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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
WCM Investment Management
California
$518M
3
Capital Research Global Investors
Capital Research Global Investors
California
$604M
4
Capital World Investors
Capital World Investors
California
$110M
5
Millennium Management
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$129M
3
SCA
Southpoint Capital Advisors
New York
$147M
4
SC
Samlyn Capital
New York
$353M
5
Invesco
Invesco
Georgia
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$4.04M -$446K -2,041 -10%
AB
202
Amalgamated Bank
New York
$4M -$558K -2,552 -12%
HBCM
203
Heron Bay Capital Management
Michigan
$3.97M +$218K +1,000 +6%
OCA
204
Otter Creek Advisors
Florida
$3.92M -$364K -1,668 -9%
TPCW
205
TD Private Client Wealth
New York
$3.91M -$138K -633 -3%
NW
206
NewEdge Wealth
Pennsylvania
$3.85M +$240K +1,099 +7%
VCA
207
Verdence Capital Advisors
Maryland
$3.77M -$1.53K -7 -0%
CWM
208
Cornerstone Wealth Management
Missouri
$3.73M +$68.4K +313 +2%
ProShare Advisors
209
ProShare Advisors
Maryland
$3.69M +$2.46M +11,239 +198%
Toronto Dominion Bank
210
Toronto Dominion Bank
Ontario, Canada
$3.67M -$229K -1,047 -6%
EAM
211
EFG Asset Management
Oregon
$3.65M +$3.65M +16,726 New
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$3.52M +$297K +1,358 +9%
TAF
213
Tredje AP-fonden
Sweden
$3.43M +$3.43M +15,711 New
Mirae Asset Global Investments
214
Mirae Asset Global Investments
South Korea
$3.43M +$1.2M +5,501 +54%
CAM
215
Congress Asset Management
Massachusetts
$3.43M +$349K +1,599 +11%
BFM
216
Boothbay Fund Management
New York
$3.41M +$3.41M +15,604 New
BAMF
217
BI Asset Management Fondsmaeglerselskab
Denmark
$3.33M +$3.33M +15,248 New
BBVA
218
Banco Bilbao Vizcaya Argentaria
Spain
$3.3M +$3.3M +15,094 New
URS
219
Utah Retirement Systems
Utah
$3.11M – – –
II
220
IFM Investors
Australia
$3.1M +$126K +575 +4%
EF
221
Empowered Funds
Pennsylvania
$3.09M +$3.09M +14,122 New
GI
222
Gradient Investments
Minnesota
$3.08M -$2.67M -12,202 -46%
TAM
223
Tocqueville Asset Management
New York
$3.07M – – –
Nomura Holdings
224
Nomura Holdings
Japan
$3.05M -$432K -1,979 -12%
MME
225
Meag Munich Ergo
Germany
$3.03M +$2.49M +11,406 +466%
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