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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 %
Calamos Advisors
626
Calamos Advisors
Illinois
– -$10.4M -47,692 Closed
BCM
627
BlueMar Capital Management
Florida
– -$9.41M -43,081 Closed
SCM
628
Stamina Capital Management
New York
– -$7.67M -35,125 Closed
LCG
629
Lisanti Capital Growth
New York
– -$7.61M -34,830 Closed
KW
630
KWB Wealth
California
– -$6.22M -28,461 Closed
WHG
631
Westwood Holdings Group
Texas
– -$6M -27,453 Closed
ACM
632
Aquatic Capital Management
Illinois
– -$5.27M -24,100 Closed
AIMCA
633
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$5.27M -24,100 Closed
CAM
634
Congress Asset Management
Massachusetts
– -$3.43M -15,683 Closed
EF
635
Empowered Funds
Pennsylvania
– -$3.09M -14,122 Closed
Nomura Holdings
636
Nomura Holdings
Japan
– -$3.05M -13,952 Closed
NG
637
NWK Group
California
– -$2.75M -12,584 Closed
CM
638
Crestline Management
Texas
– -$2.19M -10,000 Closed
PI
639
PEAK6 Investments
Illinois
– -$2.14M -9,785 Closed
FLC
640
Fifth Lane Capital
Texas
– -$1.98M -9,059 Closed
CWM
641
Congress Wealth Management
Massachusetts
– -$1.85M -8,487 Closed
ACM
642
AlphaCrest Capital Management
New York
– -$862K -3,944 Closed
CCIA
643
Campbell & Co Investment Adviser
Maryland
– -$835K -3,820 Closed
BA
644
Bellwether Advisors
Nebraska
– -$762K -3,492 Closed
WG
645
Winton Group
United Kingdom
– -$717K -3,281 Closed
IAA
646
Independent Advisor Alliance
North Carolina
– -$712K -3,260 Closed
JF
647
JSF Financial
California
– -$597K -2,734 Closed
PCM
648
Prelude Capital Management
New York
– -$555K -2,539 Closed
WWM
649
Western Wealth Management
Colorado
– -$496K -2,265 Closed
MS
650
Maven Securities
Jersey
– -$459K -2,100 Closed
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