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LPL Financial
LPLA

Overview Fund Activity

529 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 50 closing their positions.

Holders
529
Holders Change
+50
Holders Change %
+10.44%
% of All Funds
8.95%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
108
Increased
189
Reduced
174
Closed
50
Calls
$27.8M
Puts
$93.7M
Net Calls
-$65.9M
Net Calls Change
-$98.1M

Top Buyers

1
LPC
1
Lone Pine Capital
Connecticut
$422M
2
WCM Investment Management
2
WCM Investment Management
California
$286M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$367M
4
BlackRock
4
BlackRock
New York
$830M
5
JSP
5
Jackson Square Partners
California
$125M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$575M
3
LP
3
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$210M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.32B 7,155,151 -618,036 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.29B 7,016,915 +5,550 +0.1%
BlackRock
3
BlackRock
New York
$830M 4,497,920 +948,626 +27%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$575M 3,115,503 -458,632 -13%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$498M 2,699,829 +14,585 +0.5%
LPC
6
Lone Pine Capital
Connecticut
$422M 2,289,151 +2,289,151 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$422M 2,285,308 +67,323 +3%
Invesco
8
Invesco
Georgia
$393M 2,129,209 -235,673 -10%
SC
9
Samlyn Capital
New York
$384M 2,081,698 -134,776 -6%
CCP
10
Clarkston Capital Partners
Michigan
$375M 2,031,833 -72,235 -3%
Capital Research Global Investors
11
Capital Research Global Investors
California
$367M 1,987,051 +1,345,584 +210%
AllianceBernstein
12
AllianceBernstein
Tennessee
$341M 1,847,984 +18,331 +1%
EAM
13
Eagle Asset Management
Florida
$315M 1,709,195 -277,080 -14%
State Street
14
State Street
Massachusetts
$297M 1,609,827 +362,953 +29%
WCM Investment Management
15
WCM Investment Management
California
$286M 1,533,549 +1,533,549 New
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$260M 1,410,580 -72,420 -5%
SCA
17
Southpoint Capital Advisors
New York
$226M 1,225,000 -175,000 -13%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$221M 1,197,235 +56,855 +5%
Artisan Partners
19
Artisan Partners
Wisconsin
$219M 1,186,703 -334,125 -22%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$212M 1,147,969 +412,192 +56%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$210M 1,140,087 -297,745 -21%
ECU
22
Egerton Capital (UK)
United Kingdom
$205M 1,111,310 +311,849 +39%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$198M 1,076,786 +15,708 +1%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$178M 965,992 -61,286 -6%
DPCM
25
Darlington Partners Capital Management
California
$167M 903,866 +250,600 +38%
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