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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
2
WCM Investment Management
California
$518M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$604M
4
Capital World Investors
4
Capital World Investors
California
$110M
5
Millennium Management
5
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$129M
3
SCA
3
Southpoint Capital Advisors
New York
$147M
4
SC
4
Samlyn Capital
New York
$353M
5
Invesco
5
Invesco
Georgia
$364M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$2.52B 11,554,184 +4,399,033 +61%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.56B 7,121,019 +104,104 +1%
BlackRock
3
BlackRock
New York
$1.06B 4,836,280 +338,360 +8%
Capital Research Global Investors
4
Capital Research Global Investors
California
$604M 2,764,551 +777,500 +39%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$591M 2,705,495 +5,666 +0.2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$529M 2,422,695 -692,808 -22%
WCM Investment Management
7
WCM Investment Management
California
$518M 2,394,492 +860,943 +56%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$473M 2,166,991 -118,317 -5%
LPC
9
Lone Pine Capital
Connecticut
$433M 1,980,362 -308,789 -13%
CCP
10
Clarkston Capital Partners
Michigan
$407M 1,860,718 -171,115 -8%
AllianceBernstein
11
AllianceBernstein
Tennessee
$368M 1,685,460 -162,524 -9%
Invesco
12
Invesco
Georgia
$364M 1,666,926 -462,283 -22%
State Street
13
State Street
Massachusetts
$357M 1,633,513 +23,686 +1%
SC
14
Samlyn Capital
New York
$353M 1,617,269 -464,429 -22%
EAM
15
Eagle Asset Management
Florida
$329M 1,506,776 -202,419 -12%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$328M 1,499,815 +89,235 +6%
ECU
17
Egerton Capital (UK)
United Kingdom
$265M 1,214,524 +103,214 +9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$243M 1,113,477 +36,691 +3%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$243M 1,112,312 -84,923 -7%
Artisan Partners
20
Artisan Partners
Wisconsin
$206M 941,580 -245,123 -21%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$195M 894,483 -7,480 -0.8%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$168M 770,964 -195,028 -20%
Norges Bank
23
Norges Bank
Norway
$168M 768,692 +46,639 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$156M 715,375 -432,594 -38%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$151M 688,932 -125,754 -15%
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