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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.

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

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
Millennium Management
New York
$13.9M
4
American Century Companies
American Century Companies
Missouri
$163M
5
VNIM
Vaughan Nelson Investment Management
Texas
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AACP
126
Advantage Alpha Capital Partners
California
$8.11M +$280K +1,532 +4%
GI
127
Gradient Investments
Minnesota
$8.07M -$629K -3,441 -7%
KCM
128
Kennedy Capital Management
Missouri
$8.03M +$165K +902 +2%
FC
129
Full18 Capital
Connecticut
$7.87M +$7.87M +44,023 New
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.71M -$529K -2,898 -6%
CTI
131
Community Trust & Investment
Kentucky
$7.58M +$49.5K +271 +0.7%
Truist Financial
132
Truist Financial
North Carolina
$7.57M +$760K +4,162 +11%
PI
133
PFS Investments
Georgia
$7.39M +$971K +5,316 +15%
VAS
134
Vestmark Advisory Solutions
Massachusetts
$7.38M +$1.43M +7,814 +24%
HF
135
HRT Financial
New York
$7.37M +$7.37M +40,326 New
Rafferty Asset Management
136
Rafferty Asset Management
New York
$7.32M -$355K -1,942 -5%
FVWA
137
Foster Victor Wealth Advisors
South Carolina
$7.17M +$432K +2,345 +6%
Nomura Asset Management
138
Nomura Asset Management
Japan
$6.97M +$1.15M +6,291 +20%
PFO
139
Pathstone Family Office
New Jersey
$6.64M -$156K -855 -2%
SMDAM
140
Sumitomo Mitsui DS Asset Management
Japan
$6.54M -$2.79M -15,298 -30%
Walleye Capital
141
Walleye Capital
New York
$6.49M +$5.26M +28,778 +425%
VIA
142
Vident Investment Advisory
Georgia
$6.24M +$6.24M +34,152 New
DCP
143
Distillate Capital Partners
Illinois
$6.2M +$6.2M +33,956 New
JIR
144
James Investment Research
Ohio
$6.15M -$1.44M -7,856 -19%
NIPH
145
NN Investment Partners Holdings
Netherlands
$6.07M -$86.9K -476 -1%
Two Sigma Advisers
146
Two Sigma Advisers
New York
$5.96M -$2.39M -13,100 -29%
SSA
147
Schonfeld Strategic Advisors
New York
$5.89M +$5.89M +32,237 New
Osaic Holdings
148
Osaic Holdings
Arizona
$5.86M -$145K -722 -2%
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$5.75M -$7.07M -38,674 -55%
Citigroup
150
Citigroup
New York
$5.68M -$1.81M -9,905 -24%
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