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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 %
PPA
76
Parametric Portfolio Associates
Washington
$20.6M 128,411 -9,121 -7%
William Blair Investment Management
77
William Blair Investment Management
Illinois
$20M 125,004 +2,304 +2%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$19.1M 119,080 +4,553 +4%
Morgan Stanley
79
Morgan Stanley
New York
$18.5M 115,745 +23,108 +25%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$17.9M 111,942 -23,311 -17%
Marshall Wace
81
Marshall Wace
United Kingdom
$17.7M 110,674 +95,653 +637%
Stifel Financial
82
Stifel Financial
Missouri
$17.2M 107,606 +6,266 +6%
BCM
83
BlueMar Capital Management
Florida
$16.3M 102,010 +1,660 +2%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$16.2M 101,049 -97,292 -49%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$15.9M 99,127 -123 -0.1%
PI
86
PineBridge Investments
New York
$15.4M 96,474 -1,986 -2%
ECM
87
ExodusPoint Capital Management
New York
$14.3M 89,590 -12,052 -12%
Nordea Investment Management
88
Nordea Investment Management
Sweden
$14.3M 88,349 -476 -0.5%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$14.2M 88,791 -30,660 -26%
Legal & General Group
90
Legal & General Group
United Kingdom
$13.4M 83,519 +7,722 +10%
CS
91
Credit Suisse
Switzerland
$13.3M 83,194 -2,719 -3%
Comerica Bank
92
Comerica Bank
Texas
$12.3M 77,094 +963 +1%
Assenagon Asset Management
93
Assenagon Asset Management
Luxembourg
$12.2M 76,369 -96,635 -56%
Calamos Advisors
94
Calamos Advisors
Illinois
$12.2M 76,200 -15,618 -17%
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$12.1M 75,537 +2,126 +3%
Ameriprise
96
Ameriprise
Minnesota
$11.8M 73,924 +16,630 +29%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$11.2M 70,160 +70,160 New
LPL Financial
98
LPL Financial
California
$11.1M 69,397 +3,594 +5%
VWM
99
Venturi Wealth Management
Texas
$10.9M 67,806 -404 -0.6%
Alyeska Investment Group
100
Alyeska Investment Group
Illinois
$10.8M 67,390 +67,390 New
2 3
4
5 6