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

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$575M
3
LP
3
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
426
Blueshift Asset Management
New Jersey
$215K +$215K +1,163 New
AWM
427
Apollon Wealth Management
South Carolina
$209K +$209K +1,131 New
S
428
SignatureFD
Georgia
$208K +$109K +589 +110%
LC
429
Lindbrook Capital
California
$205K +$64.3K +348 +46%
DCM
430
DGS Capital Management
New Jersey
$205K +$205K +1,111 New
PCM
431
Presidio Capital Management
California
$203K -$1.11K -6 -0.5%
AAP
432
Arax Advisory Partners
Colorado
$189K +$65.8K +357 +53%
BCV
433
Banque Cantonale Vaudoise
Switzerland
$185K +$185K +1,000 New
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$173K +$62K +336 +56%
BAM
435
Belpointe Asset Management
Nevada
$161K +$4.57K +25 +3%
ALAM
436
Asahi Life Asset Management
Japan
$159K +$159K +860 New
TFGT
437
TS Financial Group (TSFG)
Illinois
$158K +$184 +1 +0.1%
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$146K +$56.2K +307 +63%
EBA
439
Eagle Bay Advisors
New York
$146K +$103K +558 +237%
GRP
440
Global Retirement Partners
California
$140K – – –
ST
441
Smithfield Trust
Pennsylvania
$123K – – –
QC
442
Quent Capital
New York
$123K +$185 +1 +0.2%
TFA
443
Toth Financial Advisory
Virginia
$122K – – –
SPIA
444
Steward Partners Investment Advisory
New York
$121K -$30.9K -168 -20%
UCB
445
United Community Bank
South Carolina
$121K +$121K +655 New
HFM
446
Harvest Fund Management
China
$120K – – –
VVP
447
Venture Visionary Partners
Ohio
$114K +$114K +619 New
QCG
448
Quadrant Capital Group
Ohio
$110K +$19K +103 +21%
FHA
449
First Horizon Advisors
Tennessee
$108K +$75.7K +414 +234%
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K +$47.6K +258 +82%
16 17
18
19 20