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LPL Financial
LPLA

Overview Fund Activity

432 hedge funds and large institutions have $12.3B invested in LPL Financial in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 53 closing their positions.

Holders
432
Holders Change
+14
Holders Change %
+3.35%
% of All Funds
6.67%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
75
Increased
151
Reduced
155
Closed
53
Calls
$10.8M
Puts
$8.68M
Net Calls
+$2.1M
Net Calls Change
-$914K

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$313M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$212M
3
DPCM
3
Darlington Partners Capital Management
California
$148M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$111M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$532M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$74M
2
HVCM
2
HG Vora Capital Management
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.44M
4
SC
4
Samlyn Capital
New York
$356M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ACL
101
Azora Capital LP
Florida
$10.3M 64,624 +3,967 +7%
PE
102
Point72 Europe
United Kingdom
$10.1M 63,300 -5,000 -7%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$9.95M 62,124 +1,381 +2%
CM
104
Castleark Management
Illinois
$9.89M 61,755 -2,305 -4%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$9M 56,221 -6,164 -10%
US Bancorp
106
US Bancorp
Minnesota
$8.99M 56,165 -557 -1%
BPIM
107
Brant Point Investment Management
New York
$8.86M 55,351 -9,857 -15%
PI
108
Putnam Investments
Massachusetts
$8.64M 53,963 +53,963 New
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$8.48M 52,959 +52,959 New
SMDAM
110
Sumitomo Mitsui DS Asset Management
Japan
$8.18M 51,086 +51,086 New
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$8.02M 50,070 -271 -0.5%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$7.97M 49,793 +858 +2%
UBS Group
113
UBS Group
Switzerland
$7.91M 49,394 +115 +0.2%
IA
114
Icon Advisers
Colorado
$7.83M 48,932 +532 +1%
GI
115
Gradient Investments
Minnesota
$7.62M 47,591 +47,591 New
CCM
116
Cinctive Capital Management
New York
$7.47M 46,630 +46,630 New
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$7.42M 43,085 -48,099 -53%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$7.32M 45,700 +1,100 +2%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$7.26M 45,325 +33,913 +297%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.22M 45,096 -2,077 -4%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$7.07M 44,138 +1,981 +5%
AQR Capital Management
122
AQR Capital Management
Connecticut
$6.99M 43,676 -3,608 -8%
KCM
123
Kennedy Capital Management
Missouri
$6.89M 43,037 -1,614 -4%
AACP
124
Advantage Alpha Capital Partners
California
$6.86M 42,849 +8,192 +24%
Rafferty Asset Management
125
Rafferty Asset Management
New York
$6.72M 42,004 +3,772 +10%
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5
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