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.

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

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$575M
3
LP
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTI
126
Community Trust & Investment
Kentucky
$7.72M +$60.1K +326 +0.8%
SMDAM
127
Sumitomo Mitsui DS Asset Management
Japan
$7.59M +$991K +5,371 +15%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.47M -$315K -1,709 -4%
Hudson Bay Capital Management
129
Hudson Bay Capital Management
Connecticut
$7.38M +$7.38M +40,000 New
P2P
130
Phase 2 Partners
California
$7.37M -$4.9M -26,585 -40%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$7.32M +$2.78M +15,093 +61%
PE
132
Point72 Europe
United Kingdom
$7.14M -$5.15M -27,900 -42%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$7.04M -$1.15M -6,247 -14%
LP
134
LMR Partners
United Kingdom
$6.98M -$62M -336,206 -90%
LCM
135
Logan Capital Management
Pennsylvania
$6.78M +$5.93M +32,169 +699%
Amundi
136
Amundi
France
$6.75M +$6.75M +39,144 New
PFO
137
Pathstone Family Office
New Jersey
$6.57M -$133K -720 -2%
LCG
138
Lisanti Capital Growth
New York
$6.43M +$6.43M +34,830 New
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$6.41M +$814K +4,413 +15%
CSS
140
Cubist Systematic Strategies
Connecticut
$6.4M -$4.73M -25,629 -42%
WBC
141
Westpac Banking Corp
Australia
$6.37M +$880K +4,772 +16%
FVWA
142
Foster Victor Wealth Advisors
South Carolina
$6.3M -$567K -3,213 -8%
DCP
143
Distillate Capital Partners
Illinois
$6.24M -$24K -130 -0.4%
VIA
144
Vident Investment Advisory
Georgia
$6.24M -$60.9K -330 -1%
Principal Financial Group
145
Principal Financial Group
Iowa
$6.14M +$3.04M +16,496 +98%
AACP
146
Advantage Alpha Capital Partners
California
$6.06M -$2.13M -11,520 -26%
JIR
147
James Investment Research
Ohio
$5.82M -$386K -2,092 -6%
Asset Management One
148
Asset Management One
Japan
$5.76M +$5.76M +31,245 New
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
$5.72M +$4.77M +25,842 +503%
FAF
150
Fjarde Ap-fonden
Sweden
$5.55M +$5.55M +30,100 New
4 5
6
7 8