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LPL Financial
LPLA

Overview Fund Activity

479 hedge funds and large institutions have $14.3B invested in LPL Financial in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 178 increasing their positions, 155 reducing their positions, and 42 closing their positions.

Holders
479
Holders Change
+47
Holders Change %
+10.88%
% of All Funds
7.58%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
91
Increased
178
Reduced
155
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$334M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$146M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$117M
4
Fidelity International
4
Fidelity International
Bermuda
$60.4M
5
Invesco
5
Invesco
Georgia
$432M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
3
Millennium Management
New York
$13.9M
4
American Century Companies
4
American Century Companies
Missouri
$163M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$54.3M -$12.8M -69,976 -19%
Federated Hermes
52
Federated Hermes
Pennsylvania
$49.4M -$8.53M -46,677 -15%
Primecap Management
53
Primecap Management
California
$47.9M +$13.3M +72,700 +38%
RJA
54
Raymond James & Associates
Florida
$47.6M -$31.8M -174,148 -40%
CB
55
Commerce Bank
Missouri
$43.8M +$43.8M +239,748 New
CRM
56
Cramer Rosenthal McGlynn
Connecticut
$39.5M -$1.74M -9,520 -4%
ACL
57
Azora Capital LP
Florida
$39M +$27.2M +148,677 +230%
ACM
58
Alua Capital Management
New York
$37.5M +$37.5M +205,225 New
FWIA
59
Fort Washington Investment Advisors
Ohio
$37.3M +$810K +4,432 +2%
Morgan Stanley
60
Morgan Stanley
New York
$37.1M +$16M +87,399 +76%
IAM
61
Iridian Asset Management
Connecticut
$36.5M -$2.72M -14,896 -7%
TAM
62
Trillium Asset Management
Massachusetts
$36.4M -$4.2M -23,018 -10%
SFM
63
Soros Fund Management
New York
$35.4M -$2.12M -11,600 -6%
Swiss National Bank
64
Swiss National Bank
Switzerland
$34.6M +$2.36M +12,900 +7%
EVM
65
Eaton Vance Management
Massachusetts
$33.9M +$3.3M +18,069 +11%
CIP
66
Cornerstone Investment Partners
Georgia
$33.6M +$32.9M +180,356 +5,442%
SEI Investments
67
SEI Investments
Pennsylvania
$31.8M +$3.61M +19,734 +13%
William Blair Investment Management
68
William Blair Investment Management
Illinois
$31.6M +$8.74M +47,824 +38%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$31.4M +$21.7M +118,958 +225%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$30.6M -$1.44M -7,905 -5%
CPC
71
Cookson Peirce & Co
Pennsylvania
$27.5M +$493K +2,698 +2%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$27M +$3.27M +17,877 +14%
ERSOT
73
Employees Retirement System of Texas
Texas
$26.3M – – –
PPA
74
Parametric Portfolio Associates
Washington
$25.3M +$1.89M +10,343 +8%
First Trust Advisors
75
First Trust Advisors
Illinois
$24.8M -$12.6M -69,080 -34%
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