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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
New York
$1.36B
2
GQG Partners
GQG Partners
Florida
$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$179M
4
Goldman Sachs
Goldman Sachs
New York
$212M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.64B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
$382M
3
Invesco
Invesco
Georgia
$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$330M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
126
Mitsubishi UFJ Trust & Banking
Japan
$13.1M +$2.12M +9,825 +19%
Canada Life
127
Canada Life
Manitoba, Canada
$12.3M +$3.98M +18,327 +48%
PI
128
PFS Investments
Georgia
$11.8M +$970K +4,488 +9%
Truist Financial
129
Truist Financial
North Carolina
$11.3M -$662K -3,061 -6%
Osaic Holdings
130
Osaic Holdings
Arizona
$11.1M -$619K -2,864 -5%
FAM
131
Fred Alger Management
New York
$11M +$11M +50,895 +25,448%
BAMCO Inc
132
BAMCO Inc
New York
$10.9M -$3.95M -18,274 -27%
PE
133
Point72 Europe
United Kingdom
$10.8M +$6.33M +29,300 +142%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$10.8M +$5.61M +25,936 +108%
US Bancorp
135
US Bancorp
Minnesota
$10.6M -$479K -2,214 -4%
PCH
136
Polar Capital Holdings
United Kingdom
$10.5M -$7.62M -35,240 -42%
WMSA
137
Weiss Multi-Strategy Advisers
New York
$10.4M +$10.4M +48,126 New
UBS Group
138
UBS Group
Switzerland
$10.3M -$5.43M -25,128 -34%
KBC Group
139
KBC Group
Belgium
$10.1M +$4.56M +21,084 +82%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$9.99M – – –
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$9.94M +$89.5K +414 +0.9%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.87M +$969K +4,482 +11%
IA
143
Icon Advisers
Colorado
$9.86M – – –
GLA
144
Great Lakes Advisors
Illinois
$9.86M -$67.9K -314 -0.7%
BPIM
145
Brant Point Investment Management
New York
$9.65M -$311K -1,439 -3%
Natixis Advisors
146
Natixis Advisors
Massachusetts
$9.65M -$494K -2,284 -5%
Aviva
147
Aviva
United Kingdom
$9.63M -$7.9M -36,562 -45%
Massachusetts Financial Services
148
Massachusetts Financial Services
Massachusetts
$9.56M +$9.56M +44,218 New
FRAF
149
Första AP-fonden
Sweden
$9.23M +$1.47M +6,800 +19%
JPMPWA
150
J.P. Morgan Private Wealth Advisors
California
$9.23M +$3.71M +17,144 +67%
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