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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.

New
Increased
Maintained
Reduced
Closed
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
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
WCM Investment Management
California
$518M
3
Capital Research Global Investors
Capital Research Global Investors
California
$604M
4
Capital World Investors
Capital World Investors
California
$110M
5
Millennium Management
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$129M
3
SCA
Southpoint Capital Advisors
New York
$147M
4
SC
Samlyn Capital
New York
$353M
5
Invesco
Invesco
Georgia
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
126
Vestmark Advisory Solutions
Massachusetts
$10.4M +$427K +1,956 +4%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$10.3M +$1.59M +7,256 +18%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$10.2M -$180K -825 -2%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$10.1M +$125K +573 +1%
BPIM
130
Brant Point Investment Management
New York
$10.1M -$787K -3,600 -7%
GLA
131
Great Lakes Advisors
Illinois
$10M -$203K -930 -2%
IA
132
Icon Advisers
Colorado
$9.97M -$328K -1,500 -3%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$9.96M -$2.3M -10,522 -19%
LP
134
LMR Partners
United Kingdom
$9.62M +$1.35M +6,165 +16%
MSV
135
MN Services Vermogensbeheer
Netherlands
$9.57M -$721K -3,300 -7%
MGIA
136
Moneta Group Investment Advisors
Missouri
$9.53M -$2.45M -11,213 -20%
DCM
137
Driehaus Capital Management
Illinois
$9.51M -$10.3M -47,299 -52%
BCM
138
BlueMar Capital Management
Florida
$9.41M -$1.76M -8,040 -16%
KCM
139
Kennedy Capital Management
Missouri
$9.38M -$66.4K -304 -0.7%
CTI
140
Community Trust & Investment
Kentucky
$9.09M -$43.3K -198 -0.5%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.99M +$146K +669 +2%
GGH
142
GCM Grosvenor Holdings
Illinois
$8.96M +$8.96M +41,000 New
CM
143
Castleark Management
Illinois
$8.69M -$1.82M -8,340 -17%
LCM
144
Logan Capital Management
Pennsylvania
$8.6M +$563K +2,575 +7%
Walleye Capital
145
Walleye Capital
New York
$8.38M -$5.37M -24,584 -39%
Canada Life
146
Canada Life
Manitoba, Canada
$8.34M +$3.9M +17,879 +88%
Ameriprise
147
Ameriprise
Minnesota
$8.26M -$1.69M -7,741 -17%
FVWA
148
Foster Victor Wealth Advisors
South Carolina
$8.09M -$696K -2,823 -8%
SMDAM
149
Sumitomo Mitsui DS Asset Management
Japan
$8M -$989K -4,527 -11%
Asset Management One
150
Asset Management One
Japan
$7.99M +$1.16M +5,324 +17%
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