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LPL Financial
LPLA

Overview Fund Activity

529 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 50 closing their positions.

Holders
529
Holders Change
+50
Holders Change %
+10.44%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
108
Increased
189
Reduced
174
Closed
50
Calls
$27.8M
Puts
$93.7M
Net Calls
-$65.9M
Net Calls Change
-$98.1M

Top Buyers

1
LPC
1
Lone Pine Capital
Connecticut
$422M
2
WCM Investment Management
2
WCM Investment Management
California
$286M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$367M
4
BlackRock
4
BlackRock
New York
$830M
5
JSP
5
Jackson Square Partners
California
$125M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$575M
3
LP
3
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$210M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$56.6M 306,646 +220,806 +257%
Fidelity International
52
Fidelity International
Bermuda
$54.5M 295,534 -35,085 -11%
Primecap Management
53
Primecap Management
California
$50.2M 272,000 +10,000 +4%
RJA
54
Raymond James & Associates
Florida
$46.7M 253,252 -7,098 -3%
CIBC Asset Management
55
CIBC Asset Management
Ontario, Canada
$46.5M 252,182 -49,039 -16%
CB
56
Commerce Bank
Missouri
$46.1M 250,128 +10,380 +4%
ACL
57
Azora Capital LP
Florida
$45.9M 248,918 +35,617 +17%
UBS AM
58
UBS AM
Illinois
$44.5M 241,333 -93,436 -28%
ECM
59
Engle Capital Management
Connecticut
$43.5M 236,000 -134,000 -36%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$42.6M 231,093 +83,083 +56%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$42.1M 228,303 +222,983 +4,191%
EC
62
Eminence Capital
New York
$41.5M 224,897 +224,897 New
CRM
63
Cramer Rosenthal McGlynn
Connecticut
$39.6M 214,502 -1,684 -0.8%
FWIA
64
Fort Washington Investment Advisors
Ohio
$37.7M 204,124 – –
EVM
65
Eaton Vance Management
Massachusetts
$37.5M 203,308 +17,580 +9%
MC
66
Maverick Capital
Texas
$37.1M 201,371 -183,696 -48%
SFM
67
Soros Fund Management
New York
$35.8M 193,831 – –
TAM
68
Trillium Asset Management
Massachusetts
$34.8M 186,753 -12,643 -6%
IAM
69
Iridian Asset Management
Connecticut
$34.3M 185,922 -13,785 -7%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$34.1M 184,939 +58,712 +47%
CIP
71
Cornerstone Investment Partners
Georgia
$33.8M 183,244 -426 -0.2%
CPC
72
Cookson Peirce & Co
Pennsylvania
$29.5M 159,686 +9,050 +6%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$29.1M 157,863 -9,672 -6%
GL
74
Governors Lane
New York
$26.4M 143,200 +55,900 +64%
Stifel Financial
75
Stifel Financial
Missouri
$26.4M 143,176 +23,781 +20%
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