Magnetar Financial’s Houlihan Lokey HLI Stock Holding History

Magnetar Financial’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	-4,319	Closed	-$620K	–	1297
2026 Q1	$620K	Sell	4,319 -477	-10%	-$78.5K	0.01%	587
2025 Q4	$835K	Buy	+4,796	New	+$880K	0.01%	470
2025 Q3	–	Sell	-45,784	Closed	-$8.24M	–	1018
2025 Q2	$8.24M	Buy	45,784 +27,492	+150%	+$4.62M	0.04%	169
2025 Q1	$2.95M	Buy	18,292 +1,285	+8%	+$221K	0.04%	231
2024 Q4	$2.95M	Buy	+17,007	New	+$2.99M	0.07%	187
2022 Q2	–	Sell	-48,295	Closed	-$4.24M	–	1739
2022 Q1	$4.24M	Buy	+48,295	New	+$4.97M	0.05%	426
2021 Q2	–	Sell	-8,828	Closed	-$587K	–	1276
2021 Q1	$587K	Buy	+8,828	New	+$596K	0.01%	796
2020 Q3	–	Sell	-8,182	Closed	-$455K	–	682
2020 Q2	$455K	Buy	+8,182	New	+$477K	0.01%	281

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Magnetar Financial's HLI Position: Q2 2026 in Review

Magnetar Financial sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 4,319 shares — an estimated $620K sold.

Magnetar Financial first reported a position in HLI in Q2 2020 and held it in 8 quarters. The position peaked at $8.24M in Q2 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Magnetar Financial reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
Magnetar Financial sold 4,319 Houlihan Lokey shares in Q2 2026, an estimated $620K.
Magnetar Financial first reported a position in Houlihan Lokey in Q2 2020 and held it in 8 quarters.
Magnetar Financial's Houlihan Lokey position peaked at $8.24M in Q2 2025.
518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Magnetar Financial's 13F filing for Q2 2026, filed 14 Aug 2026.