SIM
HLI icon

Spark Investment Management’s Houlihan Lokey HLI Stock Holding History

Spark Investment 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
2018
Q2 		– Sell
-35,600
Closed -$1.59M – 684
2018
Q1 		$1.59M Sell
35,600
-18,800
-35% -$890K 0.1% 261
2017
Q4 		$2.47M Sell
54,400
-20,100
-27% -$860K 0.13% 226
2017
Q3 		$2.92M Sell
74,500
-48,000
-39% -$1.75M 0.16% 206
2017
Q2 		$4.28M Buy
122,500
+89,900
+276% +$3.05M 0.26% 122
2017
Q1 		$1.12M Buy
32,600
+18,900
+138% +$603K 0.07% 394
2016
Q4 		$426K Buy
+13,700
New +$372K 0.04% 513

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Spark Investment Management's HLI Position: Q2 2018 in Review

Spark Investment Management sold out of Houlihan Lokey (HLI) in Q2 2018, closing a stake of 35,600 shares — an estimated $1.59M sold.

Spark Investment Management first reported a position in HLI in Q4 2016 and held it in 6 quarters. The position peaked at $4.28M in Q2 2017. 191 funds tracked by Wall St. Rank hold HLI as of Q2 2018.

  • Spark Investment Management reported no remaining Houlihan Lokey position as of Q2 2018 after selling out during the quarter.
  • Spark Investment Management sold 35,600 Houlihan Lokey shares in Q2 2018, an estimated $1.59M.
  • Spark Investment Management first reported a position in Houlihan Lokey in Q4 2016 and held it in 6 quarters.
  • Spark Investment Management's Houlihan Lokey position peaked at $4.28M in Q2 2017.
  • 191 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2018.

Based on Spark Investment Management's 13F filing for Q2 2018, filed 8 Aug 2018.