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Clinton Group’s Houlihan Lokey HLI Stock Holding History

Clinton 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
2017
Q3 		– Sell
-8,308
Closed -$290K – 470
2017
Q2 		$290K Sell
8,308
-27,426
-77% -$931K 0.03% 476
2017
Q1 		$1.23M Buy
35,734
+20,095
+128% +$641K 0.07% 381
2016
Q4 		$487K Buy
+15,639
New +$424K 0.03% 581

Other funds holding HLI

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Clinton Group's HLI Position: Q3 2017 in Review

Clinton Group sold out of Houlihan Lokey (HLI) in Q3 2017, closing a stake of 8,308 shares — an estimated $290K sold.

Clinton Group first reported a position in HLI in Q4 2016 and held it in 3 quarters. The position peaked at $1.23M in Q1 2017. 126 funds tracked by Wall St. Rank hold HLI as of Q3 2017.

  • Clinton Group reported no remaining Houlihan Lokey position as of Q3 2017 after selling out during the quarter.
  • Clinton Group sold 8,308 Houlihan Lokey shares in Q3 2017, an estimated $290K.
  • Clinton Group first reported a position in Houlihan Lokey in Q4 2016 and held it in 3 quarters.
  • Clinton Group's Houlihan Lokey position peaked at $1.23M in Q1 2017.
  • 126 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2017.

Based on Clinton Group's 13F filing for Q3 2017, filed 14 Nov 2017.