Alyeska Investment Group
HLI icon

Alyeska Investment Group’s Houlihan Lokey HLI Stock Holding History

Alyeska Investment Group’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.55M Buy
+10,806
New +$1.78M ﹤0.01% 555
2018
Q3 		– Sell
-309,416
Closed -$15.8M – 451
2018
Q2 		$15.8M Buy
309,416
+84,416
+38% +$4.04M 0.15% 168
2018
Q1 		$10M Buy
+225,000
New +$10.6M 0.09% 223
2017
Q2 		– Sell
-204,959
Closed -$7.06M – 496
2017
Q1 		$7.06M Buy
+204,959
New +$6.54M 0.06% 280
2016
Q1 		– Sell
-198,648
Closed -$5.21M – 420
2015
Q4 		$5.21M Buy
198,648
+8,100
+4% +$185K 0.06% 257
2015
Q3 		$4.15M Buy
+190,548
New +$4.18M 0.05% 266

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return