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HBK Investments’s Houlihan Lokey HLI Stock Holding History

HBK Investments’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
2023
Q2 		– Sell
-22,512
Closed -$1.97M – 428
2023
Q1 		$1.97M Buy
+22,512
New +$2.12M 0.01% 166
2019
Q1 		– Sell
-17,000
Closed -$626K – 1180
2018
Q4 		$626K Buy
17,000
+10,500
+162% +$428K 0.01% 830
2018
Q3 		$292K Buy
6,500
+226
+4% +$10.9K ﹤0.01% 1056
2018
Q2 		$321K Sell
6,274
-16,026
-72% -$766K ﹤0.01% 897
2018
Q1 		$995K Buy
+22,300
New +$1.06M 0.01% 625
2017
Q3 		– Sell
-7,077
Closed -$247K – 1056
2017
Q2 		$247K Buy
+7,077
New +$240K ﹤0.01% 849

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

HBK Investments's HLI Position: Q2 2023 in Review

HBK Investments sold out of Houlihan Lokey (HLI) in Q2 2023, closing a stake of 22,512 shares — an estimated $1.97M sold.

HBK Investments first reported a position in HLI in Q2 2017 and held it in 6 quarters. The position peaked at $1.97M in Q1 2023. 330 funds tracked by Wall St. Rank hold HLI as of Q2 2023.

  • HBK Investments reported no remaining Houlihan Lokey position as of Q2 2023 after selling out during the quarter.
  • HBK Investments sold 22,512 Houlihan Lokey shares in Q2 2023, an estimated $1.97M.
  • HBK Investments first reported a position in Houlihan Lokey in Q2 2017 and held it in 6 quarters.
  • HBK Investments's Houlihan Lokey position peaked at $1.97M in Q1 2023.
  • 330 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2023.

Based on HBK Investments's 13F filing for Q2 2023, filed 14 Aug 2023.