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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 %
BCM
451
BTC Capital Management
Iowa
$378K -$53.8K -249 -12%
Cambridge Investment Research Advisors
452
Cambridge Investment Research Advisors
Iowa
$375K -$255K -1,178 -40%
Lido Advisors
453
Lido Advisors
California
$368K +$1.73K +8 +0.5%
FHB
454
First Hawaiian Bank
Hawaii
$363K +$27.2K +126 +8%
CP
455
CenterBook Partners
Connecticut
$363K +$363K +1,677 New
KI
456
Kula Investments
Illinois
$355K +$355K +1,644 New
CA
457
Cetera Advisors
Colorado
$351K +$351K +1,623 New
IB
458
Intrust Bank
Kansas
$349K -$99.2K -459 -22%
PCM
459
Pennsylvania Capital Management
Pennsylvania
$347K – – –
SWMG
460
Sanchez Wealth Management Group
Florida
$340K +$432 +2 +0.1%
TSS
461
Two Sigma Securities
New York
$333K +$89.7K +415 +37%
APP
462
Alpha Paradigm Partners
Illinois
$333K +$333K +1,542 New
RWMH
463
Riverpoint Wealth Management Holdings
Illinois
$331K – – –
BRWA
464
B. Riley Wealth Advisors
Florida
$331K -$96.8K -448 -23%
Vontobel Holding
465
Vontobel Holding
Switzerland
$327K +$43.7K +205 +15%
FFM
466
Fullerton Fund Management
Singapore
$322K +$322K +1,490 New
FFL
467
Future Fund LLC
Illinois
$313K +$11K +51 +4%
MGP
468
Metis Global Partners
California
$307K +$307K +1,422 New
ALAM
469
Asahi Life Asset Management
Japan
$302K +$4.32K +20 +1%
GCP
470
GSA Capital Partners
United Kingdom
$291K +$291K +1,345 New
HCM
471
HMS Capital Management
Tennessee
$289K -$28.1K -130 -9%
T
472
TOBAM
France
$288K +$204K +944 +245%
SP
473
Symmetry Partners
Connecticut
$286K – – –
Arrowstreet Capital
474
Arrowstreet Capital
Massachusetts
$280K -$1.46M -6,758 -84%
TMAM
475
Tokio Marine Asset Management
Japan
$278K +$278K +1,286 New
17 18
19
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