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LPL Financial
LPLA

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 261 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+48
Holders Change %
+8.32%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
195
Reduced
261
Closed
61
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M

Top Buyers

1
BlackRock
BlackRock
New York
$1.36B
2
GQG Partners
GQG Partners
Florida
$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$179M
4
Goldman Sachs
Goldman Sachs
New York
$212M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.64B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
$382M
3
Invesco
Invesco
Georgia
$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$330M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
526
Comerica Securities
Michigan
$121K +$121K +561 New
SOW
527
State of Wyoming
Wyoming
$120K +$120K +553 New
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K +$71.3K +330 +149%
GRP
529
Global Retirement Partners
California
$119K -$29K -134 -20%
EBA
530
Eagle Bay Advisors
New York
$118K -$6.27K -29 -5%
QCG
531
Quadrant Capital Group
Ohio
$111K -$3.24K -15 -3%
FMP
532
Financial Management Professionals
Texas
$110K +$13.4K +62 +14%
ADL
533
Asset Dedication LLC
California
$97K +$97K +449 New
TSWM
534
Tyler-Stone Wealth Management
Ohio
$96K +$5.83K +27 +6%
AF
535
Allworth Financial
California
$88K +$41.5K +192 +89%
GCM
536
Gables Capital Management
Florida
$86.5K – – –
PCM
537
Penserra Capital Management
California
$86K +$4.49K +21 +6%
CTC
538
Central Trust Company
Missouri
$80K -$4.54K -21 -5%
Rockefeller Capital Management
539
Rockefeller Capital Management
New York
$79K -$79.4K -369 -50%
IGWM
540
ICA Group Wealth Management
Colorado
$70K -$314K -1,451 -82%
EI
541
Ellevest Inc
New York
$66.6K +$18.4K +85 +38%
AA
542
Alta Advisers
United Kingdom
$65K – – –
C
543
Covestor
United Kingdom
$62K -$8.18K -38 -12%
CAL
544
Capital Analysts LLC
Pennsylvania
$53K -$17K -79 -24%
AssetMark Inc
545
AssetMark Inc
California
$47.3K +$216 +1 +0.5%
SSB
546
Sandy Spring Bank
Maryland
$43.2K -$3.89K -18 -8%
BEI
547
Benjamin Edwards Inc
Missouri
$42K -$6.71K -31 -14%
MCC
548
Money Concepts Capital
Florida
$41.9K -$33.1K -153 -44%
Group One Trading
549
Group One Trading
Illinois
$39.3K +$39.3K +182 New
JGIA
550
Jackson Grant Investment Advisers
Connecticut
$39.1K – – –
20 21
22
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