Handelsbanken Fonder
HLI icon

Handelsbanken Fonder’s Houlihan Lokey HLI Stock Holding History

Handelsbanken Fonder’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 		$29.5M Sell
219,632
-40,926
-16% -$6.04M 0.08% 204
2026
Q1 		$37.4M Sell
260,558
-52,900
-17% -$8.7M 0.12% 143
2025
Q4 		$54.6M Sell
313,458
-85,000
-21% -$15.6M 0.17% 112
2025
Q3 		$81.8M Buy
398,458
+50,000
+14% +$9.8M 0.26% 74
2025
Q2 		$62.7M Buy
348,458
+73,000
+27% +$12.3M 0.22% 92
2025
Q1 		$44.5M Buy
275,458
+262,000
+1,947% +$45M 0.18% 108
2024
Q4 		$2.34M Buy
13,458
+1,300
+11% +$229K 0.01% 613
2024
Q3 		$1.92M Buy
12,158
+2,400
+25% +$359K 0.01% 679
2024
Q2 		$1.32M Buy
9,758
+1,600
+20% +$209K 0.01% 723
2024
Q1 		$1.05M Hold
8,158
– – ﹤0.01% 825
2023
Q4 		$978K Hold
8,158
– – ﹤0.01% 810
2023
Q3 		$874K Hold
8,158
– – ﹤0.01% 784
2023
Q2 		$802K Hold
8,158
– – ﹤0.01% 830
2023
Q1 		$714K Hold
8,158
– – ﹤0.01% 828
2022
Q4 		$711K Hold
8,158
– – ﹤0.01% 777
2022
Q3 		$615K Hold
8,158
– – ﹤0.01% 850
2022
Q2 		$644K Sell
8,158
-1,300
-14% -$109K ﹤0.01% 876
2022
Q1 		$830K Hold
9,458
– – ﹤0.01% 873
2021
Q4 		$979K Hold
9,458
– – ﹤0.01% 909
2021
Q3 		$871K Hold
9,458
– – ﹤0.01% 985
2021
Q2 		$774K Buy
9,458
+2,100
+29% +$152K ﹤0.01% 1069
2021
Q1 		$489K Hold
7,358
– – ﹤0.01% 1209
2020
Q4 		$495K Hold
7,358
– – ﹤0.01% 1166
2020
Q3 		$434K Hold
7,358
– – ﹤0.01% 1057
2020
Q2 		$409K Buy
+7,358
New +$429K ﹤0.01% 1061

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder's HLI Position: Q2 2026 in Review

Handelsbanken Fonder reduced its Houlihan Lokey (HLI) stake by 16% in Q2 2026, selling an estimated $6.04M and leaving 219,632 shares worth $29.5M. The position accounts for 0.08% of the portfolio, ranked #204.

Handelsbanken Fonder first reported a position in HLI in Q2 2020 and has held it in 25 quarters since. The position peaked at $81.8M in Q3 2025. 165 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Handelsbanken Fonder held 219,632 shares of Houlihan Lokey worth $29.5M as of Q2 2026.
  • Handelsbanken Fonder sold 40,926 Houlihan Lokey shares in Q2 2026, an estimated $6.04M.
  • Houlihan Lokey made up 0.08% of Handelsbanken Fonder's portfolio in Q2 2026, its #204 holding.
  • Handelsbanken Fonder first reported a position in Houlihan Lokey in Q2 2020 and has held it in 25 quarters since.
  • Handelsbanken Fonder's Houlihan Lokey position peaked at $81.8M in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.