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LPL Financial
LPLA

Overview Fund Activity

432 hedge funds and large institutions have $12.3B invested in LPL Financial in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 53 closing their positions.

Holders
432
Holders Change
+14
Holders Change %
+3.35%
% of All Funds
6.67%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
75
Increased
151
Reduced
155
Closed
53
Calls
$10.8M
Puts
$8.68M
Net Calls
+$2.1M
Net Calls Change
-$914K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$212M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$111M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$532M
4
GL
4
Governors Lane
New York
$33.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$349M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$74M
2
HVCM
2
HG Vora Capital Management
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.44M
4
SC
4
Samlyn Capital
New York
$356M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Advisornet Financial
Minnesota
$1K +$1K +5 New
LWA
427
Lenox Wealth Advisors
New York
$1K +$1K +7 New
EBA
428
Eagle Bay Advisors
New York
$1K +$1K +9 New
BBHC
429
Brown Brothers Harriman & Co
New York
$800 -$17 -109 -2%
Manulife (Manufacturers Life Insurance)
430
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$464 -$203 -1,267 -30%
FGAM
431
Financial Gravity Asset Management
Texas
$4 +$4 +160 New
WIM
432
Westside Investment Management
California
$1 +$1 +12 New
HVCM
433
HG Vora Capital Management
New York
– -$125M -800,000 Closed
PAM
434
Panagora Asset Management
Massachusetts
– -$27.4M -174,974 Closed
HAI
435
Hennessy Advisors Inc
California
– -$17.7M -113,000 Closed
New York State Teachers Retirement System (NYSTRS)
436
New York State Teachers Retirement System (NYSTRS)
New York
– -$11.8M -75,563 Closed
KOCAA
437
Knights of Columbus Asset Advisors
Connecticut
– -$10.9M -69,615 Closed
Voloridge Investment Management
438
Voloridge Investment Management
Florida
– -$10.3M -65,412 Closed
CA
439
CastleArk Alternatives
Illinois
– -$10M -64,060 Closed
BGIM
440
Brandywine Global Investment Management
Pennsylvania
– -$9.82M -62,653 Closed
SSA
441
Schonfeld Strategic Advisors
New York
– -$9.37M -59,762 Closed
Bank of Nova Scotia
442
Bank of Nova Scotia
Ontario, Canada
– -$8.7M -55,493 Closed
HF
443
HRT Financial
New York
– -$7.29M -46,486 Closed
D.E. Shaw & Co
444
D.E. Shaw & Co
New York
– -$6.15M -39,214 Closed
Renaissance Technologies
445
Renaissance Technologies
New York
– -$4.79M -30,564 Closed
DCP
446
Distillate Capital Partners
Illinois
– -$3.43M -21,866 Closed
VIA
447
Vident Investment Advisory
Georgia
– -$3.43M -21,866 Closed
CCMG
448
Clark Capital Management Group
Pennsylvania
– -$3.3M -21,031 Closed
SC
449
Sovarnum Capital
New York
– -$2.35M -15,000 Closed
Mirae Asset Global Investments
450
Mirae Asset Global Investments
South Korea
– -$1.18M -7,531 Closed
16 17
18
19 20