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LPL Financial

481 hedge funds and large institutions have $14.3B invested in LPL Financial in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 178 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 42

94% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $34.1M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $12.3B → $14.3B (+$2B)

13% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 157

11% more funds holding

Funds holding: 434481 (+47)

1.98% more ownership

Funds ownership: 95.82%97.8% (+2%)

Holders
481
Holders Change
+47
Holders Change %
+10.83%
% of All Funds
7.59%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
91
Increased
178
Reduced
157
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.42B +$2.93M +16,824 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B +$16.2M +93,283 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$653M +$43.2M +248,255 +7%
BlackRock
4
BlackRock
New York
$648M -$25M -143,538 -4%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$491M +$42.5M +244,303 +10%
Invesco
6
Invesco
Georgia
$432M +$57.4M +329,899 +16%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$405M +$7.15M +41,039 +2%
SC
8
Samlyn Capital
New York
$405M -$1.53M -8,763 -0.4%
CCP
9
Clarkston Capital Partners
Michigan
$384M -$19.7M -112,838 -5%
EAM
10
Eagle Asset Management
Florida
$363M -$109K -628 -0%
AllianceBernstein
11
AllianceBernstein
Tennessee
$334M +$145M +830,783 +83%
Artisan Partners
12
Artisan Partners
Wisconsin
$278M +$46.1M +264,712 +21%
JP Morgan Chase
13
JP Morgan Chase
New York
$271M +$27.5M +157,918 +12%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$263M -$90.3M -518,611 -27%
SCA
15
Southpoint Capital Advisors
New York
$256M -$17.4M -100,000 -7%
State Street
16
State Street
Massachusetts
$228M +$3.61M +20,751 +2%
N
17
Nuveen
North Carolina
$205M -$724K -4,157 -0.4%
FCM
18
Frontier Capital Management
Massachusetts
$204M +$17.4M +99,847 +10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$194M -$7.88M -45,243 -4%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$188M +$9.96M +57,167 +6%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$178M -$824K -4,733 -0.5%
American Century Companies
22
American Century Companies
Missouri
$163M -$59.3M -340,429 -28%
JCM
23
Junto Capital Management
New York
$162M +$8.1M +46,507 +6%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$158M -$35.9M -206,030 -19%
ECU
25
Egerton Capital (UK)
United Kingdom
$146M +$139M +799,461 New