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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
WCM Investment Management
California
$518M
3
Capital Research Global Investors
Capital Research Global Investors
California
$604M
4
Capital World Investors
Capital World Investors
California
$110M
5
Millennium Management
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$129M
3
SCA
Southpoint Capital Advisors
New York
$147M
4
SC
Samlyn Capital
New York
$353M
5
Invesco
Invesco
Georgia
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAF
176
Fjarde Ap-fonden
Sweden
$5.55M – – –
SSA
177
Schonfeld Strategic Advisors
New York
$5.47M +$5.47M +25,036 New
ACM
178
Aquatic Capital Management
Illinois
$5.27M +$4.98M +22,800 +1,754%
AIMCA
179
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.27M +$5.27M +24,100 New
Ensign Peak Advisors
180
Ensign Peak Advisors
Utah
$5.25M +$1.03M +4,710 +24%
CCA
181
Catalyst Capital Advisors
New York
$5.03M -$120K -550 -2%
PAG
182
Private Advisor Group
New Jersey
$4.94M -$766K -3,504 -13%
Mitsubishi UFJ Asset Management
183
Mitsubishi UFJ Asset Management
Japan
$4.93M +$424K +1,943 +9%
BAM
184
Bullseye Asset Management
Colorado
$4.92M -$52.9K -242 -1%
SFI
185
Susquehanna Fundamental Investments
Pennsylvania
$4.85M +$4.85M +22,210 New
ASRS
186
Arizona State Retirement System
Arizona
$4.8M -$84.6K -387 -2%
Jane Street
187
Jane Street
New York
$4.79M +$3.45M +15,775 +257%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$4.77M -$66K -302 -1%
JAM
189
Jupiter Asset Management
United Kingdom
$4.75M – – –
MML Investors Services
190
MML Investors Services
Massachusetts
$4.7M +$1.14M +5,212 +32%
AAF
191
Andra AP-fonden
Sweden
$4.61M -$109K -500 -2%
WAG
192
Winthrop Advisory Group
Massachusetts
$4.6M -$54.6K -250 -1%
PE
193
Point72 Europe
United Kingdom
$4.52M -$3.93M -18,000 -47%
BPM
194
Bowling Portfolio Management
Ohio
$4.45M -$52.7K -241 -1%
CS
195
Candriam SCA
Luxembourg
$4.43M +$4.43M +20,283 New
CIC
196
Chase Investment Counsel
Virginia
$4.43M -$41.3K -189 -0.9%
HSBC Holdings
197
HSBC Holdings
United Kingdom
$4.37M +$697K +3,179 +19%
IMRF
198
Illinois Municipal Retirement Fund
Illinois
$4.3M – – –
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.18M +$4.18M +19,127 New
BA
200
Bridgewater Associates
Connecticut
$4.15M +$2.74M +12,547 +195%
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