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Richard Pzena’s Houlihan Lokey HLI Stock Holding History

Richard Pzena’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
2024
Q4 		– Sell
-2,329
Closed -$368K – 158
2024
Q3 		$368K Sell
2,329
-1,134
-33% -$169K ﹤0.01% 147
2024
Q2 		$467K Buy
3,463
+1,564
+82% +$205K ﹤0.01% 145
2024
Q1 		$243K Buy
+1,899
New +$235K ﹤0.01% 156
2023
Q1 		– Sell
-2,561
Closed -$223K – 169
2022
Q4 		$223K Buy
+2,561
New +$230K ﹤0.01% 172

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Richard Pzena's HLI Position: Q4 2024 in Review

Richard Pzena sold out of Houlihan Lokey (HLI) in Q4 2024, closing a stake of 2,329 shares — an estimated $368K sold.

Richard Pzena first reported a position in HLI in Q4 2022 and held it in 4 quarters. The position peaked at $467K in Q2 2024. 506 funds tracked by Wall St. Rank hold HLI as of Q4 2024.

  • Richard Pzena reported no remaining Houlihan Lokey position as of Q4 2024 after selling out during the quarter.
  • Richard Pzena sold 2,329 Houlihan Lokey shares in Q4 2024, an estimated $368K.
  • Richard Pzena first reported a position in Houlihan Lokey in Q4 2022 and held it in 4 quarters.
  • Richard Pzena's Houlihan Lokey position peaked at $467K in Q2 2024.
  • 506 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2024.

Based on Pzena Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.