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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 %
MFS
551
Mirabella Financial Services
United Kingdom
– -$865K -4,735 Closed
BC
552
Brookfield Corp
Ontario, Canada
– -$862K -4,717 Closed
Group One Trading
553
Group One Trading
Illinois
– -$800K -4,378 Closed
CCM
554
CTC Capital Management
Illinois
– -$731K -4,000 Closed
VI
555
Versor Investments
New York
– -$696K -3,811 Closed
GTCM
556
Gyon Technologies Capital Management
New Jersey
– -$671K -3,675 Closed
OSIA
557
O'Shares Investment Advisers
Massachusetts
– -$650K -3,560 Closed
SG
558
Stonnington Group
California
– -$601K -3,000 Closed
EP
559
Edgestream Partners
New Jersey
– -$392K -2,145 Closed
JSL
560
JT Stratford LLC
Georgia
– -$308K -1,684 Closed
OWA
561
One Wealth Advisors
California
– -$303K -1,660 Closed
Fayez Sarofim & Co
562
Fayez Sarofim & Co
Texas
– -$292K -1,600 Closed
WCM
563
Wedge Capital Management
North Carolina
– -$287K -1,570 Closed
UFF
564
USA Financial Formulas
Michigan
– -$233K -1,278 Closed
IRF
565
IBM Retirement Fund
New York
– -$230K -1,258 Closed
BCM
566
Brookstone Capital Management
Illinois
– -$244K -1,216 Closed
FA
567
Fermata Advisors
California
– -$216K -1,179 Closed
GIA
568
Gladstone Institutional Advisory
Florida
– -$214K -1,172 Closed
GLLW
569
Graves Light Lenhart Wealth
Virginia
– -$123K -674 Closed
Koshinski Asset Management
570
Koshinski Asset Management
Illinois
– -$93.5K -512 Closed
CMF
571
Counterpoint Mutual Funds
California
– -$90K -495 Closed
Acadian Asset Management
572
Acadian Asset Management
Massachusetts
– -$58K -327 Closed
FGAM
573
Financial Gravity Asset Management
Texas
– -$4 -183 Closed
CT
574
Cambridge Trust
Massachusetts
– -$12K -63 Closed
T
575
TCWP
Ohio
– -$11K -63 Closed
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