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LPL Financial
LPLA

Overview Fund Activity

529 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+50
Holders Change %
+10.44%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
108
Increased
189
Reduced
174
Closed
50
Calls
$27.8M
Puts
$93.7M
Net Calls
-$65.9M
Net Calls Change
-$98.1M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$422M
2
WCM Investment Management
WCM Investment Management
California
$286M
3
Capital Research Global Investors
Capital Research Global Investors
California
$367M
4
BlackRock
BlackRock
New York
$830M
5
JSP
Jackson Square Partners
California
$125M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$575M
3
LP
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$3.81M +$3.81M +20,637 New
BPM
177
Bowling Portfolio Management
Ohio
$3.81M -$16.4K -89 -0.4%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$3.79M -$237K -1,282 -6%
CIC
179
Chase Investment Counsel
Virginia
$3.78M +$3.78M +20,469 New
Canada Life
180
Canada Life
Manitoba, Canada
$3.76M +$2.53M +13,713 +206%
SG Americas Securities
181
SG Americas Securities
New York
$3.71M +$1.94M +10,528 +110%
IMRF
182
Illinois Municipal Retirement Fund
Illinois
$3.63M +$1.27M +6,890 +54%
OCA
183
Otter Creek Advisors
Florida
$3.62M -$1.11M -6,042 -24%
Ensign Peak Advisors
184
Ensign Peak Advisors
Utah
$3.56M +$389K +2,110 +12%
Capital Fund Management (CFM)
185
Capital Fund Management (CFM)
France
$3.52M +$339K +1,837 +11%
TPCW
186
TD Private Client Wealth
New York
$3.42M +$16.2K +88 +0.5%
Toronto Dominion Bank
187
Toronto Dominion Bank
Ontario, Canada
$3.3M +$3.3M +17,865 New
VCA
188
Verdence Capital Advisors
Maryland
$3.18M -$17.5K -95 -0.5%
UBS Group
189
UBS Group
Switzerland
$3.18M -$9.48M -51,409 -75%
HBCM
190
Heron Bay Capital Management
Michigan
$3.16M -$1.32M -7,174 -29%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$3.1M +$1M +5,419 +48%
CWM
192
Cornerstone Wealth Management
Missouri
$3.09M +$8.49K +46 +0.3%
NW
193
NewEdge Wealth
Pennsylvania
$3.05M +$1.2M +6,509 +65%
MML Investors Services
194
MML Investors Services
Massachusetts
$3.01M +$1.99M +10,800 +196%
Daiwa Securities Group
195
Daiwa Securities Group
Japan
$2.89M +$24.5K +133 +0.9%
Nomura Holdings
196
Nomura Holdings
Japan
$2.89M -$12M -66,145 -81%
Two Sigma Advisers
197
Two Sigma Advisers
New York
$2.84M -$3.17M -17,200 -53%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$2.72M -$2.21M -11,986 -45%
Robeco Institutional Asset Management
199
Robeco Institutional Asset Management
Netherlands
$2.63M +$2.63M +14,262 New
URS
200
Utah Retirement Systems
Utah
$2.62M – – –
6 7
8
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