LPLA icon

LPL Financial
LPLA

Overview Fund Activity

479 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, 155 reducing their positions, and 42 closing their positions.

Holders
479
Holders Change
+47
Holders Change %
+10.88%
% of All Funds
7.58%
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
155
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$334M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$146M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$117M
4
Fidelity International
4
Fidelity International
Bermuda
$60.4M
5
Invesco
5
Invesco
Georgia
$432M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
3
Millennium Management
New York
$13.9M
4
American Century Companies
4
American Century Companies
Missouri
$163M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
26
Aberdeen Group
United Kingdom
$140M +$13M +71,208 +10%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$134M -$119M -649,997 -47%
DPCM
28
Darlington Partners Capital Management
California
$132M -$55.3M -273,357 -30%
Norges Bank
29
Norges Bank
Norway
$131M +$2.75M +15,070 +2%
Charles Schwab
30
Charles Schwab
California
$123M +$3.53M +19,334 +3%
Victory Capital Management
31
Victory Capital Management
Texas
$122M -$58M -316,628 -32%
Wells Fargo
32
Wells Fargo
California
$119M +$34.2M +187,138 +40%
Capital Research Global Investors
33
Capital Research Global Investors
California
$117M +$117M +641,467 New
FPA
34
First Pacific Advisors
California
$116M -$11M -60,285 -9%
ACH
35
ArrowMark Colorado Holdings
Colorado
$115M -$16.4M -89,687 -13%
AIM
36
Artemis Investment Management
United Kingdom
$112M -$27.9M -153,009 -20%
ACM
37
Argent Capital Management
Missouri
$110M -$1.27M -6,963 -1%
FCIM
38
Fairview Capital Investment Management
California
$109M -$5.35M -29,259 -5%
Bank of America
39
Bank of America
North Carolina
$95.4M +$11.8M +64,592 +14%
Goldman Sachs
40
Goldman Sachs
New York
$83.6M +$35M +191,631 +72%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$80.8M -$7.82M -42,831 -9%
AII
42
AGF Investments Inc
Ontario, Canada
$73.1M +$14.2M +77,817 +24%
MC
43
Maverick Capital
Texas
$70.3M -$17.2M -94,010 -20%
LP
44
LMR Partners
United Kingdom
$68.3M +$22.4M +122,389 +49%
Northern Trust
45
Northern Trust
Illinois
$67.6M +$393K +2,153 +0.6%
ECM
46
Engle Capital Management
Connecticut
$67.6M -$16.4M -90,000 -20%
UBS AM
47
UBS AM
Illinois
$61.2M -$20.7M -113,217 -25%
EIP
48
Epoch Investment Partners
New York
$60.7M -$7.91M -43,308 -12%
Fidelity International
49
Fidelity International
Bermuda
$60.4M +$60.4M +330,619 New
CIBC Asset Management
50
CIBC Asset Management
Ontario, Canada
$55M +$3.93M +21,510 +8%
1
2
3 4 5