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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
2
WCM Investment Management
California
$518M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$604M
4
Capital World Investors
4
Capital World Investors
California
$110M
5
Millennium Management
5
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$129M
3
SCA
3
Southpoint Capital Advisors
New York
$147M
4
SC
4
Samlyn Capital
New York
$353M
5
Invesco
5
Invesco
Georgia
$364M
Name Market Value Shares Shares
Change 		Shares
Change %
CPC
76
Cookson Peirce & Co
Pennsylvania
$35.3M 161,613 +1,927 +1%
ERSOT
77
Employees Retirement System of Texas
Texas
$32.3M 148,000 +26,012 +21%
Jacobs Levy Equity Management
78
Jacobs Levy Equity Management
New Jersey
$31.7M 145,194 +145,194 New
Stifel Financial
79
Stifel Financial
Missouri
$31.5M 144,400 +1,224 +0.9%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$29.9M 136,724 +46,395 +51%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$28.8M 131,958 -1,607 -1%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$27.8M 127,073 +127,073 New
Federated Hermes
83
Federated Hermes
Pennsylvania
$27M 123,596 -14,580 -11%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$26.7M 122,201 -574 -0.5%
National Pension Service
85
National Pension Service
South Korea
$25.8M 119,100 +119,100 New
First Trust Advisors
86
First Trust Advisors
Illinois
$25.5M 116,890 -19,818 -14%
FWIA
87
Fort Washington Investment Advisors
Ohio
$25.3M 115,973 -88,151 -43%
William Blair Investment Management
88
William Blair Investment Management
Illinois
$25.3M 115,949 +6,434 +6%
CS
89
Credit Suisse
Switzerland
$24.3M 111,006 -2,728 -2%
PI
90
PineBridge Investments
New York
$21.6M 98,921 +14,549 +17%
SCM
91
Sirios Capital Management
Massachusetts
$21.6M 98,820 -9,497 -9%
Franklin Resources
92
Franklin Resources
California
$21.1M 96,711 +94,713 +4,740%
VRS
93
Virginia Retirement Systems
Virginia
$20.5M 93,800 +93,800 New
Robeco Institutional Asset Management
94
Robeco Institutional Asset Management
Netherlands
$20.4M 93,225 +78,963 +554%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$20.3M 92,839 -228 -0.2%
Amundi
96
Amundi
France
$20.1M 83,254 +44,110 +113%
TIM
97
Thornburg Investment Management
New Mexico
$19.9M 91,235 -15,832 -15%
AQR Capital Management
98
AQR Capital Management
Connecticut
$19.9M 90,985 +6,626 +8%
IAM
99
Iridian Asset Management
Connecticut
$19.7M 90,295 -95,627 -51%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$19.1M 87,272 +49,127 +129%
2 3
4
5 6