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LPL Financial
LPLA

Overview Fund Activity

432 hedge funds and large institutions have $12.3B invested in LPL Financial in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 53 closing their positions.

Holders
432
Holders Change
+14
Holders Change %
+3.35%
% of All Funds
6.67%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
75
Increased
151
Reduced
155
Closed
53
Calls
$10.8M
Puts
$8.68M
Net Calls
+$2.1M
Net Calls Change
-$914K

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$313M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$212M
3
DPCM
3
Darlington Partners Capital Management
California
$148M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$111M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$532M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$74M
2
HVCM
2
HG Vora Capital Management
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.44M
4
SC
4
Samlyn Capital
New York
$356M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$42.6M 265,897 +13,503 +5%
LP
52
LMR Partners
United Kingdom
$40.3M 251,661 +64,419 +34%
Macquarie Group
53
Macquarie Group
Australia
$36.7M 229,144 +27,168 +13%
CRM
54
Cramer Rosenthal McGlynn
Connecticut
$36.1M 225,706 +56,937 +34%
TAM
55
Trillium Asset Management
Massachusetts
$35.6M 222,414 +9,277 +4%
IAM
56
Iridian Asset Management
Connecticut
$34.4M 214,603 -268,046 -56%
Point72 Asset Management
57
Point72 Asset Management
Connecticut
$33.8M 211,300 -306,979 -59%
GL
58
Governors Lane
New York
$33.3M 207,900 +207,900 New
SFM
59
Soros Fund Management
New York
$32.9M 205,431 – –
First Trust Advisors
60
First Trust Advisors
Illinois
$32.8M 204,592 +159,847 +357%
FWIA
61
Fort Washington Investment Advisors
Ohio
$32M 199,692 +1,941 +1%
Primecap Management
62
Primecap Management
California
$30.3M 189,300 -14,700 -7%
Swiss National Bank
63
Swiss National Bank
Switzerland
$28.3M 176,600 – –
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$28.1M 175,440 -5,971 -3%
EVM
65
Eaton Vance Management
Massachusetts
$26.8M 167,659 -29,291 -15%
Man Group
66
Man Group
United Kingdom
$24.8M 154,725 +9,036 +6%
Boston Partners
67
Boston Partners
Massachusetts
$24.6M 153,743 -2,933 -2%
SEI Investments
68
SEI Investments
Pennsylvania
$24.6M 153,800 -7,707 -5%
CPC
69
Cookson Peirce & Co
Pennsylvania
$23.7M 147,938 +1,461 +1%
ERSOT
70
Employees Retirement System of Texas
Texas
$23.1M 143,988 – –
RP
71
Reinhart Partners
Wisconsin
$22.1M 138,314 -84,995 -38%
CIM
72
Chiron Investment Management
New York
$21.8M 136,433 -61,726 -31%
TIM
73
Thornburg Investment Management
New Mexico
$21.4M 133,932 -42,602 -24%
Allianz Asset Management
74
Allianz Asset Management
Germany
$20.9M 130,619 -40,784 -24%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$20.8M 130,133 +6,449 +5%
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3
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