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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
APA
451
American Portfolios Advisors
New York
$6.03K -$2.61K -15 -31%
MAM
452
Meeder Asset Management
Ohio
$6K -$291K -1,672 -98%
ACM
453
AUA Capital Management
Pennsylvania
$6K
CAM
454
ClariVest Asset Management
California
$6K
LTI
455
Laffer Tengler Investments
Tennessee
$5.66K +$5.4K +31 New
EARNEST Partners
456
EARNEST Partners
Georgia
$5K
TJHA
457
Thomas J. Herzfeld Advisors
Florida
$5K
WT
458
Washington Trust
Rhode Island
$5K +$522 +3 +13%
GWS
459
Glassman Wealth Services
Virginia
$5K +$1.04K +6 +30%
CFO
460
CVA Family Office
Colorado
$5K +$1.74K +10 +67%
CI
461
Cordant Inc
Oregon
$5K +$5.05K +29 New
CWP
462
Concord Wealth Partners
Virginia
$4K
IRAG
463
Investment Research & Advisory Group
Georgia
$4K
TWA
464
TCI Wealth Advisors
Arizona
$4K +$3.66K +21 New
EI
465
Ellevest Inc
New York
$3K -$14.6K -84 -86%
CB
466
CNB Bank
Pennsylvania
$3K
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$3K +$871 +5 +42%
SC
468
Schubert & Co
Texas
$3K +$1.04K +6 +46%
DI
469
Disciplined Investments
Oklahoma
$3K +$2.79K +16 New
GWSG
470
GPS Wealth Strategies Group
Colorado
$2K
IFAM
471
Institutional & Family Asset Management
Colorado
$2K
LF
472
Lee Financial
Texas
$2K
PCA
473
Providence Capital Advisors
North Carolina
$2K +$2.26K +13 New
AF
474
Advisornet Financial
Minnesota
$1K
SIS
475
Sound Income Strategies
Florida
$1K