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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 %
MGIM
576
M&G Investment Management
United Kingdom
$270 +$270 +1,238 New
MC
577
Maverick Capital
Texas
– -$37.1M -201,371 Closed
Hudson Bay Capital Management
578
Hudson Bay Capital Management
Connecticut
– -$7.38M -40,000 Closed
DCP
579
Distillate Capital Partners
Illinois
– -$6.24M -33,826 Closed
VIA
580
Vident Investment Advisory
Georgia
– -$6.24M -33,822 Closed
Rafferty Asset Management
581
Rafferty Asset Management
New York
– -$4.67M -25,285 Closed
Renaissance Technologies
582
Renaissance Technologies
New York
– -$4.46M -24,200 Closed
Capital Fund Management (CFM)
583
Capital Fund Management (CFM)
France
– -$3.52M -19,103 Closed
Impax Asset Management Group
584
Impax Asset Management Group
United Kingdom
– -$2.44M -13,245 Closed
GC
585
Gillson Capital
Illinois
– -$2.01M -10,890 Closed
Point72 Asset Management
586
Point72 Asset Management
Connecticut
– -$1.99M -10,800 Closed
Parallax Volatility Advisers
587
Parallax Volatility Advisers
California
– -$1.97M -10,653 Closed
Tudor Investment Corp
588
Tudor Investment Corp
Connecticut
– -$1.67M -9,034 Closed
SW
589
SVB Wealth
Massachusetts
– -$1.16M -6,303 Closed
CWM
590
Cordatus Wealth Management
Pennsylvania
– -$1.13M -6,123 Closed
MSRPS
591
Maryland State Retirement & Pension System
Maryland
– -$1.11M -6,006 Closed
Walleye Trading
592
Walleye Trading
New York
– -$973K -5,276 Closed
CCM
593
Cinctive Capital Management
New York
– -$890K -4,824 Closed
HT
594
HighTower Trust
Texas
– -$340 -3,936 Closed
AA
595
ALPS Advisors
Colorado
– -$692K -3,750 Closed
Twin Tree Management
596
Twin Tree Management
Texas
– -$649K -3,516 Closed
BCM
597
Brasada Capital Management
Texas
– -$646K -3,500 Closed
WB
598
WesBanco Bank
West Virginia
– -$631K -3,419 Closed
Wolverine Trading
599
Wolverine Trading
Illinois
– -$635K -3,406 Closed
JF
600
Jump Financial
Illinois
– -$538K -2,917 Closed
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