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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
RP
76
Reinhart Partners
Wisconsin
$23.8M -$1.37M -7,873 -6%
TIM
77
Thornburg Investment Management
New Mexico
$23.8M -$653K -3,749 -3%
Boston Partners
78
Boston Partners
Massachusetts
$23.2M -$4.63M -26,610 -17%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$23.1M +$1.24M +7,147 +6%
ECM
80
ExodusPoint Capital Management
New York
$21.9M +$5.29M +30,384 +34%
Stifel Financial
81
Stifel Financial
Missouri
$21.8M +$2.05M +11,789 +11%
TAM
82
Toscafund Asset Management
United Kingdom
$21.8M +$20.3M +116,526 New
VNIM
83
Vaughan Nelson Investment Management
Texas
$19.9M -$55.5M -318,580 -74%
Barclays
84
Barclays
United Kingdom
$19.2M +$11.5M +65,868 +167%
PI
85
PineBridge Investments
New York
$19.2M +$1.47M +8,424 +9%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$18.8M -$1.57M -9,024 -8%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$18.5M +$1.04K +6 +0%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$18M -$124K -710 -0.7%
Citadel Advisors
89
Citadel Advisors
Florida
$17.3M +$16.2M +93,235 +5,399%
Allianz Asset Management
90
Allianz Asset Management
Germany
$17.3M -$6.22M -35,746 -27%
CS
91
Credit Suisse
Switzerland
$16.8M +$1.57M +9,027 +11%
Man Group
92
Man Group
United Kingdom
$16.8M -$10.9M -62,565 -40%
Nordea Investment Management
93
Nordea Investment Management
Sweden
$16.8M +$142K +818 +0.9%
GL
94
Governors Lane
New York
$15.9M -$21M -120,600 -58%
BCM
95
BlueMar Capital Management
Florida
$15.9M -$2.63M -15,104 -15%
Legal & General Group
96
Legal & General Group
United Kingdom
$15.7M +$404K +2,321 +3%
AQR Capital Management
97
AQR Capital Management
Connecticut
$15.2M +$6.86M +39,366 +90%
Nomura Holdings
98
Nomura Holdings
Japan
$15M +$14.3M +82,076 New
Jane Street
99
Jane Street
New York
$14.5M +$12.5M +71,989 +978%
Millennium Management
100
Millennium Management
New York
$13.9M -$79.1M -454,331 -86%