Novem Group’s Houlihan Lokey HLI Stock Holding History

Novem Group’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
2025 Q2	–	Sell	-5,432	Closed	-$877K	–	419
2025 Q1	$877K	Buy	5,432 +1,433	+36%	+$246K	0.12%	164
2024 Q4	$694K	Buy	+3,999	New	+$704K	0.1%	188

Other funds holding HLI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Novem Group's HLI Position: Q2 2025 in Review

Novem Group sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 5,432 shares — an estimated $877K sold.

Novem Group first reported a position in HLI in Q4 2024 and held it in 2 quarters. The position peaked at $877K in Q1 2025. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

Novem Group reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
Novem Group sold 5,432 Houlihan Lokey shares in Q2 2025, an estimated $877K.
Novem Group first reported a position in Houlihan Lokey in Q4 2024 and held it in 2 quarters.
Novem Group's Houlihan Lokey position peaked at $877K in Q1 2025.
549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Novem Group's 13F filing for Q2 2025, filed 16 Jul 2025.