LPLA icon

LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
2
WCM Investment Management
California
$518M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$604M
4
Capital World Investors
4
Capital World Investors
California
$110M
5
Millennium Management
5
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$129M
3
SCA
3
Southpoint Capital Advisors
New York
$147M
4
SC
4
Samlyn Capital
New York
$353M
5
Invesco
5
Invesco
Georgia
$364M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$67M 306,590 -56 -0%
Citadel Advisors
52
Citadel Advisors
Florida
$65.9M 301,663 +298,581 +9,688%
EIP
53
Epoch Investment Partners
New York
$63.9M 292,464 -42,854 -13%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$63M 288,273 -59,651 -17%
SEI Investments
55
SEI Investments
Pennsylvania
$60.9M 278,908 -41,429 -13%
Victory Capital Management
56
Victory Capital Management
Texas
$59.5M 272,562 -244,395 -47%
Fidelity International
57
Fidelity International
Bermuda
$59.1M 270,469 -25,065 -8%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$59M 269,997 +38,904 +17%
TD Asset Management
59
TD Asset Management
Ontario, Canada
$58.7M 271,213 -36,926 -12%
Primecap Management
60
Primecap Management
California
$57.5M 263,300 -8,700 -3%
Deutsche Bank
61
Deutsche Bank
Germany
$56.3M 257,829 +131,468 +104%
ACL
62
Azora Capital LP
Florida
$50.9M 227,739 -21,179 -9%
EC
63
Eminence Capital
New York
$50.1M 229,139 +4,242 +2%
UBS AM
64
UBS AM
Illinois
$49.2M 225,128 -16,205 -7%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$49M 224,046 -4,257 -2%
CIBC Asset Management
66
CIBC Asset Management
Ontario, Canada
$45.6M 208,869 -43,313 -17%
EVM
67
Eaton Vance Management
Massachusetts
$45M 205,820 +2,512 +1%
CB
68
Commerce Bank
Missouri
$43M 196,693 -53,435 -21%
CRM
69
Cramer Rosenthal McGlynn
Connecticut
$42.7M 195,230 -19,272 -9%
SFM
70
Soros Fund Management
New York
$40.2M 184,031 -9,800 -5%
CIP
71
Cornerstone Investment Partners
Georgia
$40.2M 183,912 +668 +0.4%
TAM
72
Trillium Asset Management
Massachusetts
$40.1M 183,382 -3,371 -2%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$39.9M 182,703 +24,840 +16%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$39.8M 182,145 -2,794 -2%
ECM
75
Engle Capital Management
Connecticut
$38.7M 177,000 -59,000 -25%
1 2
3
4 5