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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 %
VRS
101
Virginia Retirement Systems
Virginia
$19.6M -$649K -3,000 -3%
AIA
102
Avalon Investment & Advisory
Texas
$19.4M +$2.84M +13,157 +17%
RhumbLine Advisers
103
RhumbLine Advisers
Massachusetts
$19.3M +$1.08M +5,011 +6%
BNP Paribas Asset Management
104
BNP Paribas Asset Management
France
$17.9M +$4.04M +18,708 +29%
AQR Capital Management
105
AQR Capital Management
Connecticut
$17.5M -$2.07M -9,626 -11%
ECM
106
Engle Capital Management
Connecticut
$17.3M -$21M -97,000 -55%
CCM
107
Cinctive Capital Management
New York
$16.5M +$16.5M +76,111 New
LPL Financial
108
LPL Financial
California
$16.4M +$2.42M +11,201 +17%
SCM
109
Sirios Capital Management
Massachusetts
$16.4M -$4.98M -23,041 -23%
TIM
110
Thornburg Investment Management
New Mexico
$16.4M -$3.39M -15,652 -17%
Citigroup
111
Citigroup
New York
$16.1M +$4.71M +21,778 +41%
Caisse de Depot et Placement du Quebec (CDPQ)
112
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.1M +$14.6M +67,423 +981%
P2P
113
Phase 2 Partners
California
$16M +$8.17M +37,777 +104%
RP
114
Reinhart Partners
Wisconsin
$15.7M -$580K -2,684 -4%
FWIA
115
Fort Washington Investment Advisors
Ohio
$15.4M -$9.65M -44,659 -39%
GGH
116
GCM Grosvenor Holdings
Illinois
$15.3M +$6.49M +30,000 +73%
TC
117
TwinBeech Capital
New York
$15.2M +$15.2M +70,089 New
HF
118
HRT Financial
New York
$14.8M -$53.8M -248,838 -78%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
119
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.7M +$9.03M +41,781 +161%
Boston Partners
120
Boston Partners
Massachusetts
$14.4M +$1.08K +5 +0%
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$14.3M +$11.8M +54,731 +479%
Barclays
122
Barclays
United Kingdom
$14.1M -$2.66M -12,318 -16%
CS
123
Candriam SCA
Luxembourg
$13.8M +$9.46M +43,760 +216%
Comerica Bank
124
Comerica Bank
Texas
$13.7M +$1.4M +6,004 +11%
IAM
125
Iridian Asset Management
Connecticut
$13.1M -$6.43M -29,728 -33%
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