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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 %
Nordea Investment Management
151
Nordea Investment Management
Sweden
$9.18M +$8.12M +37,778 +765%
LCM
152
Logan Capital Management
Pennsylvania
$8.91M +$404K +1,871 +5%
CSS
153
Cubist Systematic Strategies
Connecticut
$8.91M +$1.56M +7,226 +21%
CTI
154
Community Trust & Investment
Kentucky
$8.79M -$212K -979 -2%
MGIA
155
Moneta Group Investment Advisors
Missouri
$8.74M -$1.6M -6,759 -16%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$8.58M +$973K +4,500 +13%
VWM
157
Venturi Wealth Management
Texas
$8.5M -$3.04M -14,046 -26%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$8.41M +$4.11M +19,114 +96%
Point72 Asset Management
159
Point72 Asset Management
Connecticut
$8.39M +$8.39M +38,800 New
MSV
160
MN Services Vermogensbeheer
Netherlands
$8.26M -$1.21M -5,600 -13%
VAS
161
Vestmark Advisory Solutions
Massachusetts
$8.19M -$2.08M -9,633 -20%
Prudential Financial
162
Prudential Financial
New Jersey
$7.88M +$5.56M +25,713 +239%
PAM
163
Panagora Asset Management
Massachusetts
$7.8M +$293K +1,354 +4%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$7.64M +$7.38M +34,160 +2,927%
LP
165
LMR Partners
United Kingdom
$7.53M -$1.98M -9,166 -21%
Nomura Asset Management
166
Nomura Asset Management
Japan
$7.52M -$3M -13,870 -28%
FVWA
167
Foster Victor Wealth Advisors
South Carolina
$7.46M +$154K +691 +2%
Asset Management One
168
Asset Management One
Japan
$7.44M -$419K -1,951 -5%
Ameriprise
169
Ameriprise
Minnesota
$7.41M -$761K -3,520 -9%
RCM
170
Rivermont Capital Management
New York
$7.38M +$7.38M +34,131 New
Swedbank
171
Swedbank
Sweden
$7.27M +$460K +2,127 +7%
APG Asset Management
172
APG Asset Management
Netherlands
$7.25M +$6.47M +29,937 +832%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$7.23M -$2.87M -13,255 -28%
PAMS
174
Pictet Asset Management (Switzerland)
Switzerland
$6.86M +$119K +550 +2%
HBCM
175
Heron Bay Capital Management
Michigan
$6.8M +$2.87M +13,292 +73%
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