LPL Financial
LPLA
583 hedge funds and large institutions have $17.2B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 203 increasing their positions, 217 reducing their positions, and 39 closing their positions.
141% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 39
30% more funds holding in top 10
Funds holding in top 10: 20 → 26 (+6)
24% more call options, than puts
Call options by funds: $37M | Put options by funds: $29.8M
14% more capital invested
Capital invested by funds: $15.1B → $17.2B (+$2.12B)
9% more funds holding
Funds holding: 533 → 583 (+50)
6% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 217
3.53% less ownership
Funds ownership: 102.22% → 98.69% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$183M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$165M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$107M |
| 4 |
Millennium Management
New York
|
+$83.6M |
| 5 |
BlackRock
New York
|
+$72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$293M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$147M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$117M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
-$117M |
| 5 |
SC
Samlyn Capital
New York
|
-$98.8M |
LPLA Hedge Fund Activity: Q3 2022 in Review
583 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2022, worth a combined $17.2B — up 14% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new LPLA positions and 39 closed out — a net gain of 55 holders — while 203 added to existing stakes and 217 trimmed.
The largest buyer was WCM Investment Management, adding an estimated $183M. The largest seller was Janus Henderson Group, cutting an estimated $293M.
- 583 institutional investors held LPL Financial (LPLA) as of Q3 2022, up from 533 in Q2 2022.
- Funds reported $17.2B of LPL Financial stock for Q3 2022, up 14% quarter-over-quarter.
- 94 funds opened new LPL Financial positions in Q3 2022 and 39 closed out, a net change of +55 holders.
- The largest LPL Financial buyer in Q3 2022 was WCM Investment Management, an estimated $183M added.
- The largest LPL Financial seller in Q3 2022 was Janus Henderson Group, an estimated $293M sold.
Based on aggregated 13F filings for Q3 2022.