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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 %
ZCA
651
Zeke Capital Advisors
Pennsylvania
– -$427K -1,954 Closed
VF
652
Virtu Financial
New York
– -$417K -1,911 Closed
QT
653
Quantamental Technologies
New York
– -$326K -1,493 Closed
CG
654
Caprock Group
Idaho
– -$325K -1,489 Closed
PCM
655
Presidio Capital Management
California
– -$262K -1,198 Closed
PMAM
656
Picton Mahoney Asset Management
Ontario, Canada
– -$256K -1,175 Closed
BCM
657
Brookstone Capital Management
Illinois
– -$254K -1,056 Closed
MA
658
MJP Associates
Connecticut
– -$221K -1,010 Closed
E
659
Ergoteles
New York
– -$217K -993 Closed
KPWS
660
Kestra Private Wealth Services
Texas
– -$216K -989 Closed
GC
661
Guggenheim Capital
Illinois
– -$209K -956 Closed
GIA
662
Gladstone Institutional Advisory
Florida
– -$208K -953 Closed
ZIM
663
Zacks Investment Management
Illinois
– -$203K -930 Closed
Koshinski Asset Management
664
Koshinski Asset Management
Illinois
– -$203K -929 Closed
CCA
665
Checchi Capital Advisers
California
– -$203K -929 Closed
SG Americas Securities
666
SG Americas Securities
New York
– -$162K -742 Closed
CMF
667
Counterpoint Mutual Funds
California
– -$109K -500 Closed
SWM
668
Selective Wealth Management
Virginia
– -$109K -500 Closed
AWMS
669
Advocacy Wealth Management Services
Georgia
– -$25K -103 Closed
WOC
670
West Oak Capital
California
– -$16K -75 Closed
BWL
671
Bogart Wealth LLC
Virginia
– -$12K -57 Closed
HPC
672
HM Payson & Co
Maine
– -$11K -50 Closed
TCOV
673
Trust Company of Vermont
Vermont
– -$7K -33 Closed
AIP
674
Almanack Investment Partners
Pennsylvania
– -$6K -28 Closed
CA
675
Crewe Advisors
Utah
– -$5K -25 Closed
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