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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 %
JIR
126
James Investment Research
Ohio
$6.65M 41,519 -2,997 -7%
CTI
127
Community Trust & Investment
Kentucky
$6.6M 41,226 -100 -0.2%
Citigroup
128
Citigroup
New York
$6.56M 40,983 -121 -0.3%
FVWA
129
Foster Victor Wealth Advisors
South Carolina
$6.54M 36,536 +4,875 +15%
Barclays
130
Barclays
United Kingdom
$6.31M 39,435 +8,153 +26%
CA
131
Capitolis Advisors
New York
$6.29M 39,262 – –
Truist Financial
132
Truist Financial
North Carolina
$5.97M 37,284 +1,970 +6%
PFO
133
Pathstone Family Office
New Jersey
$5.96M 37,206 +678 +2%
P2P
134
Phase 2 Partners
California
$5.89M 36,770 +36,770 New
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$5.65M 35,304 +17,813 +102%
PI
136
PFS Investments
Georgia
$5.62M 35,114 +5,827 +20%
CSS
137
Cubist Systematic Strategies
Connecticut
$5.53M 34,512 +34,304 +16,492%
NIPH
138
NN Investment Partners Holdings
Netherlands
$5.39M 33,690 +2,004 +6%
VAS
139
Vestmark Advisory Solutions
Massachusetts
$5.21M 32,569 +2,511 +8%
Nomura Asset Management
140
Nomura Asset Management
Japan
$5.1M 31,850 +31,850 New
Osaic Holdings
141
Osaic Holdings
Arizona
$4.8M 29,953 +1,448 +5%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$4.62M 28,862 +190 +0.7%
KW
143
KWB Wealth
California
$4.6M 28,733 -314 -1%
BAM
144
Bullseye Asset Management
Colorado
$4.35M 27,715 – –
CCA
145
Catalyst Capital Advisors
New York
$4.31M 26,950 -1,550 -5%
OCA
146
Otter Creek Advisors
Florida
$4.28M 26,736 -7,385 -22%
WBC
147
Westpac Banking Corp
Australia
$4.09M 25,534 +234 +0.9%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$3.9M 24,367 +307 +1%
ASRS
149
Arizona State Retirement System
Arizona
$3.46M 21,598 -178 -0.8%
WAG
150
Winthrop Advisory Group
Massachusetts
$3.44M 21,513 -150 -0.7%
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