial Group
Texas
$31K +$31K +175 New
WWM
425
Wolff Wiese Magana
California
$29K -$185 -1 -0.6%
15 16
17
18 19