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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Magnetar Financial's HLI Position: Q1 2026 in Review

Magnetar Financial reduced its Houlihan Lokey (HLI) stake by 9.9% in Q1 2026, selling an estimated $78.5K and leaving 4,319 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #587.

Magnetar Financial first reported a position in HLI in Q2 2020 and has held it in 8 quarters since. The position peaked at $8.24M in Q2 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Magnetar Financial held 4,319 shares of Houlihan Lokey worth $620K as of Q1 2026.
Magnetar Financial sold 477 Houlihan Lokey shares in Q1 2026, an estimated $78.5K.
Houlihan Lokey made up 0.01% of Magnetar Financial's portfolio in Q1 2026, its #587 holding.
Magnetar Financial first reported a position in Houlihan Lokey in Q2 2020 and has held it in 8 quarters since.
Magnetar Financial's Houlihan Lokey position peaked at $8.24M in Q2 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Magnetar Financial's 13F filing for Q1 2026, filed 13 May 2026.