LPLA icon

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 %
RP
76
Reinhart Partners
Wisconsin
$23.8M -$1.44M -7,873 -6%
TIM
77
Thornburg Investment Management
New Mexico
$23.8M -$685K -3,749 -3%
Boston Partners
78
Boston Partners
Massachusetts
$23.2M -$4.86M -26,610 -17%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$23.1M +$1.31M +7,147 +6%
ECM
80
ExodusPoint Capital Management
New York
$21.9M +$5.55M +30,384 +34%
Stifel Financial
81
Stifel Financial
Missouri
$21.8M +$2.15M +11,789 +11%
TAM
82
Toscafund Asset Management
United Kingdom
$21.8M +$21.8M +116,526 New
VNIM
83
Vaughan Nelson Investment Management
Texas
$19.9M -$58.2M -318,580 -74%
Barclays
84
Barclays
United Kingdom
$19.2M +$12M +65,868 +167%
PI
85
PineBridge Investments
New York
$19.2M +$1.54M +8,424 +9%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$18.8M -$1.65M -9,024 -8%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$18.5M +$1.1K +6 +0%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$18M -$130K -710 -0.7%
Citadel Advisors
89
Citadel Advisors
Florida
$17.3M +$17M +93,235 +5,399%
Allianz Asset Management
90
Allianz Asset Management
Germany
$17.3M -$6.53M -35,746 -27%
CS
91
Credit Suisse
Switzerland
$16.8M +$1.65M +9,027 +11%
Man Group
92
Man Group
United Kingdom
$16.8M -$11.4M -62,565 -40%
Nordea Investment Management
93
Nordea Investment Management
Sweden
$16.8M +$154K +818 +0.9%
GL
94
Governors Lane
New York
$15.9M -$22M -120,600 -58%
BCM
95
BlueMar Capital Management
Florida
$15.9M -$2.76M -15,104 -15%
Legal & General Group
96
Legal & General Group
United Kingdom
$15.7M +$424K +2,321 +3%
AQR Capital Management
97
AQR Capital Management
Connecticut
$15.2M +$7.19M +39,366 +90%
Nomura Holdings
98
Nomura Holdings
Japan
$15M +$15M +82,076 New
Jane Street
99
Jane Street
New York
$14.5M +$13.2M +71,989 +978%
Millennium Management
100
Millennium Management
New York
$13.9M -$83M -454,331 -86%
2 3
4
5 6