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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
2
WCM Investment Management
California
$518M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$604M
4
Capital World Investors
4
Capital World Investors
California
$110M
5
Millennium Management
5
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$129M
3
SCA
3
Southpoint Capital Advisors
New York
$147M
4
SC
4
Samlyn Capital
New York
$353M
5
Invesco
5
Invesco
Georgia
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
26
Aberdeen Group
United Kingdom
$150M -$11.4M -52,123 -7%
SCA
27
Southpoint Capital Advisors
New York
$147M -$120M -550,000 -45%
FCM
28
Frontier Capital Management
Massachusetts
$146M -$34.3M -156,914 -19%
DPCM
29
Darlington Partners Capital Management
California
$145M -$52.3M -239,511 -26%
JSP
30
Jackson Square Partners
California
$138M -$10.1M -46,122 -7%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$129M -$120M -551,203 -48%
Wells Fargo
32
Wells Fargo
California
$126M -$360K -1,646 -0.3%
FPA
33
First Pacific Advisors
California
$122M -$957K -4,381 -0.8%
FCIM
34
Fairview Capital Investment Management
California
$119M -$1.37M -6,257 -1%
Goldman Sachs
35
Goldman Sachs
New York
$114M +$6.66M +30,502 +6%
Capital World Investors
36
Capital World Investors
California
$110M +$110M +504,494 New
American Century Companies
37
American Century Companies
Missouri
$109M -$69.6M -318,775 -39%
Charles Schwab
38
Charles Schwab
California
$105M -$40M -183,131 -28%
Morgan Stanley
39
Morgan Stanley
New York
$99.3M +$11.6M +52,924 +13%
Northern Trust
40
Northern Trust
Illinois
$98.4M -$515K -2,357 -0.5%
AIM
41
Artemis Investment Management
United Kingdom
$96.1M -$18.3M -83,878 -16%
Bank of America
42
Bank of America
North Carolina
$92.1M -$7.71M -35,276 -8%
AII
43
AGF Investments Inc
Ontario, Canada
$90.7M – – –
RJA
44
Raymond James & Associates
Florida
$88.6M +$33.3M +152,438 +60%
JCM
45
Junto Capital Management
New York
$88.4M -$49.7M -227,535 -36%
Millennium Management
46
Millennium Management
New York
$87.3M +$85.8M +392,861 +5,731%
ACM
47
Argent Capital Management
Missouri
$85.9M -$42.8M -195,773 -33%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$80.6M +$66.2M +303,159 +462%
ACH
49
ArrowMark Colorado Holdings
Colorado
$77.9M -$10.2M -46,504 -12%
HF
50
HRT Financial
New York
$69.4M +$68.1M +311,561 +5,298%
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