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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.

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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$129M
3
SCA
Southpoint Capital Advisors
New York
$147M
4
SC
Samlyn Capital
New York
$353M
5
Invesco
Invesco
Georgia
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
476
TS Financial Group (TSFG)
Illinois
$187K +$218 +1 +0.1%
GRP
477
Global Retirement Partners
California
$175K -$19.2K -75 -10%
O
478
Ossiam
France
$167K +$167K +763 New
SG Americas Securities
479
SG Americas Securities
New York
$162K -$4.23M -19,390 -96%
Rockefeller Capital Management
480
Rockefeller Capital Management
New York
$160K -$13.3K -61 -8%
TFA
481
Toth Financial Advisory
Virginia
$146K +$1.32K +6 +0.9%
QC
482
Quent Capital
New York
$145K – – –
UCB
483
United Community Bank
South Carolina
$143K – – –
HFM
484
Harvest Fund Management
China
$142K – – –
IA
485
IFP Advisors
Florida
$142K +$47.4K +532 +50%
EBA
486
Eagle Bay Advisors
New York
$126K -$47.2K -216 -27%
SPIA
487
Steward Partners Investment Advisory
New York
$118K -$25.3K -116 -18%
WFA
488
Wipfli Financial Advisors
Wisconsin
$116K +$116K +530 New
QCG
489
Quadrant Capital Group
Ohio
$115K -$14.8K -68 -11%
FHA
490
First Horizon Advisors
Tennessee
$113K -$15.4K -71 -12%
SWM
491
Selective Wealth Management
Virginia
$109K +$109K +500 New
CMF
492
Counterpoint Mutual Funds
California
$109K +$109K +500 New
FMP
493
Financial Management Professionals
Texas
$97K +$97K +446 New
TSWM
494
Tyler-Stone Wealth Management
Ohio
$91K +$2.83K +13 +3%
GCM
495
Gables Capital Management
Florida
$87K – – –
CTC
496
Central Trust Company
Missouri
$85K – – –
T
497
TOBAM
France
$84K – – –
PCM
498
Penserra Capital Management
California
$83K +$1.74K +8 +2%
MCC
499
Money Concepts Capital
Florida
$76K +$36.1K +165 +91%
CAL
500
Capital Analysts LLC
Pennsylvania
$71K -$15.9K -73 -18%
18 19
20
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