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LPL Financial

481 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, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 42

94% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $34.1M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $12.3B → $14.3B (+$2B)

13% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 157

11% more funds holding

Funds holding: 434481 (+47)

1.98% more ownership

Funds ownership: 95.82%97.8% (+2%)

Holders
481
Holders Change
+47
Holders Change %
+10.83%
% of All Funds
7.59%
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
157
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
51
TD Asset Management
Ontario, Canada
$54.3M -$12.2M -69,976 -19%
Federated Hermes
52
Federated Hermes
Pennsylvania
$49.4M -$8.13M -46,677 -15%
Primecap Management
53
Primecap Management
California
$47.9M +$12.7M +72,700 +38%
RJA
54
Raymond James & Associates
Florida
$47.6M -$30.3M -174,148 -40%
CB
55
Commerce Bank
Missouri
$43.8M +$41.8M +239,748 New
CRM
56
Cramer Rosenthal McGlynn
Connecticut
$39.5M -$1.66M -9,520 -4%
ACL
57
Azora Capital LP
Florida
$39M +$25.9M +148,677 +230%
ACM
58
Alua Capital Management
New York
$37.5M +$35.7M +205,225 New
FWIA
59
Fort Washington Investment Advisors
Ohio
$37.3M +$772K +4,432 +2%
Morgan Stanley
60
Morgan Stanley
New York
$37.1M +$15.2M +87,399 +76%
IAM
61
Iridian Asset Management
Connecticut
$36.5M -$2.59M -14,896 -7%
TAM
62
Trillium Asset Management
Massachusetts
$36.4M -$4.01M -23,018 -10%
SFM
63
Soros Fund Management
New York
$35.4M -$2.02M -11,600 -6%
Swiss National Bank
64
Swiss National Bank
Switzerland
$34.6M +$2.25M +12,900 +7%
EVM
65
Eaton Vance Management
Massachusetts
$33.9M +$3.15M +18,069 +11%
CIP
66
Cornerstone Investment Partners
Georgia
$33.6M +$31.4M +180,356 +5,442%
SEI Investments
67
SEI Investments
Pennsylvania
$31.8M +$3.44M +19,734 +13%
William Blair Investment Management
68
William Blair Investment Management
Illinois
$31.6M +$8.33M +47,824 +38%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$31.4M +$20.7M +118,958 +225%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$30.6M -$1.38M -7,905 -5%
CPC
71
Cookson Peirce & Co
Pennsylvania
$27.5M +$470K +2,698 +2%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$27M +$3.11M +17,877 +14%
ERSOT
73
Employees Retirement System of Texas
Texas
$26.3M
PPA
74
Parametric Portfolio Associates
Washington
$25.3M +$1.8M +10,343 +8%
First Trust Advisors
75
First Trust Advisors
Illinois
$24.8M -$12M -69,080 -34%