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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
WCM Investment Management
California
$518M
3
Capital Research Global Investors
Capital Research Global Investors
California
$604M
4
Capital World Investors
Capital World Investors
California
$110M
5
Millennium Management
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$129M
3
SCA
Southpoint Capital Advisors
New York
$147M
4
SC
Samlyn Capital
New York
$353M
5
Invesco
Invesco
Georgia
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
401
Intrust Bank
Kansas
$453K +$62.7K +287 +16%
IC
402
IEQ Capital
California
$453K +$81.9K +375 +22%
DC
403
Davenport & Co
Virginia
$450K +$95.6K +438 +27%
BCM
404
BTC Capital Management
Iowa
$436K -$9.39K -43 -2%
BRWA
405
B. Riley Wealth Advisors
Florida
$433K +$66.5K +304 +18%
ZCA
406
Zeke Capital Advisors
Pennsylvania
$427K -$87.8K -402 -17%
EP
407
Edgestream Partners
New Jersey
$419K +$419K +1,920 New
PF
408
Phoenix Financial
Israel
$418K -$392K -1,791 -48%
VF
409
Virtu Financial
New York
$417K +$417K +1,911 New
LWP
410
Legacy Wealth Planning
Nevada
$415K +$4.37K +20 +1%
APA
411
American Portfolios Advisors
New York
$415K +$22.9K +105 +6%
SIM
412
SSI Investment Management
California
$413K +$1.09K +5 +0.3%
VI
413
Vestcor Inc
New Brunswick, Canada
$412K +$4.37K +20 +1%
RIM
414
Redpoint Investment Management
Australia
$400K – – –
MLL
415
Moody Lynn & Lieberson
Massachusetts
$393K – – –
IGWM
416
ICA Group Wealth Management
Colorado
$388K -$5.25K -24 -1%
Axa
417
Axa
France
$381K +$381K +1,745 New
MA
418
MONECO Advisors
Connecticut
$374K – – –
YCM
419
Yousif Capital Management
Michigan
$370K -$77.3K -354 -17%
CCP
420
Corient Capital Partners
California
$370K – – –
Lido Advisors
421
Lido Advisors
California
$370K +$71.4K +327 +24%
MFG
422
Merit Financial Group
Georgia
$354K -$59.3K -271 -14%
PCM
423
Pennsylvania Capital Management
Pennsylvania
$343K – – –
SWMG
424
Sanchez Wealth Management Group
Florida
$343K +$15.1K +69 +5%
Thrivent Financial for Lutherans
425
Thrivent Financial for Lutherans
Minnesota
$341K +$341K +1,574 New
15 16
17
18 19