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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 %
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$3.38M 21,122 +32 +0.2%
BPM
152
Bowling Portfolio Management
Ohio
$3.34M 20,854 -227 -1%
PAG
153
Private Advisor Group
New Jersey
$3.32M 20,731 -88 -0.4%
Principal Financial Group
154
Principal Financial Group
Iowa
$3.09M 19,287 -7,170 -27%
AAMU
155
AEGON Asset Management (UK)
United Kingdom
$2.91M 18,151 +402 +2%
YMRC
156
Yorktown Management & Research Company
Virginia
$2.83M 17,700 +2,000 +13%
Daiwa Securities Group
157
Daiwa Securities Group
Japan
$2.78M 17,345 -2,281 -12%
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$2.75M 17,190 +17,190 New
AB
159
Amalgamated Bank
New York
$2.72M 16,999 -3,242 -16%
CWM
160
Cornerstone Wealth Management
Missouri
$2.64M 16,503 +132 +0.8%
TPCW
161
TD Private Client Wealth
New York
$2.62M 16,363 -537 -3%
ACM
162
AlphaCrest Capital Management
New York
$2.56M 16,012 +7,226 +82%
AIM
163
Aquila Investment Management
New York
$2.56M 16,000 +16,000 New
OLA
164
Oliver Luxxe Assets
New Jersey
$2.52M 15,763 -97 -0.6%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$2.49M 15,580 +2,808 +22%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$2.48M 15,382 +6,307 +69%
DIA
167
Dana Investment Advisors
Wisconsin
$2.47M 15,448 -261 -2%
PI
168
PEAK6 Investments
Illinois
$2.45M 15,308 +2,988 +24%
BA
169
Bridgewater Associates
Connecticut
$2.45M 15,288 -17,303 -53%
TAM
170
Tocqueville Asset Management
New York
$2.41M 15,073 -1 -0%
SCM
171
Sirios Capital Management
Massachusetts
$2.36M 14,715 +14,715 New
HBCM
172
Heron Bay Capital Management
Michigan
$2.33M 14,554 +684 +5%
Los Angeles Capital Management
173
Los Angeles Capital Management
California
$2.32M 14,484 -15,621 -52%
URS
174
Utah Retirement Systems
Utah
$2.31M 14,409 +100 +0.7%
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$2.25M 14,081 -400 -3%
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