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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
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$313M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$212M
3
DPCM
3
Darlington Partners Capital Management
California
$148M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$111M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$532M

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 Market Value Shares Shares
Change 		Shares
Change %
DPCM
26
Darlington Partners Capital Management
California
$148M 926,623 +926,623 New
JCM
27
Junto Capital Management
New York
$134M 838,114 +52,961 +7%
AIM
28
Artemis Investment Management
United Kingdom
$123M 767,659 +77,926 +11%
ACH
29
ArrowMark Colorado Holdings
Colorado
$115M 716,993 -6,974 -1%
Norges Bank
30
Norges Bank
Norway
$113M 703,625 -21,123 -3%
Aberdeen Group
31
Aberdeen Group
United Kingdom
$111M 696,282 +696,282 New
FPA
32
First Pacific Advisors
California
$111M 693,997 -31,631 -4%
Charles Schwab
33
Charles Schwab
California
$104M 651,665 +10,948 +2%
FCIM
34
Fairview Capital Investment Management
California
$100M 626,814 -10,850 -2%
ACM
35
Argent Capital Management
Missouri
$97.4M 608,469 -1,831 -0.3%
Millennium Management
36
Millennium Management
New York
$84.9M 530,332 -235,047 -31%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$77.7M 485,145 -136,036 -22%
MC
38
Maverick Capital
Texas
$76.7M 479,077 -40,668 -8%
Wells Fargo
39
Wells Fargo
California
$74M 462,360 -2,058,451 -82%
ECM
40
Engle Capital Management
Connecticut
$73.6M 460,000 -100,000 -18%
Bank of America
41
Bank of America
North Carolina
$73.3M 457,571 +28,391 +7%
UBS AM
42
UBS AM
Illinois
$71.7M 447,986 -47,655 -10%
RJA
43
Raymond James & Associates
Florida
$69.6M 434,498 +5,151 +1%
VNIM
44
Vaughan Nelson Investment Management
Texas
$68.5M 427,756 -132,815 -24%
EIP
45
Epoch Investment Partners
New York
$60.2M 375,844 -21,989 -6%
Northern Trust
46
Northern Trust
Illinois
$58.9M 367,869 -25,265 -6%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$58.8M 367,470 -21,334 -5%
AII
48
AGF Investments Inc
Ontario, Canada
$51.6M 322,183 – –
Federated Hermes
49
Federated Hermes
Pennsylvania
$50.8M 317,214 -5,001 -2%
CIBC Asset Management
50
CIBC Asset Management
Ontario, Canada
$44.8M 279,711 -31,876 -10%
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