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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 %
MAM
526
Meeder Asset Management
Ohio
$1K -$3K -24 -75%
IFAM
527
Institutional & Family Asset Management
Colorado
$1K -$500 -3 -33%
SIS
528
Sound Income Strategies
Florida
$1K – – –
WT
529
Whittier Trust
California
$1K – – –
HT
530
HighTower Trust
Texas
$340 +$340 +3,936 New
ACM
531
Alua Capital Management
New York
– -$37.5M -205,225 Closed
Swiss National Bank
532
Swiss National Bank
Switzerland
– -$34.6M -189,500 Closed
ECM
533
ExodusPoint Capital Management
New York
– -$21.9M -119,974 Closed
TAM
534
Toscafund Asset Management
United Kingdom
– -$21.8M -116,526 Closed
BGDI
535
BW Gestao de Investimentos
Brazil
– -$11.6M -63,421 Closed
SSA
536
Schonfeld Strategic Advisors
New York
– -$5.89M -32,237 Closed
Qube Research & Technologies (QRT)
537
Qube Research & Technologies (QRT)
United Kingdom
– -$5.75M -31,486 Closed
CCM
538
Callodine Capital Management
Massachusetts
– -$4.57M -25,000 Closed
PI
539
Putnam Investments
Massachusetts
– -$3.7M -20,268 Closed
JG
540
Jefferies Group
New York
– -$3.65M -20,000 Closed
AG
541
Algert Global
California
– -$3.36M -18,364 Closed
FPAS
542
Focus Partners Advisor Solutions
Missouri
– -$3.25M -17,809 Closed
SM
543
Sciencast Management
New Jersey
– -$1.78M -9,659 Closed
FZCM
544
Flynn Zito Capital Management
New York
– -$1.63M -8,912 Closed
PHK
545
Point72 Hong Kong
Hong Kong
– -$1.55M -8,479 Closed
FFA
546
Freedman Financial Associates
Massachusetts
– -$1.47M -7,962 Closed
OMC
547
Old Mission Capital
Illinois
– -$1.17M -6,398 Closed
SRC
548
Samson Rock Capital
United Kingdom
– -$1.15M -6,277 Closed
TCM
549
Tributary Capital Management
Nebraska
– -$1.04M -5,700 Closed
AI
550
AdvisorShares Investments
Maryland
– -$921K -5,043 Closed
20 21
22
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