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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 %
EP
451
Edgestream Partners
New Jersey
– -$862K -5,501 Closed
Asset Management One
452
Asset Management One
Japan
– -$824K -5,259 Closed
OMC
453
Old Mission Capital
Illinois
– -$799K -5,096 Closed
CM
454
Crestline Management
Texas
– -$791K -5,044 Closed
NIG
455
NFJ Investment Group
Texas
– -$474K -3,022 Closed
FC
456
FORA Capital
Florida
– -$425K -2,710 Closed
Parallax Volatility Advisers
457
Parallax Volatility Advisers
California
– -$356K -2,274 Closed
LSA
458
L & S Advisors
California
– -$345K -2,200 Closed
AG
459
AlphaSimPlex Group
Massachusetts
– -$314K -2,002 Closed
BMSSC
460
B. Metzler seel. Sohn & Co
Germany
– -$310K -1,978 Closed
FNBOO
461
First National Bank of Omaha
Nebraska
– -$240K -1,532 Closed
Sumitomo Mitsui Trust Group
462
Sumitomo Mitsui Trust Group
Japan
– -$207K -1,321 Closed
PNC
463
Park National Corp
Ohio
– -$202K -1,286 Closed
NICM
464
Neo Ivy Capital Management
New York
– -$85K -1,085 Closed
Canada Pension Plan Investment Board
465
Canada Pension Plan Investment Board
Ontario, Canada
– -$169K -1,075 Closed
GKIM
466
GW&K Investment Management
Massachusetts
– -$149K -950 Closed
JCM
467
Jacobi Capital Management
Pennsylvania
– -$148K -941 Closed
SOW
468
State of Wyoming
Wyoming
– -$120K -766 Closed
SAI
469
Systematic Alpha Investments
New Jersey
– -$125K -760 Closed
GRP
470
Global Retirement Partners
California
– -$61K -389 Closed
Acadian Asset Management
471
Acadian Asset Management
Massachusetts
– -$31K -204 Closed
BMD
472
Better Money Decisions
New Mexico
– -$28K -179 Closed
APWA
473
Atlas Private Wealth Advisors
New Jersey
– -$28K -178 Closed
LWM
474
Liberty Wealth Management
California
– -$29K -177 Closed
DFCM
475
Dark Forest Capital Management
Puerto Rico
– -$14K -88 Closed
16 17 18
19
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