LPL Financial
LPLA
581 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 204 increasing their positions, 216 reducing their positions, and 39 closing their positions.
138% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 39
30% more funds holding in top 10
Funds holding in top 10: 20 → 26 (+6)
24% more call options, than puts
Call options by funds: $37M | Put options by funds: $29.8M
22% more capital invested
Capital invested by funds: $15.1B → $18.4B (+$3.37B)
9% more funds holding
Funds holding: 532 → 581 (+49)
3.72% more ownership
Funds ownership: 102.24% → 105.96% (+3.7%)
6% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 216
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$936M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
+$183M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$165M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$107M |
| 5 |
Millennium Management
New York
|
+$83.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$147M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$117M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
-$117M |
| 4 |
SC
Samlyn Capital
New York
|
-$98.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$98.3M |
LPLA Hedge Fund Activity: Q3 2022 in Review
581 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2022, worth a combined $18.4B — up 22% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new LPLA positions and 39 closed out — a net gain of 54 holders — while 204 added to existing stakes and 216 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $936M. The largest seller was Wellington Management Group, cutting an estimated $147M.
- 581 institutional investors held LPL Financial (LPLA) as of Q3 2022, up from 532 in Q2 2022.
- Funds reported $18.4B of LPL Financial stock for Q3 2022, up 22% quarter-over-quarter.
- 93 funds opened new LPL Financial positions in Q3 2022 and 39 closed out, a net change of +54 holders.
- The largest LPL Financial buyer in Q3 2022 was Janus Henderson Group, an estimated $936M added.
- The largest LPL Financial seller in Q3 2022 was Wellington Management Group, an estimated $147M sold.
Based on aggregated 13F filings for Q3 2022.