LPL Financial
LPLA
533 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 189 increasing their positions, 175 reducing their positions, and 50 closing their positions.
120% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 50
11% more funds holding
Funds holding: 481 → 533 (+52)
5% more capital invested
Capital invested by funds: $14.3B → $15.1B (+$781M)
4.41% more ownership
Funds ownership: 97.8% → 102.22% (+4.4%)
8% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 175
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
78% less call options, than puts
Call options by funds: $25.3M | Put options by funds: $114M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$435M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
+$291M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$256M |
| 4 |
BlackRock
New York
|
+$180M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$117M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$87.1M |
| 3 |
LP
LMR Partners
London,
United Kingdom
|
-$63.9M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$63.5M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$56.5M |
LPLA Hedge Fund Activity: Q2 2022 in Review
533 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2022, worth a combined $15.1B — up 5.5% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new LPLA positions and 50 closed out — a net gain of 60 holders — while 189 added to existing stakes and 175 trimmed.
The largest buyer was Lone Pine Capital, opening a new position worth an estimated $435M. The largest seller was Janus Henderson Group, cutting an estimated $117M.
- 533 institutional investors held LPL Financial (LPLA) as of Q2 2022, up from 481 in Q1 2022.
- Funds reported $15.1B of LPL Financial stock for Q2 2022, up 5.5% quarter-over-quarter.
- 110 funds opened new LPL Financial positions in Q2 2022 and 50 closed out, a net change of +60 holders.
- The largest LPL Financial buyer in Q2 2022 was Lone Pine Capital, an estimated $435M added.
- The largest LPL Financial seller in Q2 2022 was Janus Henderson Group, an estimated $117M sold.
Based on aggregated 13F filings for Q2 2022.