Balyasny Asset Management
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Balyasny Asset Management’s Houlihan Lokey HLI Stock Holding History

Balyasny Asset 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
2026
Q2 		– Sell
-116,331
Closed -$16.7M – 3207
2026
Q1 		$16.7M Buy
+116,331
New +$19.1M 0.02% 763
2025
Q1 		– Sell
-127,782
Closed -$22.2M – 2993
2024
Q4 		$22.2M Buy
+127,782
New +$22.5M 0.03% 613
2023
Q4 		– Sell
-31,694
Closed -$3.4M – 2659
2023
Q3 		$3.4M Buy
+31,694
New +$3.27M 0.01% 1231
2023
Q2 		– Sell
-28,567
Closed -$2.5M – 2492
2023
Q1 		$2.5M Buy
28,567
+28,042
+5,341% +$2.64M 0.01% 1379
2022
Q4 		$45.8K Sell
525
-42,622
-99% -$3.83M ﹤0.01% 2358
2022
Q3 		$3.25M Buy
43,147
+7,689
+22% +$623K 0.01% 1233
2022
Q2 		$2.8M Buy
+35,458
New +$2.96M 0.01% 1229
2021
Q3 		– Sell
-15,076
Closed -$1.23M – 2136
2021
Q2 		$1.23M Buy
+15,076
New +$1.09M 0.01% 1189
2021
Q1 		– Sell
-14,675
Closed -$987K – 1897
2020
Q4 		$987K Buy
+14,675
New +$951K 0.01% 1023
2020
Q2 		– Sell
-17,925
Closed -$934K – 1283
2020
Q1 		$934K Sell
17,925
-118,642
-87% -$6.15M 0.01% 773
2019
Q4 		$6.67M Buy
+136,567
New +$6.44M 0.04% 524
2018
Q4 		– Sell
-163,477
Closed -$7.34M – 1534
2018
Q3 		$7.34M Buy
163,477
+108,314
+196% +$5.25M 0.03% 585
2018
Q2 		$2.83M Buy
55,163
+36,220
+191% +$1.73M 0.01% 825
2018
Q1 		$845K Buy
+18,943
New +$897K ﹤0.01% 1281
2017
Q4 		– Sell
-5,600
Closed -$219K – 2154
2017
Q3 		$219K Buy
+5,600
New +$205K ﹤0.01% 1668
2016
Q2 		– Sell
-94,424
Closed -$2.35M – 1280
2016
Q1 		$2.35M Sell
94,424
-94,581
-50% -$2.3M 0.01% 667
2015
Q4 		$4.95M Sell
189,005
-12,671
-6% -$289K 0.03% 500
2015
Q3 		$4.4M Buy
+201,676
New +$4.42M 0.03% 549

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Balyasny Asset Management's HLI Position: Q2 2026 in Review

Balyasny Asset Management sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 116,331 shares — an estimated $16.7M sold.

Balyasny Asset Management first reported a position in HLI in Q3 2015 and held it in 18 quarters. The position peaked at $22.2M in Q4 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Balyasny Asset Management reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 116,331 Houlihan Lokey shares in Q2 2026, an estimated $16.7M.
  • Balyasny Asset Management first reported a position in Houlihan Lokey in Q3 2015 and held it in 18 quarters.
  • Balyasny Asset Management's Houlihan Lokey position peaked at $22.2M in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.