LPL Financial
LPLA
434 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, 152 increasing their positions, 156 reducing their positions, and 53 closing their positions.
42% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 53
24% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $8.68M
3% more funds holding
Funds holding: 420 → 434 (+14)
2% more capital invested
Capital invested by funds: $12B → $12.3B (+$229M)
0.04% less ownership
Funds ownership: 95.86% → 95.82% (-0.04%)
3% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 156
18% less funds holding in top 10
Funds holding in top 10: 17 → 14 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$166M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$115M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$49.1M |
| 4 |
GL
Governors Lane
New York
|
+$34.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$340M |
| 2 |
HVCM
HG Vora Capital Management
New York
|
-$125M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$83.3M |
| 4 |
SC
Samlyn Capital
New York
|
-$62M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$50.7M |
LPLA Hedge Fund Activity: Q4 2021 in Review
434 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q4 2021, worth a combined $12.3B — up 1.9% from $12B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new LPLA positions and 53 closed out — a net gain of 22 holders — while 152 added to existing stakes and 156 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $166M. The largest seller was Wells Fargo, cutting an estimated $340M.
- 434 institutional investors held LPL Financial (LPLA) as of Q4 2021, up from 420 in Q3 2021.
- Funds reported $12.3B of LPL Financial stock for Q4 2021, up 1.9% quarter-over-quarter.
- 75 funds opened new LPL Financial positions in Q4 2021 and 53 closed out, a net change of +22 holders.
- The largest LPL Financial buyer in Q4 2021 was JP Morgan Chase, an estimated $166M added.
- The largest LPL Financial seller in Q4 2021 was Wells Fargo, an estimated $340M sold.
Based on aggregated 13F filings for Q4 2021.