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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 %
State of Wisconsin Investment Board
201
State of Wisconsin Investment Board
Wisconsin
$1.55M 9,683 -295 -3%
Deutsche Bank
202
Deutsche Bank
Germany
$1.44M 8,997 -504,512 -98%
X
203
Xponance
Pennsylvania
$1.43M 8,926 +43 +0.5%
FZCM
204
Flynn Zito Capital Management
New York
$1.43M 8,912 +8,912 New
JPMPWA
205
J.P. Morgan Private Wealth Advisors
California
$1.42M 8,856 +1,700 +24%
NW
206
NewEdge Wealth
Pennsylvania
$1.39M 8,705 +314 +4%
PMAM
207
Picton Mahoney Asset Management
Ontario, Canada
$1.39M 8,695 -2,100 -19%
Luther King Capital Management (LKCM)
208
Luther King Capital Management (LKCM)
Texas
$1.35M 8,430 +2,010 +31%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$1.34M 8,387 -203 -2%
P
210
Pitcairn
Pennsylvania
$1.31M 8,169 -45 -0.5%
SO
211
STRS Ohio
Ohio
$1.29M 8,060 -1,058 -12%
SLI
212
Sumitomo Life Insurance
Japan
$1.29M 8,040 +1,799 +29%
AAM
213
Advisors Asset Management
Colorado
$1.28M 7,990 +353 +5%
FFA
214
Freedman Financial Associates
Massachusetts
$1.28M 7,962 – –
AFA
215
Abacus FCF Advisors
Florida
$1.27M 7,929 – –
Jane Street
216
Jane Street
New York
$1.18M 7,360 -3,209 -30%
VLC
217
Van Leeuwen & Company
New Jersey
$1.17M 7,323 +3,225 +79%
DZ Bank
218
DZ Bank
Germany
$1.16M 7,134 +1,560 +28%
MS
219
Maven Securities
Jersey
$1.14M 7,105 -6,295 -47%
PGCM
220
Prescott Group Capital Management
Oklahoma
$1.12M 7,000 – –
CWM
221
Congress Wealth Management
Massachusetts
$1.12M 6,994 +6,994 New
Neuberger Berman Group
222
Neuberger Berman Group
New York
$1.11M 6,987 +1,040 +17%
ProShare Advisors
223
ProShare Advisors
Maryland
$1.1M 6,898 -28 -0.4%
Prudential Financial
224
Prudential Financial
New Jersey
$1.09M 6,450 +203 +3%
PF
225
Phoenix Financial
Israel
$1.09M 6,725 -420 -6%
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