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Bridgewater Associates’s Houlihan Lokey HLI Stock Holding History

Bridgewater Associates’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
Q1 		$2.95M Buy
20,549
+16,951
+471% +$2.79M 0.01% 560
2025
Q4 		$627K Buy
+3,598
New +$660K ﹤0.01% 944
2025
Q1 		– Sell
-6,237
Closed -$1.08M – 732
2024
Q4 		$1.08M Sell
6,237
-512
-8% -$90.2K 0.01% 498
2024
Q3 		$1.07M Buy
6,749
+267
+4% +$39.9K 0.01% 593
2024
Q2 		$874K Buy
+6,482
New +$848K ﹤0.01% 685
2024
Q1 		– Sell
-14,377
Closed -$1.72M – 738
2023
Q4 		$1.72M Buy
14,377
+1,443
+11% +$156K 0.01% 542
2023
Q3 		$1.39M Buy
+12,934
New +$1.33M 0.01% 560

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return