LPLA icon

LPL Financial
LPLA

Overview Fund Activity

479 hedge funds and large institutions have $14.3B invested in LPL Financial in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 178 increasing their positions, 155 reducing their positions, and 42 closing their positions.

Holders
479
Holders Change
+47
Holders Change %
+10.88%
% of All Funds
7.58%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
91
Increased
178
Reduced
155
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$334M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$146M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$117M
4
Fidelity International
4
Fidelity International
Bermuda
$60.4M
5
Invesco
5
Invesco
Georgia
$432M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
3
Millennium Management
New York
$13.9M
4
American Century Companies
4
American Century Companies
Missouri
$163M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$13.2M +$11.4M +62,425 +645%
RhumbLine Advisers
102
RhumbLine Advisers
Massachusetts
$13.2M -$628K -3,435 -5%
DCM
103
Driehaus Capital Management
Illinois
$13.1M +$13.1M +71,846 New
Comerica Bank
104
Comerica Bank
Texas
$12.7M -$4.13M -18,954 -25%
UBS Group
105
UBS Group
Switzerland
$12.5M +$3.52M +19,248 +39%
Point72 Asset Management
106
Point72 Asset Management
Connecticut
$12.3M -$26.3M -144,200 -68%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$12.2M +$3.9M +21,345 +47%
PE
108
Point72 Europe
United Kingdom
$12.2M +$598K +3,276 +5%
P2P
109
Phase 2 Partners
California
$12.2M +$5.43M +29,747 +81%
BGDI
110
BW Gestao de Investimentos
Brazil
$11.6M +$11.6M +63,421 New
VWM
111
Venturi Wealth Management
Texas
$11.2M -$1.18M -6,482 -10%
Ameriprise
112
Ameriprise
Minnesota
$11M -$2.47M -13,517 -18%
CSS
113
Cubist Systematic Strategies
Connecticut
$11M +$4.71M +25,800 +75%
SCM
114
Sirios Capital Management
Massachusetts
$10.9M +$8.19M +44,827 +305%
WHG
115
Westwood Holdings Group
Texas
$10.6M +$10.6M +58,013 New
US Bancorp
116
US Bancorp
Minnesota
$10.6M +$336K +1,840 +3%
Calamos Advisors
117
Calamos Advisors
Illinois
$10.6M -$3.35M -18,339 -24%
BPIM
118
Brant Point Investment Management
New York
$10.4M +$258K +1,412 +3%
LPL Financial
119
LPL Financial
California
$10.2M -$2.5M -13,707 -20%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$9.57M -$704K -3,854 -7%
CM
121
Castleark Management
Illinois
$9.24M -$2.04M -11,190 -18%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$9.04M -$111K -608 -1%
IA
123
Icon Advisers
Colorado
$8.94M – – –
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$8.34M +$277K +1,514 +3%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$8.11M +$1.66M +9,088 +26%
3 4
5
6 7