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LPL Financial
LPLA

Overview Fund Activity

529 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+50
Holders Change %
+10.44%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
108
Increased
189
Reduced
174
Closed
50
Calls
$27.8M
Puts
$93.7M
Net Calls
-$65.9M
Net Calls Change
-$98.1M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$422M
2
WCM Investment Management
WCM Investment Management
California
$286M
3
Capital Research Global Investors
Capital Research Global Investors
California
$367M
4
BlackRock
BlackRock
New York
$830M
5
JSP
Jackson Square Partners
California
$125M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$575M
3
LP
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMU
201
AEGON Asset Management (UK)
United Kingdom
$2.61M +$127K +687 +5%
CAM
202
Congress Asset Management
Massachusetts
$2.6M +$95K +515 +4%
TAM
203
Tocqueville Asset Management
New York
$2.6M -$185K -1,001 -7%
DIA
204
Dana Investment Advisors
Wisconsin
$2.56M -$148K -800 -5%
II
205
IFM Investors
Australia
$2.51M +$2.51M +13,620 New
FRAF
206
Första AP-fonden
Sweden
$2.49M +$2.49M +13,500 New
GIBU
207
Gulf International Bank (UK)
United Kingdom
$2.47M +$2.47M +13,230 New
Impax Asset Management Group
208
Impax Asset Management Group
United Kingdom
$2.44M – – –
CIBC World Market
209
CIBC World Market
Ontario, Canada
$2.35M – – –
FA
210
FDx Advisors
Illinois
$2.32M +$54.2K +294 +2%
AI
211
Atria Investments
North Carolina
$2.31M +$97.6K +529 +4%
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$2.28M -$726K -3,936 -24%
Skandinaviska Enskilda Banken (SEB)
213
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.23M +$2.23M +12,110 New
YMRC
214
Yorktown Management & Research Company
Virginia
$2.21M -$36.9K -200 -2%
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$2.18M -$54.9K -298 -2%
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$2.16M – – –
SBIA
217
Sheaff Brock Investment Advisors
Indiana
$2.06M -$13.1K -71 -0.6%
ERIC
218
Eagle Rock Investment Company
Georgia
$2.03M -$15.5K -84 -0.8%
GC
219
Gillson Capital
Illinois
$2.01M +$2.01M +10,890 New
BF
220
BOK Financial
Oklahoma
$2M -$20.8K -113 -1%
Point72 Asset Management
221
Point72 Asset Management
Connecticut
$1.99M -$10.4M -56,300 -84%
SF
222
Symphony Financial
Texas
$1.98M – – –
TI
223
Trexquant Investment
Connecticut
$1.97M +$1.97M +10,701 New
Parallax Volatility Advisers
224
Parallax Volatility Advisers
California
$1.97M +$1.97M +10,653 New
RCS
225
Retirement Capital Strategies
California
$1.85M – – –
7 8
9
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