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LPL Financial
LPLA

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 261 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+48
Holders Change %
+8.32%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
195
Reduced
261
Closed
61
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M

Top Buyers

1
BlackRock
BlackRock
New York
$1.36B
2
GQG Partners
GQG Partners
Florida
$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$179M
4
Goldman Sachs
Goldman Sachs
New York
$212M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.64B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
$382M
3
Invesco
Invesco
Georgia
$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$330M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
176
Sumitomo Mitsui DS Asset Management
Japan
$6.67M -$1.25M -5,779 -16%
AAF
177
Andra AP-fonden
Sweden
$6.51M +$1.95M +9,000 +43%
FPAS
178
Focus Partners Advisor Solutions
Missouri
$6.39M +$596K +2,758 +10%
CFM
179
Coronation Fund Managers
South Africa
$6.29M +$6.29M +29,112 New
ECM
180
ExodusPoint Capital Management
New York
$6.28M -$10.8M -50,110 -63%
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$6.25M +$3.73M +17,273 +148%
Corient Private Wealth
182
Corient Private Wealth
Florida
$6.25M +$6.25M +28,902 New
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$5.83M +$219K +1,015 +4%
QC
184
Quadrature Capital
United Kingdom
$5.82M +$5.82M +26,944 New
Mitsubishi UFJ Asset Management
185
Mitsubishi UFJ Asset Management
Japan
$5.7M +$796K +3,664 +16%
Squarepoint
186
Squarepoint
New York
$5.7M +$5.7M +26,359 New
IIM
187
INTECH Investment Management
Florida
$5.65M -$678K -3,135 -11%
PP
188
Prudential plc
United Kingdom
$5.57M +$5.09M +23,540 +1,066%
FAF
189
Fjarde Ap-fonden
Sweden
$5.47M -$1.04M -4,800 -16%
MML Investors Services
190
MML Investors Services
Massachusetts
$5.42M +$765K +3,537 +16%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$5.33M +$5.09M +23,552 +2,181%
AACP
192
Advantage Alpha Capital Partners
California
$5.28M -$1.46M -6,776 -22%
PFO
193
Pathstone Family Office
New Jersey
$5.22M -$110K -1,429 -2%
Marshall Wace
194
Marshall Wace
United Kingdom
$5.05M +$5.05M +23,363 New
KCM
195
Kennedy Capital Management
Missouri
$5.02M -$4.25M -19,678 -46%
Toronto Dominion Bank
196
Toronto Dominion Bank
Ontario, Canada
$4.99M +$1.35M +6,264 +37%
ASRS
197
Arizona State Retirement System
Arizona
$4.88M +$135K +623 +3%
BAM
198
Bullseye Asset Management
Colorado
$4.87M – – –
CCA
199
Catalyst Capital Advisors
New York
$4.81M -$162K -750 -3%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$4.66M +$1.17M +5,414 +34%
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