HOULIHAN LOKEY INC (HLI) Stock Institutional Trading Activity


HOULIHAN LOKEY INC (HLI) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Sequoia Financial Advisors, First Eagle U.S. Value, Polen Capital Management, and Hancock Classic Value. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Renaissance Technologies LLCSell-155,6007,100$1,236,749
Q3 2025First Eagle U.S. ValueSell-7944,202$862,755
Q3 2025Sequoia Financial AdvisorsBuy2,4607,365$1,512,182
Q3 2025Renaissance Technologies LLCSell-73,400162,700$33,405,564
Q2 2025Polen Capital ManagementSell-29,7402,555$459,772
Q2 2025Sequoia Financial AdvisorsBuy3,7444,905$882,655
Q2 2025First Eagle U.S. ValueBuy7994,996$899,030
Q2 2025Renaissance Technologies LLCBuy85,400236,100$42,486,195
Q1 2025First Eagle U.S. ValueSell-1004,197$677,816
Q1 2025Polen Capital ManagementSell-3,70432,295$5,215,639
Q1 2025Renaissance Technologies LLCBuy113,700150,700$24,338,050
Q4 2024Sequoia Financial AdvisorsBuy1,1611,161$201,621
Q4 2024First Eagle U.S. ValueBuy504,297$746,217
Q4 2024Polen Capital ManagementSell-32,31235,999$6,251,650
Q4 2024Renaissance Technologies LLCSell-19,90037,000$6,425,420
Q3 2024Hancock Classic ValueSell-1,1342,329$368,029
Q3 2024First Eagle U.S. ValueBuy3,9644,247$671,111
Q3 2024Renaissance Technologies LLCBuy51,60056,900$8,991,338
Q3 2024Polen Capital ManagementSell-14,06568,311$10,794,572
Q2 2024Hancock Classic ValueBuy1,5643,463$467,020
Q2 2024Renaissance Technologies LLCSell-19,7005,300$714,758
Q2 2024Polen Capital ManagementSell-7,64682,376$11,109,213
Q1 2024Renaissance Technologies LLCSell-8,70025,000$3,205
Q1 2024Hancock Classic ValueSell-6621,899$243,433
Q1 2024Polen Capital ManagementSell-37,27690,022$11,539,947
Q4 2023Renaissance Technologies LLCSell-24,20033,700$4,041
Q4 2023Polen Capital ManagementSell-1,669127,298$67,858,652
Q3 2023Polen Capital ManagementSell-1,925128,967$13,814,983
Q2 2023Renaissance Technologies LLCSell-1,60057,900$5,692
Q2 2023Polen Capital ManagementSell-6,689130,892$12,868,020

Frequently asked questions about HLI activity

  • Which institutional owners are buying HLI?

    Institutional owners buying HLI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HLI activity?

    "Buy" means an investor increased their reported position in HLI compared to the prior reporting period. This reflects growing exposure to HOULIHAN LOKEY INC (HLI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HLI increasing?

    Institutional interest in HLI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.