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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.

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
1
Lone Pine Capital
Connecticut
$422M
2
WCM Investment Management
2
WCM Investment Management
California
$286M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$367M
4
BlackRock
4
BlackRock
New York
$830M
5
JSP
5
Jackson Square Partners
California
$125M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$575M
3
LP
3
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$210M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$166M 901,963 -73,325 -8%
FCM
27
Frontier Capital Management
Massachusetts
$152M 825,413 -290,177 -26%
American Century Companies
28
American Century Companies
Missouri
$151M 816,690 -77,157 -9%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$150M 814,686 -48,954 -6%
Aberdeen Group
30
Aberdeen Group
United Kingdom
$136M 739,237 -28,253 -4%
Norges Bank
31
Norges Bank
Norway
$133M 722,053 +3,358 +0.5%
JSP
32
Jackson Square Partners
California
$125M 677,978 +677,978 New
Charles Schwab
33
Charles Schwab
California
$122M 662,373 -8,626 -1%
JCM
34
Junto Capital Management
New York
$117M 632,093 -252,528 -29%
ACM
35
Argent Capital Management
Missouri
$109M 588,994 -12,512 -2%
Wells Fargo
36
Wells Fargo
California
$107M 579,422 -70,076 -11%
FPA
37
First Pacific Advisors
California
$104M 562,306 -71,406 -11%
FCIM
38
Fairview Capital Investment Management
California
$102M 550,938 -46,617 -8%
AIM
39
Artemis Investment Management
United Kingdom
$96.8M 523,936 -90,714 -15%
Victory Capital Management
40
Victory Capital Management
Texas
$95.4M 516,957 -148,058 -22%
Goldman Sachs
41
Goldman Sachs
New York
$90.5M 490,394 +32,866 +7%
Bank of America
42
Bank of America
North Carolina
$84.3M 456,849 -65,314 -13%
Northern Trust
43
Northern Trust
Illinois
$83.5M 452,522 +82,500 +22%
AII
44
AGF Investments Inc
Ontario, Canada
$76.6M 415,000 +15,000 +4%
ACH
45
ArrowMark Colorado Holdings
Colorado
$74.3M 402,963 -224,343 -36%
Morgan Stanley
46
Morgan Stanley
New York
$74.1M 401,634 +198,490 +98%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$64.2M 347,924 -94,390 -21%
EIP
48
Epoch Investment Partners
New York
$61.9M 335,318 +2,782 +0.8%
SEI Investments
49
SEI Investments
Pennsylvania
$59.1M 320,337 +146,803 +85%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$56.8M 308,139 +10,645 +4%
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