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LPL Financial
LPLA

Overview Fund Activity

529 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+50
Holders Change %
+10.44%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
108
Increased
189
Reduced
174
Closed
50
Calls
$27.8M
Puts
$93.7M
Net Calls
-$65.9M
Net Calls Change
-$98.1M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$422M
2
WCM Investment Management
WCM Investment Management
California
$286M
3
Capital Research Global Investors
Capital Research Global Investors
California
$367M
4
BlackRock
BlackRock
New York
$830M
5
JSP
Jackson Square Partners
California
$125M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$575M
3
LP
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
401
Seeyond
France
$293K +$293K +1,590 New
NIMI
402
Natixis Investment Managers International
France
$293K +$293K +1,590 New
AR
403
Advisory Research
Illinois
$292K +$292K +1,583 New
Creative Planning
404
Creative Planning
Kansas
$291K +$291K +1,579 New
PCM
405
Pennsylvania Capital Management
Pennsylvania
$290K – – –
FHB
406
First Hawaiian Bank
Hawaii
$287K -$75.2K -407 -21%
RWMH
407
Riverpoint Wealth Management Holdings
Illinois
$283K – – –
SWMG
408
Sanchez Wealth Management Group
Florida
$277K +$369 +2 +0.1%
CG
409
Caprock Group
Idaho
$274K +$274K +1,487 New
FFL
410
Future Fund LLC
Illinois
$267K -$18.8K -102 -7%
Lido Advisors
411
Lido Advisors
California
$252K +$252K +1,367 New
NA
412
NewEdge Advisors
Louisiana
$249K +$249K +1,350 New
GKWIM
413
Gerber Kawasaki Wealth & Investment Management
California
$247K +$247K +1,344 New
SP
414
Symmetry Partners
Connecticut
$244K – – –
PCG
415
Private Capital Group
Connecticut
$242K -$15.9K -86 -6%
ACM
416
Aquatic Capital Management
Illinois
$240K +$240K +1,300 New
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$239K -$87.4K -473 -27%
TSS
418
Two Sigma Securities
New York
$234K +$234K +1,266 New
AIG
419
American International Group
New York
$229K -$49.6K -269 -18%
LNWWM
420
Laird Norton Wetherby Wealth Management
California
$227K +$227K +1,228 New
DWT
421
Dorsey & Whitney Trust
South Dakota
$226K +$15.9K +86 +8%
PAM
422
Panagora Asset Management
Massachusetts
$224K +$8.5K +46 +4%
EWA
423
EP Wealth Advisors
California
$221K +$221K +1,197 New
GDP
424
Great Diamond Partners
Maine
$220K -$57.4K -311 -21%
XF
425
XML Financial
Maryland
$217K +$185 +1 +0.1%
15 16
17
18 19