HOULIHAN LOKEY INC (HLI) Institutional Ownership Changes & 13F Activity

HOULIHAN LOKEY INC (HLI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, First Eagle U.S. Value, Renaissance Technologies LLC, Polen Capital Management, and Hancock Classic Value.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2023Polen Capital ManagementSell-1,669127,298$67,858,652
Q3 2023Polen Capital ManagementSell-1,925128,967$13,814,983
Q2 2023Polen Capital ManagementSell-6,689130,892$12,868,020
Q2 2023Renaissance Technologies LLCSell-1,60057,900$5,692
Q1 2023Polen Capital ManagementSell-3,682137,581$12,037,027
Q4 2022Polen Capital ManagementSell-18,833141,263$12,312,483
Q4 2022Renaissance Technologies LLCBuy9,50059,500$5,186
Q4 2022Hancock Classic ValueBuy2,5612,561$223,217
Q3 2022Polen Capital ManagementBuy14,041160,096$12,068
Q3 2022Renaissance Technologies LLCSell-2,90050,000$3,769
Q3 2022Ariel Appreciation FundBuy1,846144,158$10,866
Q2 2022Renaissance Technologies LLCSell-82,20052,900$4,175
Q2 2022Polen Capital ManagementSell-28,562146,055$11,528
Q2 2022Ariel Appreciation FundBuy16,195142,312$11,232
Q1 2022Renaissance Technologies LLCBuy34,400135,100$11,862
Q1 2022Polen Capital ManagementSell-7,524174,617$15,331
Q1 2022Ariel Appreciation FundBuy776126,117$11,073
Q4 2021Ariel Appreciation FundSell-184,468125,341$12,975
Q4 2021Polen Capital ManagementBuy36,745182,141$18,855
Q4 2021Renaissance Technologies LLCBuy28,200100,700$10,424
Q3 2021Renaissance Technologies LLCSell-142,20072,500$6,677
Q3 2021Ariel Appreciation FundSell-95,894309,809$28,533
Q3 2021Polen Capital ManagementBuy10,714145,396$13,391
Q2 2021Renaissance Technologies LLCBuy124,700214,700$17,560
Q2 2021Polen Capital ManagementBuy8,401134,682$11,016
Q2 2021Ariel Appreciation FundBuy7,266405,703$33,182
Q2 2021First Eagle U.S. ValueBuy283283$23
Q1 2021Polen Capital ManagementBuy21,946126,281$8,399
Q1 2021Renaissance Technologies LLCBuy9,60090,000$5,986
Q1 2021Ariel Appreciation FundBuy206398,437$26,500

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.

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