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LPL Financial
LPLA

Overview Fund Activity

479 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, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+47
Holders Change %
+10.88%
% of All Funds
7.58%
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
155
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$334M
2
ECU
Egerton Capital (UK)
United Kingdom
$146M
3
Capital Research Global Investors
Capital Research Global Investors
California
$117M
4
Fidelity International
Fidelity International
Bermuda
$60.4M
5
Invesco
Invesco
Georgia
$432M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
Millennium Management
New York
$13.9M
4
American Century Companies
American Century Companies
Missouri
$163M
5
VNIM
Vaughan Nelson Investment Management
Texas
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$2.21M -$306K -1,679 -12%
AI
202
Atria Investments
North Carolina
$2.19M +$246K +1,348 +13%
FIM
203
Freedom Investment Management
Connecticut
$2.14M +$93K +509 +5%
Handelsbanken Fonder
204
Handelsbanken Fonder
Sweden
$2.13M -$438K -2,400 -17%
HSBC Holdings
205
HSBC Holdings
United Kingdom
$2.12M -$750K -4,023 -26%
SBIA
206
Sheaff Brock Investment Advisors
Indiana
$2.06M +$134K +735 +7%
ERIC
207
Eagle Rock Investment Company
Georgia
$2.02M +$2.02M +11,076 New
RCS
208
Retirement Capital Strategies
California
$2.02M – – –
BF
209
BOK Financial
Oklahoma
$2M +$117K +641 +6%
SF
210
Symphony Financial
Texas
$2M +$2M +10,627 New
Verition Fund Management
211
Verition Fund Management
Connecticut
$1.98M -$325K -1,781 -14%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$1.97M -$6.21K -34 -0.3%
NW
213
NewEdge Wealth
Pennsylvania
$1.83M +$237K +1,295 +15%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$1.79M -$343K -1,877 -16%
SM
215
Sciencast Management
New Jersey
$1.78M +$1.78M +9,659 New
SG Americas Securities
216
SG Americas Securities
New York
$1.75M +$1.28M +7,009 +270%
X
217
Xponance
Pennsylvania
$1.65M +$18.6K +102 +1%
FZCM
218
Flynn Zito Capital Management
New York
$1.63M – – –
Deutsche Bank
219
Deutsche Bank
Germany
$1.61M -$37.6K -206 -2%
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$1.58M +$36.5K +200 +2%
P
221
Pitcairn
Pennsylvania
$1.57M +$74.9K +410 +5%
SAM
222
Shell Asset Management
Netherlands
$1.56M -$232K -1,271 -13%
PHK
223
Point72 Hong Kong
Hong Kong
$1.55M +$1.55M +8,479 New
PP
224
PDT Partners
New York
$1.52M +$1.52M +8,329 New
DZ Bank
225
DZ Bank
Germany
$1.51M +$211K +1,156 +16%
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