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LPL Financial

481 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, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 42

94% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $34.1M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $12.3B → $14.3B (+$2B)

13% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 157

11% more funds holding

Funds holding: 434481 (+47)

1.98% more ownership

Funds ownership: 95.82%97.8% (+2%)

Holders
481
Holders Change
+47
Holders Change %
+10.83%
% of All Funds
7.59%
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
157
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
476
Parkside Financial Bank & Trust
Missouri
$1K +$522 +3 New
SIC
477
SJS Investment Consulting
Ohio
$1K +$522 +3 New
WT
478
Whittier Trust
California
$1K +$1.39K +8 New
Macquarie Group
479
Macquarie Group
Australia
$451 -$39.5M -226,674 -99%
FGAM
480
Financial Gravity Asset Management
Texas
$4 +$4K +23 +14%
CIM
481
Chiron Investment Management
New York
-$21.8M -136,433 Closed
Marshall Wace
482
Marshall Wace
United Kingdom
-$17.7M -110,674 Closed
Alyeska Investment Group
483
Alyeska Investment Group
Illinois
-$10.8M -67,390 Closed
CCM
484
Cinctive Capital Management
New York
-$7.46M -46,630 Closed
CA
485
Capitolis Advisors
New York
-$6.29M -39,262 Closed
Los Angeles Capital Management
486
Los Angeles Capital Management
California
-$2.32M -14,484 Closed
LCM
487
Laurion Capital Management
New York
-$2.18M -13,594 Closed
KM
488
Kalos Management
Georgia
-$2.14M -12,791 Closed
GC
489
Gillson Capital
Illinois
-$2.01M -12,544 Closed
DTL
490
Dynamic Technology Lab
Singapore
-$1.68M -10,510 Closed
AIMCA
491
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.6M -10,000 Closed
ESCM
492
Echo Street Capital Management
New York
-$966K -6,032 Closed
PP
493
Paloma Partners
Connecticut
-$923K -5,767 Closed
MLICM
494
Metropolitan Life Insurance Company (MetLife)
New York
-$848K -5,296 Closed
Squarepoint
495
Squarepoint
New York
-$826K -5,159 Closed
EGM
496
Engineers Gate Manager
New York
-$667K -4,165 Closed
OTL
497
Oak Thistle LLC
New York
-$637K -3,980 Closed
SFI
498
Susquehanna Fundamental Investments
Pennsylvania
-$634K -3,960 Closed
PRC
499
Pearl River Capital
Michigan
-$570K -3,558 Closed
BCM
500
Brasada Capital Management
Texas
-$480K -3,000 Closed