Tracked funds
9Unique WSM-tracked managers; table rows may include common shares and optionsHLI
Ticker case file
HLI
HOULIHAN LOKEY INC
$138.43-0.72%NYQ
Politicians active
3Recent transactions disclosed via House Clerk / Senate eFD13F notional
$410.9M2026-03-31Top conviction
0.08%max % across any fund's portfolioThis page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.
13F filing
Funds holding this ticker
| Manager | 13F value | Conviction | Class | Option | Reported | SEC filing |
|---|---|---|---|---|---|---|
| FMR LLCOther | $122.9M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| ClearBridge Investments, LLCOther | $89.8M | 0.08% | SH | — | 2026-03-31 | SEC filing |
| Citadel Advisors LLCOther | $70.1M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| Jennison Associates LLCOther | $67.3M | 0.05% | SH | — | 2026-03-31 | SEC filing |
| Millennium Management LLCOther | $21.8M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| Balyasny Asset Management L.P.Other | $16.7M | 0.02% | SH | — | 2026-03-31 | SEC filing |
| Two Sigma Investments, LPOther | $15.3M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| Bridgewater Associates, LPOther | $3M | 0.01% | SH | — | 2026-03-31 | SEC filing |
| Point72 Asset Management, L.P.Other | $2.6M | 0.00% | SH | — | 2026-03-31 | SEC filing |
| Citadel Advisors LLCOther | $1.4M | 0.00% | SH | CALL | 2026-03-31 | SEC filing |
Politician
Politician PTR activity
| Public date | Politician | Action | Owner | Amount range | Filing |
|---|---|---|---|---|---|
| 2026-04-07 | Gilbert Cisneros HouseholdD · CA-31 | Purchase | Self | $1K–$15K | 20034285 |
| 2025-06-18 | Kelly Louise Morrison HouseholdD · MN-03 | Sale | Self | $1K–$15K | 20030475 |
| 2025-05-14 | Josh Gottheimer HouseholdD · NJ-05 | Sale (Partial) | Self | $1K–$15K | 20030338 |
Combined activity
13F filings + PTR transactions, newest first
- 13F filing2026-05-15FMR LLC · $122.9M↗
- 13F filing2026-05-15Citadel Advisors LLC · $70.1M↗
- 13F filing2026-05-15Millennium Management LLC · $21.8M↗
- 13F filing2026-05-15Balyasny Asset Management L.P. · $16.7M↗
- 13F filing2026-05-15Two Sigma Investments, LP · $15.3M↗
- 13F filing2026-05-15Bridgewater Associates, LP · $3M↗
- 13F filing2026-05-15Point72 Asset Management, L.P. · $2.6M↗
- 13F filing2026-05-15Citadel Advisors LLC · $1.4M↗
- 13F filing2026-05-13ClearBridge Investments, LLC · $89.8M↗
- 13F filing2026-05-06Jennison Associates LLC · $67.3M↗
- PTR2026-04-07Gilbert Cisneros Household · Purchase · $1K–$15K↗
- PTR2025-06-18Kelly Louise Morrison Household · Sale · $1K–$15K↗
- PTR2025-05-14Josh Gottheimer Household · Sale (Partial) · $1K–$15K↗
Often co-held with