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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.

New
Increased
Maintained
Reduced
Closed
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 %
WT
476
Whittier Trust
California
$1K +$1K +8 New
Macquarie Group
477
Macquarie Group
Australia
$451 -$41.4K -226,674 -99%
FGAM
478
Financial Gravity Asset Management
Texas
$4 +$1 +23 +14%
CIM
479
Chiron Investment Management
New York
– -$21.8M -136,433 Closed
Marshall Wace
480
Marshall Wace
United Kingdom
– -$17.7M -110,674 Closed
Alyeska Investment Group
481
Alyeska Investment Group
Illinois
– -$10.8M -67,390 Closed
CCM
482
Cinctive Capital Management
New York
– -$7.47M -46,630 Closed
CA
483
Capitolis Advisors
New York
– -$6.29M -39,262 Closed
Los Angeles Capital Management
484
Los Angeles Capital Management
California
– -$2.32M -14,484 Closed
LCM
485
Laurion Capital Management
New York
– -$2.18M -13,594 Closed
KM
486
Kalos Management
Georgia
– -$2.14M -12,791 Closed
GC
487
Gillson Capital
Illinois
– -$2.01M -12,544 Closed
DTL
488
Dynamic Technology Lab
Singapore
– -$1.68M -10,510 Closed
AIMCA
489
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.6M -10,000 Closed
ESCM
490
Echo Street Capital Management
New York
– -$966K -6,032 Closed
PP
491
Paloma Partners
Connecticut
– -$923K -5,767 Closed
MLICM
492
Metropolitan Life Insurance Company (MetLife)
New York
– -$848K -5,296 Closed
Squarepoint
493
Squarepoint
New York
– -$826K -5,159 Closed
EGM
494
Engineers Gate Manager
New York
– -$667K -4,165 Closed
OTL
495
Oak Thistle LLC
New York
– -$637K -3,980 Closed
SFI
496
Susquehanna Fundamental Investments
Pennsylvania
– -$634K -3,960 Closed
PRC
497
Pearl River Capital
Michigan
– -$570K -3,558 Closed
BCM
498
Brasada Capital Management
Texas
– -$480K -3,000 Closed
VF
499
Virtu Financial
New York
– -$431K -2,695 Closed
Brown Advisory
500
Brown Advisory
Maryland
– -$390K -2,436 Closed
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