Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AFNAS
American Financial Network Advisory Services’s
Houlihan Lokey
HLI
Stock Holding History
American Financial Network Advisory Services’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
2019
Q1
–
Sell
-13,874
Closed
-$511K
–
157
2018
Q4
$511K
Sell
13,874
-1,052
-7%
-$42.9K
0.37%
85
2018
Q3
$671K
Buy
14,926
+14,713
+6,908%
+$713K
0.36%
86
2018
Q2
$727
Buy
213
+4
+2%
+$191
0.4%
78
2018
Q1
$577
Buy
+209
New
+$9.89K
0.3%
92
Other funds holding HLI
OCU
ORIX Corporation USA
Dallas, Texas
$2.31M AUM
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close