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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 %
Assenagon Asset Management
151
Assenagon Asset Management
Luxembourg
$5.39M +$897K +4,864 +20%
Canada Pension Plan Investment Board
152
Canada Pension Plan Investment Board
Ontario, Canada
$5.28M +$3.84M +20,800 +267%
KW
153
KWB Wealth
California
$5.2M -$98.7K -535 -2%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$5.11M +$4.88M +26,448 +2,166%
GI
155
Gradient Investments
Minnesota
$4.85M -$3.3M -17,870 -40%
PAG
156
Private Advisor Group
New Jersey
$4.82M +$441K +2,390 +10%
Rafferty Asset Management
157
Rafferty Asset Management
New York
$4.67M -$2.73M -14,777 -37%
PI
158
PEAK6 Investments
Illinois
$4.6M +$4.56M +23,416 +9,880%
Verition Fund Management
159
Verition Fund Management
Connecticut
$4.55M +$2.56M +13,851 +128%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$4.52M +$2.53M +13,698 +127%
Lazard Asset Management
161
Lazard Asset Management
New York
$4.48M +$4.48M +24,261 New
Renaissance Technologies
162
Renaissance Technologies
New York
$4.46M +$4.46M +24,200 New
PP
163
PDT Partners
New York
$4.4M +$2.86M +15,518 +186%
SCM
164
Stamina Capital Management
New York
$4.39M +$4.39M +23,800 New
CCA
165
Catalyst Capital Advisors
New York
$4.35M -$286K -1,550 -6%
PMAM
166
Picton Mahoney Asset Management
Ontario, Canada
$4.3M -$781K -4,235 -15%
Korea Investment Corp
167
Korea Investment Corp
South Korea
$4.28M +$4.28M +23,200 New
BAM
168
Bullseye Asset Management
Colorado
$4.2M +$9.96K +54 +0.2%
ASRS
169
Arizona State Retirement System
Arizona
$4.12M +$125K +678 +3%
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$4.08M +$145K +788 +4%
JAM
171
Jupiter Asset Management
United Kingdom
$4.01M +$4.01M +21,741 New
JPMPWA
172
J.P. Morgan Private Wealth Advisors
California
$3.99M +$1.14M +6,152 +40%
AAF
173
Andra AP-fonden
Sweden
$3.99M +$3.99M +21,600 New
WAG
174
Winthrop Advisory Group
Massachusetts
$3.93M -$36.9K -200 -0.9%
AB
175
Amalgamated Bank
New York
$3.85M +$446K +2,418 +13%
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