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HG Vora Capital Management’s LPL Financial LPLA Stock Holding History

HG Vora Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-800,000
Closed -$125M – 27
2021
Q3 		$125M Sell
800,000
-200,000
-20% -$28.7M 4.75% 8
2021
Q2 		$135M Buy
1,000,000
+200,000
+25% +$29.1M 6.09% 6
2021
Q1 		$114M Buy
800,000
+50,000
+7% +$6.38M 6.07% 8
2020
Q4 		$78.2M Hold
750,000
– – 6.06% 6
2020
Q3 		$57.5M Buy
+750,000
New +$59.6M 4.34% 9

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Samlyn Capital
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Eagle Asset Management
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

HG Vora Capital Management's LPLA Position: Q4 2021 in Review

HG Vora Capital Management sold out of LPL Financial (LPLA) in Q4 2021, closing a stake of 800,000 shares — an estimated $125M sold.

HG Vora Capital Management first reported a position in LPLA in Q3 2020 and held it in 5 quarters. The position peaked at $135M in Q2 2021. 434 funds tracked by Wall St. Rank hold LPLA as of Q4 2021.

  • HG Vora Capital Management reported no remaining LPL Financial position as of Q4 2021 after selling out during the quarter.
  • HG Vora Capital Management sold 800,000 LPL Financial shares in Q4 2021, an estimated $125M.
  • HG Vora Capital Management first reported a position in LPL Financial in Q3 2020 and held it in 5 quarters.
  • HG Vora Capital Management's LPL Financial position peaked at $135M in Q2 2021.
  • 434 funds tracked by Wall St. Rank held LPL Financial as of Q4 2021.

Based on HG Vora Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.