HI
HLI icon

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 – 474
2023
Q1 		$1.97M Buy
+22,512
New +$2.12M 0.07% 166
2019
Q1 		– Sell
-17,000
Closed -$626K – 1193
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 – 1059
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 $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return