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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
VF
501
Virtu Financial
New York
-$431K -2,695 Closed
Brown Advisory
502
Brown Advisory
Maryland
-$390K -2,436 Closed
YIH
503
Y-Intercept (HK)
Hong Kong
-$375K -2,343 Closed
AA
504
ACT Advisors
North Carolina
-$320K -2,000 Closed
MWM
505
Modera Wealth Management
New Jersey
-$311K -1,944 Closed
XT
506
XTX Topco
Cayman Islands
-$277K -1,730 Closed
NA
507
NewEdge Advisors
Louisiana
-$272K -1,698 Closed
BFM
508
Boothbay Fund Management
New York
-$271K -1,694 Closed
AWM
509
Apollon Wealth Management
South Carolina
-$267K -1,669 Closed
Thrivent Financial for Lutherans
510
Thrivent Financial for Lutherans
Minnesota
-$256K -1,600 Closed
QIM
511
Quantitative Investment Management
Virginia
-$234K -1,464 Closed
Schroder Investment Management Group
512
Schroder Investment Management Group
United Kingdom
-$156K -976 Closed
Walleye Trading
513
Walleye Trading
New York
-$162K -931 Closed
TWP
514
TFO Wealth Partners
Ohio
-$44K -281 Closed
FAM
515
Fred Alger Management
New York
-$26K -161 Closed
WTA
516
Washington Trust Advisors
Massachusetts
-$11K -67 Closed
TCWM
517
Total Clarity Wealth Management
Illinois
-$8K -50 Closed
SFO
518
Standard Family Office
South Dakota
-$6K -37 Closed
WFS
519
Widmann Financial Services
Maryland
-$4K -31 Closed
DWA
520
Delos Wealth Advisors
Texas
-$2K -12 Closed
WIM
521
Westside Investment Management
California
-$1 -12 Closed
LWA
522
Lenox Wealth Advisors
New York
-$1K -7 Closed
CAL
523
Capital Advisors Ltd
Ohio
+$348 +2 New