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LPL Financial

606 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-19
Holders Change %
-3.04%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
76
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FRAF
151
Första AP-fonden
Sweden
$8.42M -$223K -1,100 -3%
JPMPWA
152
J.P. Morgan Private Wealth Advisors
California
$8.32M -$318K -1,573 -4%
Ameriprise
153
Ameriprise
Minnesota
$8.27M +$1.33M +6,554 +19%
P2P
154
Phase 2 Partners
California
$8.17M -$6.84M -33,770 -46%
VWM
155
Venturi Wealth Management
Texas
$8.02M +$53.2K +263 +0.7%
MSV
156
MN Services Vermogensbeheer
Netherlands
$7.98M +$243K +1,200 +3%
CTI
157
Community Trust & Investment
Kentucky
$7.96M -$271K -1,341 -3%
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
$7.75M +$7.29M +36,020 +1,591%
VAS
159
Vestmark Advisory Solutions
Massachusetts
$7.72M +$59.5K +294 +0.8%
EGM
160
Engineers Gate Manager
New York
$7.63M +$4.95M +24,437 +184%
Nordea Investment Management
161
Nordea Investment Management
Sweden
$7.53M -$1.01M -5,046 -12%
PAM
162
Panagora Asset Management
Massachusetts
$7.33M +$26.1K +129 +0.4%
Federated Hermes
163
Federated Hermes
Pennsylvania
$7.21M -$14.7M -72,469 -67%
FVWA
164
Foster Victor Wealth Advisors
South Carolina
$7.08M +$647K +3,370 +10%
PFO
165
Pathstone Family Office
New Jersey
$6.96M -$6.81M -33,669 -49%
Corient Private Wealth
166
Corient Private Wealth
Florida
$6.92M +$1.07M +5,292 +18%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$6.91M +$138K +681 +2%
Swedbank
168
Swedbank
Sweden
$6.77M -$37.8K -187 -0.6%
TI
169
Trexquant Investment
Connecticut
$6.7M +$5.03M +24,845 +301%
FPAS
170
Focus Partners Advisor Solutions
Missouri
$6.65M +$671K +3,313 +11%
Nomura Asset Management
171
Nomura Asset Management
Japan
$6.64M -$408K -2,015 -6%
PAMS
172
Pictet Asset Management (Switzerland)
Switzerland
$6.47M +$47.4K +234 +0.7%
Asset Management One
173
Asset Management One
Japan
$6.27M -$740K -3,657 -11%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$6.26M +$803K +3,965 +15%
SMDAM
175
Sumitomo Mitsui DS Asset Management
Japan
$6.26M +$17.4K +86 +0.3%