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LPL Financial
LPLA

Overview Fund Activity

432 hedge funds and large institutions have $12.3B invested in LPL Financial in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 53 closing their positions.

Holders
432
Holders Change
+14
Holders Change %
+3.35%
% of All Funds
6.67%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
75
Increased
151
Reduced
155
Closed
53
Calls
$10.8M
Puts
$8.68M
Net Calls
+$2.1M
Net Calls Change
-$914K

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$313M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$212M
3
DPCM
3
Darlington Partners Capital Management
California
$148M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$111M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$532M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$74M
2
HVCM
2
HG Vora Capital Management
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.44M
4
SC
4
Samlyn Capital
New York
$356M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.24B 7,756,363 -55,904 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.11B 6,918,082 +14,619 +0.2%
BlackRock
3
BlackRock
New York
$591M 3,692,832 +69,639 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$532M 3,325,880 +297,368 +10%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$391M 2,440,941 +143,585 +6%
SC
6
Samlyn Capital
New York
$356M 2,225,237 -375,590 -14%
CCP
7
Clarkston Capital Partners
Michigan
$355M 2,216,906 -69,741 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$349M 2,176,946 +186,234 +9%
Invesco
9
Invesco
Georgia
$326M 2,034,983 +109,266 +6%
EAM
10
Eagle Asset Management
Florida
$322M 1,986,903 +49,308 +3%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$313M 1,956,443 +1,956,443 New
SCA
12
Southpoint Capital Advisors
New York
$240M 1,500,000 – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$222M 1,385,774 -91,429 -6%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$212M 1,325,082 +1,004,582 +313%
Artisan Partners
15
Artisan Partners
Wisconsin
$201M 1,256,116 -12,409 -1%
American Century Companies
16
American Century Companies
Missouri
$198M 1,234,276 +181,478 +17%
State Street
17
State Street
Massachusetts
$196M 1,226,123 +27,919 +2%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$183M 1,144,537 +175,848 +18%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$177M 1,106,321 -5,686 -0.5%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$171M 1,069,670 -106,824 -9%
FCM
21
Frontier Capital Management
Massachusetts
$163M 1,015,743 +18,020 +2%
AllianceBernstein
22
AllianceBernstein
Tennessee
$160M 998,870 +24,729 +3%
Victory Capital Management
23
Victory Capital Management
Texas
$157M 981,643 +52,996 +6%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$157M 980,021 -14,850 -1%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$155M 970,111 +143,236 +17%
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