HLI · Financial Services
HOULIHAN LOKEY INC
Smart-money confidence
· 1 of 3 sources firing
Weak — few signals
No standout activity across the feeds we track.
Hedge funds
38
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
◆ Next steps
Interested in HOULIHAN LOKEY INC? Here's what to do with it.
◇
Compare with other stocks
Sort 7,111 stocks by confidence, holders, or Congress signal
◈
Backtest the strategy
See how the model has done historically before you commit real money
✉
Get the weekly digest
One email on Sunday · what changed in the model this week
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$9.6B
Industry
Capital Markets
Sector
Financial Services
Exchange
NYSE
About HOULIHAN LOKEY INC
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide. The company operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). The CF segment offers general financial advisory services; and advises public and private institutions, including financial sponsors on buy-side and sell-side M&A transactions, debt and equity financings in both the private and public markets,…
Who's behind the signal
Every informed buyer we can see on HLI, across all three feeds.
Hedge funds · 7
Point72 (Steve Cohen)
New position
Bridgewater Associates (Dalio)
New position
Tudor Investment (Paul Tudor Jones)
Increased +500%
AQR Capital Management
Increased +62%
D.E. Shaw & Co
Increased +4691%
Millennium Management (Englander)
Increased +16%
+1 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 1
Every disclosed buy & sell on record — STOCK Act filings
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2026-06-18 | Michael McCaul · R-TX | House | SOLD | $1,001 - $15,000 |
Not a model pick — but on our radar.
HOULIHAN LOKEY INC isn't in the top-10 model right now, but 7 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
7
Investors
2
New positions
4
Increasing
1
Decreasing
0
Unchanged
Price History
Loading price data...
Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.3×
% of portfolio
0.0%
Position change
NEW
0.0% of Bridgewater Associates's portfolio
Trust weight: 1.2×
% of portfolio
0.1%
Position change
+500%
0.1% of Tudor Investment's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+62%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+4691%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+16%
0.0% of Millennium Management's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−7%
0.0% of Citadel Advisors's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to HOULIHAN LOKEY INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell HOULIHAN LOKEY INC or any security.
Get the Weekly Update
Every Sunday, we'll send you what Buffett, Dalio, Ackman and 47 other legendary investors are buying — free, straight from their SEC filings.
Free forever · No spam · Unsubscribe anytime