Laurion Capital Management’s Houlihan Lokey HLI Stock Holding History

Laurion Capital Management’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 Q3	–	Sell	-8,618	Closed	-$847K	–	559
2023 Q2	$847K	Buy	+8,618	New	+$780K	﹤0.01%	383
2020 Q3	–	Sell	-60,743	Closed	-$3.38M	–	966
2020 Q2	$3.38M	Buy	+60,743	New	+$3.54M	0.04%	269
2018 Q3	–	Sell	-72,288	Closed	-$3.7M	–	1338
2018 Q2	$3.7M	Sell	72,288 -279,398	-79%	-$13.4M	0.03%	431
2018 Q1	$15.7M	Sell	351,686 -196,214	-36%	-$9.29M	0.13%	171
2017 Q4	$24.9M	Buy	+547,900	New	+$23.4M	0.13%	179
2017 Q3	–	Sell	-12,703	Closed	-$443K	–	1702
2017 Q2	$443K	Buy	+12,703	New	+$431K	﹤0.01%	1302

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Laurion Capital Management's HLI Position: Q3 2023 in Review

Laurion Capital Management sold out of Houlihan Lokey (HLI) in Q3 2023, closing a stake of 8,618 shares — an estimated $847K sold.

Laurion Capital Management first reported a position in HLI in Q2 2017 and held it in 6 quarters. The position peaked at $24.9M in Q4 2017. 337 funds tracked by Wall St. Rank hold HLI as of Q3 2023.

Laurion Capital Management reported no remaining Houlihan Lokey position as of Q3 2023 after selling out during the quarter.
Laurion Capital Management sold 8,618 Houlihan Lokey shares in Q3 2023, an estimated $847K.
Laurion Capital Management first reported a position in Houlihan Lokey in Q2 2017 and held it in 6 quarters.
Laurion Capital Management's Houlihan Lokey position peaked at $24.9M in Q4 2017.
337 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2023.

Based on Laurion Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.