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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.

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
1
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
2
WCM Investment Management
California
$518M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$604M
4
Capital World Investors
4
Capital World Investors
California
$110M
5
Millennium Management
5
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$129M
3
SCA
3
Southpoint Capital Advisors
New York
$147M
4
SC
4
Samlyn Capital
New York
$353M
5
Invesco
5
Invesco
Georgia
$364M
Name Market Value Shares Shares
Change 		Shares
Change %
ETC
601
Exchange Traded Concepts
Oklahoma
– – -2,623 Closed
NIMI
602
Natixis Investment Managers International
France
– – -1,590 Closed
EWA
603
EP Wealth Advisors
California
– – -1,197 Closed
BAM
604
Blueshift Asset Management
New Jersey
– – -1,163 Closed
VVP
605
Venture Visionary Partners
Ohio
– – -619 Closed
CA
606
CoreCap Advisors
Michigan
– – -295 Closed
RCG
607
Rock Creek Group
District of Columbia
– – -286 Closed
1IA
608
1834 Investment Advisors
Wisconsin
– – -186 Closed
BMD
609
Better Money Decisions
New Mexico
– – -179 Closed
SFG
610
Steward Financial Group
Texas
– – -175 Closed
MCM
611
Manchester Capital Management
Vermont
– – -94 Closed
SOW
612
State of Wyoming
Wyoming
– – -76 Closed
FMII
613
Farmers & Merchants Investments Inc
Nebraska
– – -49 Closed
HWA
614
HHM Wealth Advisors
Tennessee
– – -32 Closed
CWP
615
Concord Wealth Partners
Virginia
– – -24 Closed
HT
616
HAP Trading
New York
– – – –
IP
617
Interval Partners
New York
– – – –
CM
618
Caption Management
Oklahoma
– – – –
Group One Trading
619
Group One Trading
Illinois
– – – –
CAM
620
CenterStar Asset Management
Illinois
– – – –
EAM
621
Erste Asset Management
Austria
– – – –
LFG
622
Larson Financial Group
Missouri
$0 1 +1 New
21 22 23 24
25