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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 %
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$5.54M +$266K +1,455 +5%
WBC
152
Westpac Banking Corp
Australia
$5.44M +$773K +4,232 +17%
PMAM
153
Picton Mahoney Asset Management
Ontario, Canada
$5.03M +$3.44M +18,825 +217%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$4.89M +$436K +2,384 +10%
OCA
155
Otter Creek Advisors
Florida
$4.69M -$197K -1,078 -4%
KW
156
KWB Wealth
California
$4.6M – – –
CCA
157
Catalyst Capital Advisors
New York
$4.59M -$338K -1,850 -7%
CCM
158
Callodine Capital Management
Massachusetts
$4.57M +$4.57M +25,000 New
Bank of Nova Scotia
159
Bank of Nova Scotia
Ontario, Canada
$4.53M +$4.53M +24,793 New
Natixis Advisors
160
Natixis Advisors
Massachusetts
$4.49M -$6.86M -37,528 -60%
Assenagon Asset Management
161
Assenagon Asset Management
Luxembourg
$4.45M -$9.51M -52,033 -68%
HBCM
162
Heron Bay Capital Management
Michigan
$4.44M +$1.79M +9,773 +67%
PAG
163
Private Advisor Group
New Jersey
$4.33M +$545K +2,985 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
164
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.2M +$4.2M +23,000 New
BAM
165
Bullseye Asset Management
Colorado
$4.15M -$913K -5,000 -18%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$3.98M -$12.2M -66,981 -75%
ASRS
167
Arizona State Retirement System
Arizona
$3.96M +$12.2K +67 +0.3%
WAG
168
Winthrop Advisory Group
Massachusetts
$3.93M – – –
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$3.9M +$39.8K +218 +1%
BPM
170
Bowling Portfolio Management
Ohio
$3.78M -$25.2K -138 -0.7%
PI
171
Putnam Investments
Massachusetts
$3.7M -$6.16M -33,695 -62%
JG
172
Jefferies Group
New York
$3.65M +$3.38M +18,515 +1,247%
AB
173
Amalgamated Bank
New York
$3.37M +$266K +1,456 +9%
AF
174
Amalgamated Financial
New York
$3.37M +$3.37M +18,455 New
TPCW
175
TD Private Client Wealth
New York
$3.37M +$381K +2,086 +13%
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