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LPL Financial

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
Name Holding Trade Value Shares
Change
Shares
Change %
LTI
576
Laffer Tengler Investments
Tennessee
-$5.66K -31 Closed
CI
577
Cordant Inc
Oregon
-$5K -29 Closed
PCA
578
Providence Capital Advisors
North Carolina
-$2K -13 Closed