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LPL Financial
LPLA

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 261 reducing their positions, and 61 closing their positions.

Holders
625
Holders Change
+48
Holders Change %
+8.32%
% of All Funds
10.09%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
195
Reduced
261
Closed
61
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.36B
2
GQG Partners
2
GQG Partners
Florida
$172M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$179M
4
Goldman Sachs
4
Goldman Sachs
New York
$212M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.64B

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$749M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$382M
3
Invesco
3
Invesco
Georgia
$145M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$330M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$436M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.64B 7,568,439 +447,420 +6%
BlackRock
2
BlackRock
New York
$1.36B 6,292,308 +1,456,028 +30%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$749M 3,462,824 -8,091,360 -70%
WCM Investment Management
4
WCM Investment Management
California
$553M 2,556,276 +161,784 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$480M 2,220,463 +53,472 +2%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$436M 2,018,836 -686,659 -25%
LPC
7
Lone Pine Capital
Connecticut
$434M 2,007,322 +26,960 +1%
Capital Research Global Investors
8
Capital Research Global Investors
California
$382M 1,767,756 -996,795 -36%
State Street
9
State Street
Massachusetts
$354M 1,639,477 +5,964 +0.4%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$330M 1,524,273 -898,422 -37%
CCP
11
Clarkston Capital Partners
Michigan
$318M 1,471,471 -389,247 -21%
SC
12
Samlyn Capital
New York
$301M 1,392,515 -224,754 -14%
AllianceBernstein
13
AllianceBernstein
Tennessee
$291M 1,348,036 -337,424 -20%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$286M 1,325,660 +212,183 +19%
ECU
15
Egerton Capital (UK)
United Kingdom
$266M 1,228,244 +13,720 +1%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$261M 1,209,044 -290,771 -19%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$233M 1,077,619 -34,693 -3%
Norges Bank
18
Norges Bank
Norway
$218M 1,007,537 +238,845 +31%
Goldman Sachs
19
Goldman Sachs
New York
$212M 978,492 +457,596 +88%
EAM
20
Eagle Asset Management
Florida
$200M 922,287 -584,489 -39%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$179M 825,870 +750,254 +992%
GQG Partners
22
GQG Partners
Florida
$172M 793,926 +793,926 New
Millennium Management
23
Millennium Management
New York
$159M 733,703 +333,987 +84%
Aberdeen Group
24
Aberdeen Group
United Kingdom
$152M 702,589 +15,475 +2%
Morgan Stanley
25
Morgan Stanley
New York
$150M 694,425 +239,867 +53%
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