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LPL Financial
LPLA

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 261 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+48
Holders Change %
+8.32%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
195
Reduced
261
Closed
61
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M

Top Buyers

1
BlackRock
BlackRock
New York
+$315M
2
GQG Partners
GQG Partners
Florida
+$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$162M
4
Goldman Sachs
Goldman Sachs
New York
+$98.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$96.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.75B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$215M
3
Invesco
Invesco
Georgia
-$215M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$194M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
201
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.55M +$1.79M +8,270 +65%
SSA
202
Schonfeld Strategic Advisors
New York
$4.55M -$864K -3,998 -16%
WAG
203
Winthrop Advisory Group
Massachusetts
$4.52M -$29.6K -137 -0.7%
JIR
204
James Investment Research
Ohio
$4.48M -$1.67M -7,730 -27%
WorldQuant Millennium Advisors
205
WorldQuant Millennium Advisors
New York
$4.45M +$4.45M +20,568 New
CIC
206
Chase Investment Counsel
Virginia
$4.39M +$2.81K +13 +0.1%
BA
207
Bridgewater Associates
Connecticut
$4.33M +$234K +1,082 +6%
WAM
208
Weiss Asset Management
Massachusetts
$4.32M +$4.32M +20,000 New
IP
209
Interval Partners
New York
$4.32M +$4.32M +20,000 New
Capital Fund Management (CFM)
210
Capital Fund Management (CFM)
France
$4.25M +$4.25M +19,655 New
SGI
211
Summit Global Investments
Utah
$4.17M +$4.17M +19,311 New
BAMF
212
BI Asset Management Fondsmaeglerselskab
Denmark
$4.09M +$796K +3,683 +24%
IG
213
ING Group
Netherlands
$4.09M +$4.09M +18,900 New
OCA
214
Otter Creek Advisors
Florida
$4.05M +$171K +793 +4%
WBC
215
Westpac Banking Corp
Australia
$4.05M -$2.22M -10,276 -35%
AB
216
Amalgamated Bank
New York
$4.03M +$67.7K +313 +2%
GIA
217
Gateway Investment Advisers
Ohio
$4.02M +$4.02M +18,613 New
EAM
218
EFG Asset Management
Oregon
$3.96M +$371K +1,726 +10%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$3.94M -$51.9K -240 -1%
IMRF
220
Illinois Municipal Retirement Fund
Illinois
$3.84M -$420K -1,944 -10%
II
221
IFM Investors
Australia
$3.61M +$541K +2,501 +18%
Connor, Clark & Lunn Investment Management (CC&L)
222
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.57M +$2.87M +13,257 +409%
BBVA
223
Banco Bilbao Vizcaya Argentaria
Spain
$3.51M +$246K +1,137 +8%
AHB
224
Abner Herrman & Brock
New Jersey
$3.51M +$2.97M +13,750 +556%
Mirae Asset Global Investments
225
Mirae Asset Global Investments
South Korea
$3.5M +$104K +479 +3%
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