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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 Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
76
Federated Hermes
Pennsylvania
$25.5M -$24.4M -132,361 -49%
First Trust Advisors
77
First Trust Advisors
Illinois
$25.2M +$221K +1,196 +0.9%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$24.6M +$5.65M +30,647 +30%
Deutsche Bank
79
Deutsche Bank
Germany
$23.3M +$21.7M +117,570 +1,337%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$22.7M +$4.01M +21,720 +21%
ERSOT
81
Employees Retirement System of Texas
Texas
$22.5M -$4.06M -22,000 -15%
CS
82
Credit Suisse
Switzerland
$21M +$3.97M +21,513 +23%
William Blair Investment Management
83
William Blair Investment Management
Illinois
$20.2M -$11.7M -63,313 -37%
SCM
84
Sirios Capital Management
Massachusetts
$20M +$9M +48,775 +82%
TIM
85
Thornburg Investment Management
New Mexico
$19.8M -$4.26M -23,116 -18%
Boston Partners
86
Boston Partners
Massachusetts
$19.6M -$3.89M -21,053 -17%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$17.2M -$987K -5,350 -5%
DCM
88
Driehaus Capital Management
Illinois
$16.8M +$3.5M +18,962 +26%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$16.7M +$7.01M +37,962 +72%
PI
90
PineBridge Investments
New York
$15.6M -$3.79M -20,526 -20%
Barclays
91
Barclays
United Kingdom
$15.6M -$3.87M -20,968 -20%
AQR Capital Management
92
AQR Capital Management
Connecticut
$15M +$235K +1,317 +2%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$14.7M +$1.44M +7,827 +11%
RP
94
Reinhart Partners
Wisconsin
$14.7M -$9.32M -50,536 -39%
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
$14.4M -$17.4M -94,063 -55%
Citigroup
96
Citigroup
New York
$12.7M +$6.92M +37,521 +121%
WHG
97
Westwood Holdings Group
Texas
$12.3M +$1.57M +8,524 +15%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$12.1M -$192K -1,039 -2%
Aviva
99
Aviva
United Kingdom
$12M +$12M +65,252 New
Comerica Bank
100
Comerica Bank
Texas
$11.9M +$1.06M +5,667 +10%
2 3
4
5 6