LPLA icon

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 Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
101
RhumbLine Advisers
Massachusetts
$18.5M +$997K +4,564 +6%
Aviva
102
Aviva
United Kingdom
$17.7M +$3.46M +15,844 +24%
ECM
103
ExodusPoint Capital Management
New York
$17.3M +$17.3M +79,172 New
Barclays
104
Barclays
United Kingdom
$17M -$1.47M -6,727 -8%
AIA
105
Avalon Investment & Advisory
Texas
$16.8M +$16.8M +76,797 New
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$16.5M +$16M +73,317 +3,189%
RP
107
Reinhart Partners
Wisconsin
$16.4M -$1.03M -4,702 -6%
UBS Group
108
UBS Group
Switzerland
$15.9M +$12.2M +55,613 +323%
PFO
109
Pathstone Family Office
New Jersey
$15.2M +$7.4M +33,878 +95%
BAMCO Inc
110
BAMCO Inc
New York
$15M +$4.65M +21,292 +45%
Canada Pension Plan Investment Board
111
Canada Pension Plan Investment Board
Ontario, Canada
$15M +$8.73M +39,965 +140%
Boston Partners
112
Boston Partners
Massachusetts
$14.9M -$8.75M -39,341 -37%
LPL Financial
113
LPL Financial
California
$14.1M +$77.3K +354 +0.6%
BNP Paribas Asset Management
114
BNP Paribas Asset Management
France
$14M +$12.5M +57,164 +840%
Comerica Bank
115
Comerica Bank
Texas
$12.7M -$2.62M -10,869 -17%
GL
116
Governors Lane
New York
$12.2M -$19.1M -87,253 -61%
Truist Financial
117
Truist Financial
North Carolina
$12.1M +$2.04M +9,347 +20%
Osaic Holdings
118
Osaic Holdings
Arizona
$11.9M +$2.24M +10,247 +23%
VWM
119
Venturi Wealth Management
Texas
$11.7M -$1.08M -4,965 -9%
TI
120
Trexquant Investment
Connecticut
$11.6M +$9.29M +42,507 +397%
Citigroup
121
Citigroup
New York
$11.5M -$3.45M -15,799 -23%
US Bancorp
122
US Bancorp
Minnesota
$11.2M -$2.39M -10,955 -18%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$11.1M +$1.01M +4,611 +10%
Nomura Asset Management
124
Nomura Asset Management
Japan
$10.6M +$126K +577 +1%
Calamos Advisors
125
Calamos Advisors
Illinois
$10.4M -$1.44M -6,599 -12%
3 4
5
6 7