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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WWM
476
Wolff Wiese Magana
California
$28K -$545 -3 -2%
AIM
477
Achmea Investment Management
Netherlands
$27K +$27K +146 New
CCM
478
Covington Capital Management
California
$25K – – –
SWM
479
Spire Wealth Management
Virginia
$23K – – –
PCH
480
Polar Capital Holdings
United Kingdom
$22.2K -$1.77K -9,596 -7%
RTC
481
Riverview Trust Company
Washington
$21K – – –
HNB
482
Huntington National Bank
Ohio
$20K -$5.74K -31 -22%
PTC
483
Private Trust Company
Ohio
$20K +$20K +110 New
AWMS
484
Advocacy Wealth Management Services
Georgia
$19K – – –
MCM
485
Manchester Capital Management
Vermont
$17K – – –
JWA
486
JFS Wealth Advisors
Pennsylvania
$16K +$5.89K +32 +58%
IWP
487
IAG Wealth Partners
Wisconsin
$15K – – –
CA
488
Clearstead Advisors
Ohio
$15K +$15K +83 New
PMFA
489
Plante Moran Financial Advisors
Michigan
$14K – – –
SOW
490
State of Wyoming
Wyoming
$14K +$14K +76 New
JFGIW
491
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K – – –
CYG
492
Clean Yield Group
Vermont
$12K – – –
TWA
493
TCI Wealth Advisors
Arizona
$12K +$8K +42 +200%
TWC
494
TD Waterhouse Canada
Ontario, Canada
$11.2K +$11.2K +59 New
NL
495
NVWM LLC
Pennsylvania
$10K – – –
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$9K -$2.2K -12 -20%
AF
497
Advisornet Financial
Minnesota
$9K +$8.08K +44 +880%
HPC
498
HM Payson & Co
Maine
$9K +$9K +50 New
BIA
499
Bell Investment Advisors
California
$8K +$8K +46 New
SC
500
Schubert & Co
Texas
$7K +$3.5K +19 +100%
18 19
20
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