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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 %
P2P
151
Phase 2 Partners
California
$7.94M -$786K -3,598 -9%
FRAF
152
Första AP-fonden
Sweden
$7.84M +$4.89M +22,400 +166%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$7.69M +$98.3K +450 +1%
SCM
154
Stamina Capital Management
New York
$7.67M +$2.47M +11,325 +48%
LCG
155
Lisanti Capital Growth
New York
$7.61M – – –
PAM
156
Panagora Asset Management
Massachusetts
$7.59M +$7.33M +33,528 +2,766%
CSS
157
Cubist Systematic Strategies
Connecticut
$7.42M -$156K -713 -2%
Verition Fund Management
158
Verition Fund Management
Connecticut
$6.97M +$1.58M +7,250 +29%
Swedbank
159
Swedbank
Sweden
$6.88M +$6.78M +31,033 +6,835%
AACP
160
Advantage Alpha Capital Partners
California
$6.81M -$366K -1,674 -5%
PAMS
161
Pictet Asset Management (Switzerland)
Switzerland
$6.81M +$45.2K +207 +0.7%
Principal Financial Group
162
Principal Financial Group
Iowa
$6.48M -$798K -3,651 -11%
IIM
163
INTECH Investment Management
Florida
$6.4M +$5.58M +25,520 +680%
WBC
164
Westpac Banking Corp
Australia
$6.34M -$1.21M -5,532 -16%
KW
165
KWB Wealth
California
$6.22M +$57.5K +263 +0.9%
JIR
166
James Investment Research
Ohio
$6.21M -$686K -3,140 -10%
Korea Investment Corp
167
Korea Investment Corp
South Korea
$6.15M +$1.08M +4,924 +21%
WHG
168
Westwood Holdings Group
Texas
$6M -$8.54M -39,084 -59%
Bank of Nova Scotia
169
Bank of Nova Scotia
Ontario, Canada
$5.99M +$5.53M +25,312 +1,194%
FPAS
170
Focus Partners Advisor Solutions
Missouri
$5.85M +$5.85M +26,781 New
CGIM
171
Cannon Global Investment Management
Florida
$5.79M +$5.79M +26,500 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
172
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.68M +$4.26M +19,499 +300%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$5.67M +$320K +1,466 +6%
KBC Group
174
KBC Group
Belgium
$5.65M +$5.18M +23,693 +1,099%
JPMPWA
175
J.P. Morgan Private Wealth Advisors
California
$5.58M +$852K +3,898 +18%
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