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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 %
YIH
501
Y-Intercept (HK)
Hong Kong
– -$375K -2,343 Closed
AA
502
ACT Advisors
North Carolina
– -$320K -2,000 Closed
MWM
503
Modera Wealth Management
New Jersey
– -$311K -1,944 Closed
XT
504
XTX Topco
Cayman Islands
– -$277K -1,730 Closed
NA
505
NewEdge Advisors
Louisiana
– -$272K -1,698 Closed
BFM
506
Boothbay Fund Management
New York
– -$271K -1,694 Closed
AWM
507
Apollon Wealth Management
South Carolina
– -$267K -1,669 Closed
Thrivent Financial for Lutherans
508
Thrivent Financial for Lutherans
Minnesota
– -$256K -1,600 Closed
QIM
509
Quantitative Investment Management
Virginia
– -$234K -1,464 Closed
Schroder Investment Management Group
510
Schroder Investment Management Group
United Kingdom
– -$156K -976 Closed
Walleye Trading
511
Walleye Trading
New York
– -$149K -931 Closed
TWP
512
TFO Wealth Partners
Ohio
– -$44K -281 Closed
FAM
513
Fred Alger Management
New York
– -$26K -161 Closed
WTA
514
Washington Trust Advisors
Massachusetts
– -$11K -67 Closed
TCWM
515
Total Clarity Wealth Management
Illinois
– -$8K -50 Closed
SFO
516
Standard Family Office
South Dakota
– -$6K -37 Closed
WFS
517
Widmann Financial Services
Maryland
– -$4K -31 Closed
DWA
518
Delos Wealth Advisors
Texas
– -$2K -12 Closed
WIM
519
Westside Investment Management
California
– -$1 -12 Closed
LWA
520
Lenox Wealth Advisors
New York
– -$1K -7 Closed
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