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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 %
FHB
426
First Hawaiian Bank
Hawaii
$340K – – –
RWMH
427
Riverpoint Wealth Management Holdings
Illinois
$335K – – –
HKIMG
428
Hutchens & Kramer Investment Management Group
Indiana
$334K -$44K -195 -12%
QT
429
Quantamental Technologies
New York
$326K +$326K +1,493 New
CG
430
Caprock Group
Idaho
$325K +$437 +2 +0.1%
HIS
431
Harvest Investment Services
Illinois
$324K -$255K -1,171 -44%
HCM
432
HMS Capital Management
Tennessee
$321K +$321K +1,469 New
Simplex Trading
433
Simplex Trading
Illinois
$317K -$416K -1,910 -57%
Balyasny Asset Management
434
Balyasny Asset Management
Illinois
$311K -$16.7M -76,431 -98%
FFL
435
Future Fund LLC
Illinois
$305K -$11.3K -52 -4%
AWS
436
Atria Wealth Solutions
New York
$305K -$45K -206 -13%
ALAM
437
Asahi Life Asset Management
Japan
$300K +$112K +515 +60%
TWM
438
Thrive Wealth Management
Pennsylvania
$293K +$293K +1,341 New
Vontobel Holding
439
Vontobel Holding
Switzerland
$290K +$290K +1,329 New
SP
440
Symmetry Partners
Connecticut
$289K – – –
CIP
441
Convergence Investment Partners
Florida
$288K +$288K +1,319 New
UB
442
UMB Bank
Missouri
$277K -$130K -596 -32%
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$277K -$5.02K -23 -2%
DWT
444
Dorsey & Whitney Trust
South Dakota
$277K +$8.54K +39 +3%
Nisa Investment Advisors
445
Nisa Investment Advisors
Missouri
$272K -$1.37M -5,451 -83%
AIG
446
American International Group
New York
$272K +$872 +4 +0.3%
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$265K -$2.84K -13 -1%
PCM
448
Presidio Capital Management
California
$262K +$21.2K +97 +9%
GDP
449
Great Diamond Partners
Maine
$260K -$437 -2 -0.2%
XF
450
XML Financial
Maryland
$257K +$436 +2 +0.2%
16 17
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