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LPL Financial

481 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, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 42

94% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $34.1M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $12.3B → $14.3B (+$2B)

13% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 157

11% more funds holding

Funds holding: 434481 (+47)

1.98% more ownership

Funds ownership: 95.82%97.8% (+2%)

Holders
481
Holders Change
+47
Holders Change %
+10.83%
% of All Funds
7.59%
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
157
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$2.21M -$292K -1,679 -12%
AI
202
Atria Investments
North Carolina
$2.19M +$235K +1,348 +13%
FIM
203
Freedom Investment Management
Connecticut
$2.14M +$88.6K +509 +5%
Handelsbanken Fonder
204
Handelsbanken Fonder
Sweden
$2.13M -$418K -2,400 -17%
HSBC Holdings
205
HSBC Holdings
United Kingdom
$2.12M -$701K -4,023 -26%
SBIA
206
Sheaff Brock Investment Advisors
Indiana
$2.06M +$128K +735 +7%
ERIC
207
Eagle Rock Investment Company
Georgia
$2.02M +$1.93M +11,076 New
RCS
208
Retirement Capital Strategies
California
$2.02M
BF
209
BOK Financial
Oklahoma
$2M +$112K +641 +6%
SF
210
Symphony Financial
Texas
$2M +$1.85M +10,627 New
Verition Fund Management
211
Verition Fund Management
Connecticut
$1.98M -$310K -1,781 -14%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$1.97M -$5.92K -34 -0.3%
CT
213
Caldwell Trust
Florida
$1.92M -$31.3K -180 -2%
NW
214
NewEdge Wealth
Pennsylvania
$1.83M +$226K +1,295 +15%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$1.79M -$327K -1,877 -16%
SM
216
Sciencast Management
New Jersey
$1.78M +$1.68M +9,659 New
SG Americas Securities
217
SG Americas Securities
New York
$1.75M +$1.22M +7,009 +270%
X
218
Xponance
Pennsylvania
$1.65M +$17.8K +102 +1%
FZCM
219
Flynn Zito Capital Management
New York
$1.63M
Deutsche Bank
220
Deutsche Bank
Germany
$1.61M -$35.9K -206 -2%
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$1.58M +$34.8K +200 +2%
P
222
Pitcairn
Pennsylvania
$1.57M +$71.4K +410 +5%
SAM
223
Shell Asset Management
Netherlands
$1.56M -$221K -1,271 -13%
PHK
224
Point72 Hong Kong
Hong Kong
$1.55M +$1.48M +8,479 New
PP
225
PDT Partners
New York
$1.52M +$1.45M +8,329 New