Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,963,529
New position
Shares Held
14,639
first reported quarter
Ownership
0.021%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#191
of 514 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Polar Asset Management Partners Inc. holds $21,163,317 across 7 Capital Markets names. HLI ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
144,804 | $13,361,065 | |
| 2 | SF |
Stifel Financial Corp
|
34,713 | $2,421,926 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
42,909 | $2,144,591 | |
| 4 | HLI |
Houlihan Lokey, Inc.
This page
|
14,639 | $1,963,529 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
3,736 | $1,052,356 | |
| 6 | USDE |
StableCoinX Inc.
|
335,000 | $137,350 | |
| 7 | BRR |
ProCap Financial, Inc.
|
375,000 | $82,500 |
All Filings in HLI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,963,529 | 14,639 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||