HLI
Houlihan Lokey, Inc. · Financial Services · Investment - Banking & Investment Services
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.7% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | -6 | 40.18M | $5.39B | +3 | −9 |
| Q1 2026 | 130 | +1 | 37.89M | $5.44B | +9 | −9 |
| Q4 2025 | 129 | +2 | 40.17M | $7.00B | +4 | −1 |
| Q3 2025 | 16 | -2 | 18.93M | $3.89B | — | −3 |
| Q2 2025 | 16 | +1 | 18.23M | $3.28B | +2 | −1 |
| Q1 2025 | 12 | 0 | 5.39M | $870.85M | +1 | −1 |
| Q4 2024 | 12 | -1 | 5.30M | $920.77M | +1 | −2 |
| Q3 2024 | 12 | +2 | 4.02M | $635.52M | +2 | — |
| Q2 2024 | 10 | — | 4.21M | $567.45M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passief) | 1.74M | +2.3% | $280.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.40M | -7.0% | $225.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.40M | -7.0% | $225.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.40M | -7.0% | $225.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.40M | -7.0% | $225.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.40M | -7.0% | $225.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.40M | -7.0% | $225.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.40M | -7.0% | $225.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passief) | 1.02M | +5.6% | $164.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passief) | 1.02M | +5.6% | $164.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Norges Bank ✦ (passief) | 673.96K | +2.6% | $108.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 150.70K | +307.3% | $24.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Millennium Management ✦ | 117.42K | Nieuw | $18.96M | 0.0% | New | 1 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 114.42K | -4.9% | $18.48M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 94.79K | -61.8% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 35.97K | +6.4% | $5.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 29.65K | +50.0% | $4.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 29.65K | +50.0% | $4.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 29.65K | +50.0% | $4.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 29.65K | +50.0% | $4.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 19.55K | +501.9% | $3.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 5.00K | -62.9% | $806,693 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 5.00K | -62.9% | $806,693 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Millennium Management | $18.96M | 0.0% |
Verlaten
| Bridgewater Associates | $1.08M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 538 houders, 54.50M aandelen, $7.34B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.