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Lombard Odier Asset Management (Europe)’s Houlihan Lokey HLI Stock Holding History

Lombard Odier Asset Management (Europe)’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
Q1 		– Sell
-3,355
Closed -$292K – 281
2022
Q4 		$292K Buy
3,355
+433
+15% +$38.9K 0.01% 263
2022
Q3 		$220K Buy
+2,922
New +$237K 0.01% 274
2022
Q2 		– Sell
-118,500
Closed -$10.4M – 259
2022
Q1 		$10.4M Buy
+118,500
New +$12.2M 0.4% 93

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Lombard Odier Asset Management (Europe)'s HLI Position: Q1 2023 in Review

Lombard Odier Asset Management (Europe) sold out of Houlihan Lokey (HLI) in Q1 2023, closing a stake of 3,355 shares — an estimated $292K sold.

Lombard Odier Asset Management (Europe) first reported a position in HLI in Q1 2022 and held it in 3 quarters. The position peaked at $10.4M in Q1 2022. 328 funds tracked by Wall St. Rank hold HLI as of Q1 2023.

  • Lombard Odier Asset Management (Europe) reported no remaining Houlihan Lokey position as of Q1 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (Europe) sold 3,355 Houlihan Lokey shares in Q1 2023, an estimated $292K.
  • Lombard Odier Asset Management (Europe) first reported a position in Houlihan Lokey in Q1 2022 and held it in 3 quarters.
  • Lombard Odier Asset Management (Europe)'s Houlihan Lokey position peaked at $10.4M in Q1 2022.
  • 328 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2023.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q1 2023, filed 15 May 2023.