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LPL Financial
LPLA

Overview Fund Activity

432 hedge funds and large institutions have $12.3B invested in LPL Financial in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 53 closing their positions.

Holders
432
Holders Change
+14
Holders Change %
+3.35%
% of All Funds
6.67%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
75
Increased
151
Reduced
155
Closed
53
Calls
$10.8M
Puts
$8.68M
Net Calls
+$2.1M
Net Calls Change
-$914K

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$313M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$212M
3
DPCM
3
Darlington Partners Capital Management
California
$148M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$111M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$532M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$74M
2
HVCM
2
HG Vora Capital Management
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.44M
4
SC
4
Samlyn Capital
New York
$356M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$2.21M 13,779 +13,779 New
LCM
177
Laurion Capital Management
New York
$2.18M 13,594 +13,594 New
KM
178
Kalos Management
Georgia
$2.14M 12,791 +372 +3%
Impax Asset Management Group
179
Impax Asset Management Group
United Kingdom
$2.13M 13,313 -364 -3%
CAM
180
Congress Asset Management
Massachusetts
$2.09M 13,035 +261 +2%
IMRF
181
Illinois Municipal Retirement Fund
Illinois
$2.05M 12,796 +2,702 +27%
CIBC World Market
182
CIBC World Market
Ontario, Canada
$2.04M 12,710 – –
TCM
183
Tributary Capital Management
Nebraska
$2.02M 12,600 -4,600 -27%
Verition Fund Management
184
Verition Fund Management
Connecticut
$2.02M 12,599 +4,027 +47%
GC
185
Gillson Capital
Illinois
$2.01M 12,544 -48,540 -79%
AG
186
Algert Global
California
$1.88M 11,724 +84 +0.7%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$1.87M 11,675 -75 -0.6%
FB
188
Fulton Bank
Pennsylvania
$1.82M 11,348 -886 -7%
DF
189
Donoghue Forlines
Massachusetts
$1.82M 11,349 +11,349 New
FIM
190
Freedom Investment Management
Connecticut
$1.8M 11,218 -1,142 -9%
FA
191
FDx Advisors
Illinois
$1.74M 10,851 +800 +8%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$1.74M 10,835 +3,124 +41%
AI
193
Atria Investments
North Carolina
$1.7M 10,623 +936 +10%
SBIA
194
Sheaff Brock Investment Advisors
Indiana
$1.69M 10,526 +450 +4%
DTL
195
Dynamic Technology Lab
Singapore
$1.68M 10,510 +10,510 New
BAMCO Inc
196
BAMCO Inc
New York
$1.68M 10,500 +10,500 New
BF
197
BOK Financial
Oklahoma
$1.65M 10,326 -9,079 -47%
RCS
198
Retirement Capital Strategies
California
$1.61M 10,041 – –
AIMCA
199
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.6M 10,000 +10,000 New
SAM
200
Shell Asset Management
Netherlands
$1.57M 9,822 +59 +0.6%
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