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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 %
IIC
426
Ironwood Investment Counsel
Arizona
$462K -$179K -830 -28%
FCB
427
First County Bank
Connecticut
$456K +$456K +2,111 New
Verition Fund Management
428
Verition Fund Management
Connecticut
$454K -$6.45M -29,817 -93%
LG
429
Leuthold Group
Minnesota
$454K -$14.7K -68 -3%
GT
430
Greenleaf Trust
Michigan
$453K -$216 -1 -0%
AT
431
American Trust
Kentucky
$452K -$236K -1,090 -34%
GC
432
Globeflex Capital
California
$451K -$81.3K -376 -15%
TC
433
TownSquare Capital
Utah
$451K -$803K -3,715 -64%
IC
434
IEQ Capital
California
$445K -$3.46K -16 -0.8%
LIP
435
Lighthouse Investment Partners
Florida
$437K +$437K +2,022 New
LNC
436
Lincoln National Corp
Pennsylvania
$436K -$1.93M -8,926 -82%
WWM
437
WJ Wealth Management
Arizona
$432K -$432K -2,000 -50%
BHCM
438
Boulder Hill Capital Management
New York
$432K +$432K +2,000 New
MFG
439
Merit Financial Group
Georgia
$431K +$81.3K +376 +23%
CAAS
440
Capital Asset Advisory Services
Michigan
$421K -$526K -2,226 -56%
AG
441
Ascent Group
Virginia
$420K -$63.3K -293 -13%
WA
442
Wealth Alliance
New York
$409K -$95.6K -442 -19%
SIM
443
SSI Investment Management
California
$408K – – –
YCM
444
Yousif Capital Management
Michigan
$390K +$23.8K +110 +6%
TRCT
445
Tower Research Capital (TRC)
New York
$389K -$1.35M -6,259 -78%
MLL
446
Moody Lynn & Lieberson
Massachusetts
$389K – – –
BMSSC
447
B. Metzler seel. Sohn & Co
Germany
$383K -$230K -1,065 -38%
TCM
448
Teza Capital Management
Illinois
$382K +$382K +1,767 New
MA
449
MONECO Advisors
Connecticut
$381K +$11.2K +52 +3%
DC
450
Davenport & Co
Virginia
$378K -$67.4K -312 -15%
16 17
18
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