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LPL Financial
LPLA

Overview Fund Activity

479 hedge funds and large institutions have $14.3B invested in LPL Financial in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 178 increasing their positions, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+47
Holders Change %
+10.88%
% of All Funds
7.58%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
91
Increased
178
Reduced
155
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$334M
2
ECU
Egerton Capital (UK)
United Kingdom
$146M
3
Capital Research Global Investors
Capital Research Global Investors
California
$117M
4
Fidelity International
Fidelity International
Bermuda
$60.4M
5
Invesco
Invesco
Georgia
$432M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
Millennium Management
New York
$13.9M
4
American Century Companies
American Century Companies
Missouri
$163M
5
VNIM
Vaughan Nelson Investment Management
Texas
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
176
Algert Global
California
$3.36M +$1.21M +6,640 +57%
FPAS
177
Focus Partners Advisor Solutions
Missouri
$3.25M +$3.25M +17,809 New
VCA
178
Verdence Capital Advisors
Maryland
$3.17M +$3.17M +17,352 New
Capital Fund Management (CFM)
179
Capital Fund Management (CFM)
France
$3.15M +$3.15M +17,266 New
Ensign Peak Advisors
180
Ensign Peak Advisors
Utah
$3.14M – – –
Principal Financial Group
181
Principal Financial Group
Iowa
$3.07M -$453K -2,482 -13%
CWM
182
Cornerstone Wealth Management
Missouri
$3.05M +$33.8K +185 +1%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$2.97M +$127K +693 +4%
AIM
184
Aquila Investment Management
New York
$2.92M – – –
Daiwa Securities Group
185
Daiwa Securities Group
Japan
$2.84M -$329K -1,801 -10%
JPMPWA
186
J.P. Morgan Private Wealth Advisors
California
$2.83M +$1.21M +6,629 +75%
TAM
187
Tocqueville Asset Management
New York
$2.75M -$365 -2 -0%
DIA
188
Dana Investment Advisors
Wisconsin
$2.68M -$138K -757 -5%
URS
189
Utah Retirement Systems
Utah
$2.6M -$36.5K -200 -1%
CAM
190
Congress Asset Management
Massachusetts
$2.48M +$97.6K +534 +4%
AAMU
191
AEGON Asset Management (UK)
United Kingdom
$2.46M -$858K -4,697 -26%
BA
192
Bridgewater Associates
Connecticut
$2.46M -$337K -1,846 -12%
OLA
193
Oliver Luxxe Assets
New Jersey
$2.42M -$457K -2,503 -16%
Impax Asset Management Group
194
Impax Asset Management Group
United Kingdom
$2.42M -$12.4K -68 -0.5%
IMRF
195
Illinois Municipal Retirement Fund
Illinois
$2.34M – – –
CIBC World Market
196
CIBC World Market
Ontario, Canada
$2.33M +$4.2K +23 +0.2%
Twin Tree Management
197
Twin Tree Management
Texas
$2.33M +$2.33M +12,728 New
FA
198
FDx Advisors
Illinois
$2.24M +$261K +1,430 +13%
YMRC
199
Yorktown Management & Research Company
Virginia
$2.23M -$1M -5,500 -31%
BAMCO Inc
200
BAMCO Inc
New York
$2.21M +$292K +1,600 +15%
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