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LPL Financial
LPLA

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 261 reducing their positions, and 61 closing their positions.

Holders
625
Holders Change
+48
Holders Change %
+8.32%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
195
Reduced
261
Closed
61
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.36B
2
GQG Partners
2
GQG Partners
Florida
$172M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$179M
4
Goldman Sachs
4
Goldman Sachs
New York
$212M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.64B

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$749M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$382M
3
Invesco
3
Invesco
Georgia
$145M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$330M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
76
Cornerstone Investment Partners
Georgia
$39.6M -$203K -940 -0.5%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$39M -$19.6M -90,594 -33%
SFM
78
Soros Fund Management
New York
$37.1M -$2.69M -12,461 -7%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$35.3M +$5.78M +26,746 +20%
TAM
80
Trillium Asset Management
Massachusetts
$35.3M -$4.36M -20,158 -11%
CPC
81
Cookson Peirce & Co
Pennsylvania
$35.1M +$211K +975 +0.6%
First Trust Advisors
82
First Trust Advisors
Illinois
$35M +$9.73M +45,005 +39%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$34.7M -$4.71M -21,811 -12%
Amundi
84
Amundi
France
$33.8M +$15.4M +69,710 +84%
ERSOT
85
Employees Retirement System of Texas
Texas
$33.7M +$1.67M +7,734 +5%
CS
86
Credit Suisse
Switzerland
$32.5M +$8.46M +39,138 +35%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$29.2M +$626K +2,898 +2%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$27.9M +$9.01M +41,660 +48%
CRM
89
Cramer Rosenthal McGlynn
Connecticut
$27.4M -$14.8M -68,435 -35%
Voloridge Investment Management
90
Voloridge Investment Management
Florida
$26.7M +$26.7M +123,541 New
National Pension Service
91
National Pension Service
South Korea
$25.7M -$86.5K -400 -0.3%
Walleye Capital
92
Walleye Capital
New York
$24.2M +$16M +73,793 +193%
Stifel Financial
93
Stifel Financial
Missouri
$24M -$7.2M -33,320 -23%
William Blair Investment Management
94
William Blair Investment Management
Illinois
$23.5M -$1.57M -7,246 -6%
Federated Hermes
95
Federated Hermes
Pennsylvania
$23.4M -$3.36M -15,528 -13%
Canada Pension Plan Investment Board
96
Canada Pension Plan Investment Board
Ontario, Canada
$21.2M +$6.37M +29,480 +43%
PI
97
PineBridge Investments
New York
$20.9M -$478K -2,211 -2%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$20.8M +$780K +3,610 +4%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$20.3M +$14.3M +65,983 +235%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$20M -$6.38M -29,531 -24%
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4
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