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LPL Financial

481 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, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 42

94% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $34.1M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $12.3B → $14.3B (+$2B)

13% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 157

11% more funds holding

Funds holding: 434481 (+47)

1.98% more ownership

Funds ownership: 95.82%97.8% (+2%)

Holders
481
Holders Change
+47
Holders Change %
+10.83%
% of All Funds
7.59%
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
157
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
426
Wolff Wiese Magana
California
$29K -$174 -1 -0.6%
AF
427
Allworth Financial
California
$28K +$26.6K +153 New
HNB
428
Huntington National Bank
Ohio
$25K -$2.96K -17 -11%
CCM
429
Covington Capital Management
California
$24K
PCH
430
Polar Capital Holdings
United Kingdom
$23.7K
SWM
431
Spire Wealth Management
Virginia
$23K -$43.9K -252 -66%
RTC
432
Riverview Trust Company
Washington
$21K +$19.7K +113 New
AWMS
433
Advocacy Wealth Management Services
Georgia
$19K +$17.9K +103 New
MCM
434
Manchester Capital Management
Vermont
$17K -$15.8K -91 -49%
LSA
435
Leonteq Securities AG
Switzerland
$16.4K -$179K -1,029 -92%
IWP
436
IAG Wealth Partners
Wisconsin
$15K
AssetMark Inc
437
AssetMark Inc
California
$15K +$14.5K +83 New
PMFA
438
Plante Moran Financial Advisors
Michigan
$14K
JFGIW
439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K +$12.4K +71 New
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$12K -$7.84K -45 -41%
CT
441
Cambridge Trust
Massachusetts
$12K -$871 -5 -7%
CYG
442
Clean Yield Group
Vermont
$12K +$11K +63 New
WTC
443
WhitTier Trust Company
Nevada
$12K +$11.5K +66 New
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$11K -$1.74K -10 -14%
T
445
TCWP
Ohio
$11K +$11K +63 New
NL
446
NVWM LLC
Pennsylvania
$10K
JWA
447
JFS Wealth Advisors
Pennsylvania
$10K +$5.92K +34 +162%
MCC
448
Money Concepts Capital
Florida
$9K +$9.05K +52 New
DHGWA
449
Dixon Hughes Goodman Wealth Advisors
North Carolina
$8K +$174 +1 +2%
MFT
450
Moisand Fitzgerald Tamayo
Florida
$7K +$6.62K +38 New