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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 %
C
501
Covestor
United Kingdom
$71K -$10K -46 -12%
AA
502
Alta Advisers
United Kingdom
$66K +$66K +300 New
ST
503
Smithfield Trust
Pennsylvania
$65K -$80.2K -370 -55%
EI
504
Ellevest Inc
New York
$49K -$44.6K -203 -48%
BEI
505
Benjamin Edwards Inc
Missouri
$49K +$8.93K +41 +22%
FDCDDQ
506
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.5K -$76.5K -350 -61%
SSB
507
Sandy Spring Bank
Maryland
$48K -$18.1K -82 -27%
AssetMark Inc
508
AssetMark Inc
California
$48K +$2.86K +13 +6%
AF
509
Allworth Financial
California
$47K -$13.3K -61 -22%
WTC
510
WhitTier Trust Company
Nevada
$44K +$2.82K +13 +7%
FAM
511
Fred Alger Management
New York
$44K +$44K +200 New
JGIA
512
Jackson Grant Investment Advisers
Connecticut
$40K – – –
WWM
513
Wolff Wiese Magana
California
$34K +$219 +1 +0.6%
PTC
514
Private Trust Company
Ohio
$33K +$8.8K +40 +36%
JFGIW
515
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K +$15.5K +71 +100%
CCM
516
Covington Capital Management
California
$29K – – –
AWMS
517
Advocacy Wealth Management Services
Georgia
$25K – – –
RTC
518
Riverview Trust Company
Washington
$25K – – –
HNB
519
Huntington National Bank
Ohio
$24K – – –
PCH
520
Polar Capital Holdings
United Kingdom
$18.3K -$7.99K -36,589 -30%
JWA
521
JFS Wealth Advisors
Pennsylvania
$18K -$1.33K -6 -7%
CA
522
Clearstead Advisors
Ohio
$18K – – –
IWP
523
IAG Wealth Partners
Wisconsin
$18K – – –
PMFA
524
Plante Moran Financial Advisors
Michigan
$16K – – –
CYG
525
Clean Yield Group
Vermont
$16K +$2.56K +12 +19%
19 20
21
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