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LPL Financial
LPLA

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 261 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+48
Holders Change %
+8.32%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
195
Reduced
261
Closed
61
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M

Top Buyers

1
BlackRock
BlackRock
New York
+$315M
2
GQG Partners
GQG Partners
Florida
+$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$162M
4
Goldman Sachs
Goldman Sachs
New York
+$98.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$96.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.75B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$215M
3
Invesco
Invesco
Georgia
-$215M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$194M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESCM
401
Echo Street Capital Management
New York
$588K +$588K +2,720 New
FRM
402
Fox Run Management
Connecticut
$587K +$83.9K +388 +17%
BFA
403
BMS Financial Advisors
South Dakota
$581K -$36.5K -169 -6%
MG
404
Markel Group
Virginia
$580K +$580K +2,681 New
HIS
405
Harvest Investment Services
Illinois
$569K +$247K +1,143 +77%
Bessemer Group
406
Bessemer Group
New Jersey
$558K -$5.83K -27 -1%
IWA
407
Intercontinental Wealth Advisors
Texas
$539K -$210K -970 -28%
LFAS
408
Level Four Advisory Services
Texas
$538K -$685K -3,169 -56%
IIC
409
Integrated Investment Consultants
Michigan
$519K -$40.4K -187 -7%
EWA
410
EverSource Wealth Advisors
Alabama
$516K -$404K -1,867 -44%
RIA
411
Realta Investment Advisors
Delaware
$509K -$182K -841 -26%
JF
412
Jump Financial
Illinois
$503K +$503K +2,329 New
Wolverine Trading
413
Wolverine Trading
Illinois
$495K +$495K +2,291 New
LCOV
414
London Company of Virginia
Virginia
$491K – – –
CI Investments Inc
415
CI Investments Inc
Ontario, Canada
$489K -$7.34K -34 -1%
HIM
416
Hillsdale Investment Management
Ontario, Canada
$487K +$487K +2,255 New
PA
417
Parallel Advisors
California
$486K -$4.76K -22 -1%
CW
418
CreativeOne Wealth
Kansas
$486K -$33.7K -156 -6%
AWM
419
Avior Wealth Management
Nebraska
$484K -$63.8K -295 -12%
Schroder Investment Management Group
420
Schroder Investment Management Group
United Kingdom
$477K +$477K +2,206 New
Jane Street
421
Jane Street
New York
$476K -$4.26M -19,715 -90%
Grantham, Mayo, Van Otterloo & Co (GMO)
422
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$476K +$476K +2,200 New
LWAC
423
Laurel Wealth Advisors (California)
California
$474K -$353K -1,636 -43%
MWM
424
Moran Wealth Management
Florida
$473K +$473K +2,188 New
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$465K -$3.24K -15 -0.7%
15 16
17
18 19