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LPL Financial
LPLA

Overview Fund Activity

479 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, 155 reducing their positions, and 42 closing their positions.

Holders
479
Holders Change
+47
Holders Change %
+10.88%
% of All Funds
7.58%
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
155
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$334M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$146M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$117M
4
Fidelity International
4
Fidelity International
Bermuda
$60.4M
5
Invesco
5
Invesco
Georgia
$432M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
3
Millennium Management
New York
$13.9M
4
American Century Companies
4
American Century Companies
Missouri
$163M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.42B 7,773,187 +16,824 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B 7,011,365 +93,283 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$653M 3,574,135 +248,255 +7%
BlackRock
4
BlackRock
New York
$648M 3,549,294 -143,538 -4%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$491M 2,685,244 +244,303 +10%
Invesco
6
Invesco
Georgia
$432M 2,364,882 +329,899 +16%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$405M 2,217,985 +41,039 +2%
SC
8
Samlyn Capital
New York
$405M 2,216,474 -8,763 -0.4%
CCP
9
Clarkston Capital Partners
Michigan
$384M 2,104,068 -112,838 -5%
EAM
10
Eagle Asset Management
Florida
$363M 1,986,275 -628 -0%
AllianceBernstein
11
AllianceBernstein
Tennessee
$334M 1,829,653 +830,783 +83%
Artisan Partners
12
Artisan Partners
Wisconsin
$278M 1,520,828 +264,712 +21%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$271M 1,483,000 +157,918 +12%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$263M 1,437,832 -518,611 -27%
SCA
15
Southpoint Capital Advisors
New York
$256M 1,400,000 -100,000 -7%
State Street
16
State Street
Massachusetts
$228M 1,246,874 +20,751 +2%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$205M 1,140,380 -4,157 -0.4%
FCM
18
Frontier Capital Management
Massachusetts
$204M 1,115,590 +99,847 +10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$194M 1,061,078 -45,243 -4%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$188M 1,027,278 +57,167 +6%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$178M 975,288 -4,733 -0.5%
American Century Companies
22
American Century Companies
Missouri
$163M 893,847 -340,429 -28%
JCM
23
Junto Capital Management
New York
$162M 884,621 +46,507 +6%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$158M 863,640 -206,030 -19%
ECU
25
Egerton Capital (UK)
United Kingdom
$146M 799,461 +799,461 New
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