LPLA icon

LPL Financial
LPLA

Overview Fund Activity

529 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 50 closing their positions.

Holders
529
Holders Change
+50
Holders Change %
+10.44%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
108
Increased
189
Reduced
174
Closed
50
Calls
$27.8M
Puts
$93.7M
Net Calls
-$65.9M
Net Calls Change
-$98.1M

Top Buyers

1
LPC
1
Lone Pine Capital
Connecticut
$422M
2
WCM Investment Management
2
WCM Investment Management
California
$286M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$367M
4
BlackRock
4
BlackRock
New York
$830M
5
JSP
5
Jackson Square Partners
California
$125M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$575M
3
LP
3
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$210M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
101
LPL Financial
California
$11.8M 64,228 +8,538 +15%
Walleye Capital
102
Walleye Capital
New York
$11.6M 62,916 +27,373 +77%
US Bancorp
103
US Bancorp
Minnesota
$11.5M 62,371 +4,366 +8%
VWM
104
Venturi Wealth Management
Texas
$10.8M 58,354 -2,970 -5%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$10.3M 56,096 -16,012 -22%
MGIA
106
Moneta Group Investment Advisors
Missouri
$10.1M 54,819 +52,454 +2,218%
Allianz Asset Management
107
Allianz Asset Management
Germany
$10.1M 54,513 -40,360 -43%
Calamos Advisors
108
Calamos Advisors
Illinois
$10M 54,291 -3,570 -6%
BCM
109
BlueMar Capital Management
Florida
$9.43M 51,121 -35,785 -41%
BPIM
110
Brant Point Investment Management
New York
$9.17M 49,700 -7,063 -12%
CM
111
Castleark Management
Illinois
$8.88M 48,125 -2,440 -5%
Nomura Asset Management
112
Nomura Asset Management
Japan
$8.87M 48,095 +9,954 +26%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$8.78M 47,536 -1,926 -4%
BAMCO Inc
114
BAMCO Inc
New York
$8.74M 47,400 +35,300 +292%
IA
115
Icon Advisers
Colorado
$8.7M 47,132 -1,800 -4%
MSV
116
MN Services Vermogensbeheer
Netherlands
$8.69M 47,100 +47,100 New
GLA
117
Great Lakes Advisors
Illinois
$8.64M 46,838 +46,838 New
PI
118
PFS Investments
Georgia
$8.52M 46,192 +5,762 +14%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$8.5M 46,053 +41,451 +901%
Truist Financial
120
Truist Financial
North Carolina
$8.46M 45,837 +4,391 +11%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$8.42M 45,652 – –
Ameriprise
122
Ameriprise
Minnesota
$8.4M 45,543 -14,864 -25%
VAS
123
Vestmark Advisory Solutions
Massachusetts
$8.4M 45,540 +5,157 +13%
Osaic Holdings
124
Osaic Holdings
Arizona
$8.12M 44,057 +14,826 +51%
KCM
125
Kennedy Capital Management
Missouri
$7.97M 43,223 -716 -2%
3 4
5
6 7