Houlihan Lokey (HLI) Fell on Slowdown in Restructuring Activity
Baron Capital, an investment management company, released its “Baron Financials ETF” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | BAMCO Inc. Ron Baron | 1,123,951 | $195,781,025 | -1% | 0.53% |
| 2. | AQR Capital Management Cliff Asness | 379,478 | $66,101,406 | +63% | 0.03% |
| 3. | Ancora Advisors Frederick Disanto | 280,261 | $48,818,670 | +2% | 1.01% |
| 4. | D E Shaw D. E. Shaw | 148,240 | $25,821,926 | +4692% | 0.01% |
| 5. | Tudor Investment Corp Paul Tudor Jones | 126,977 | $22,118,124 | +500% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $77.43 | 192 | $14,866.56 | 29,678 | 2022-06-16 | Filing | |
| $99.34 | 121 | $12,020.14 | 28,066 | 2022-03-16 | Filing | |
| $102.59 | 116 | $11,900.44 | 27,945 | 2021-12-16 | Filing | |
| $90.64 | 131 | $11,873.84 | 27,829 | 2021-09-16 | Filing | |
| $79.35 | 141 | $11,188.35 | 27,698 | 2021-06-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $143.40 | 500 | $71,700.00 | 0 | 2026-04-01 | Filing | |
| $170.86 | 5,000 | $854,300.00 | 27,982 | 2026-02-06 | Filing | |
| $174.17 | 500 | $87,085.00 | 0 | 2026-01-02 | Filing | |
| $202.75 | 6,811 | $1,380,930.25 | 0 | 2025-09-16 | Filing | |
| $196.22 | 500 | $98,110.00 | 0 | 2025-09-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 990 | $139,746 | 0.11% |