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

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$575M
3
LP
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
451
IFP Advisors
Florida
$105K – – –
Swedbank
452
Swedbank
Sweden
$83.8K +$83.8K +454 New
EI
453
Ellevest Inc
New York
$79K +$76.4K +412 +2,943%
TSWM
454
Tyler-Stone Wealth Management
Ohio
$75K – – –
GCM
455
Gables Capital Management
Florida
$74K – – –
CAL
456
Capital Analysts LLC
Pennsylvania
$74K – – –
CTC
457
Central Trust Company
Missouri
$72K – – –
T
458
TOBAM
France
$71K – – –
C
459
Covestor
United Kingdom
$69K -$24.1K -130 -26%
PCM
460
Penserra Capital Management
California
$68K +$68K +373 New
SSB
461
Sandy Spring Bank
Maryland
$55K -$18.3K -100 -25%
CA
462
CoreCap Advisors
Michigan
$54K +$54K +295 New
RCG
463
Rock Creek Group
District of Columbia
$53K +$53K +286 New
AF
464
Allworth Financial
California
$51K +$22.7K +123 +80%
TRCT
465
Tower Research Capital (TRC)
New York
$49K -$221K -1,196 -82%
QPBE
466
Quintet Private Bank (Europe)
Luxembourg
$46.6K +$46.6K +214 New
AssetMark Inc
467
AssetMark Inc
California
$38K +$22.6K +122 +147%
WTC
468
WhitTier Trust Company
Nevada
$35K +$22.8K +124 +188%
BEI
469
Benjamin Edwards Inc
Missouri
$34K – – –
1IA
470
1834 Investment Advisors
Wisconsin
$34K +$34K +186 New
JGIA
471
Jackson Grant Investment Advisers
Connecticut
$33K – – –
MCC
472
Money Concepts Capital
Florida
$33K +$23.6K +130 +250%
BMD
473
Better Money Decisions
New Mexico
$33K +$33K +179 New
SFG
474
Steward Financial Group
Texas
$32K – – –
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
$31K +$19.2K +104 +163%
17 18
19
20 21