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Houlihan Lokey
HLI

Overview Fund Activity

391 hedge funds and large institutions have $6.61B invested in Houlihan Lokey in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
5.73%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
87
Increased
125
Reduced
130
Closed
26
Calls
$8.72M
Puts
$1.01M
Net Calls
+$7.71M
Net Calls Change
+$3.22M

Top Buyers

1
BlackRock
BlackRock
New York
$637M
2
Morgan Stanley
Morgan Stanley
New York
$171M
3
State Street
State Street
Massachusetts
$181M
4
Capital International Investors
Capital International Investors
California
$95M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$215M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$100M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$266M
3
Millennium Management
Millennium Management
New York
$0
4
Franklin Resources
Franklin Resources
California
$37.9M
5
GKIM
GW&K Investment Management
Massachusetts
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
226
Federated Hermes
Pennsylvania
$581K +$581K +4,846 New
Allspring Global Investments
227
Allspring Global Investments
North Carolina
$574K -$954K -7,952 -62%
CG
228
Clifford Group
Massachusetts
$544K +$5.04K +42 +0.9%
RMC
229
Resources Management Corp
Connecticut
$536K -$18.6K -155 -3%
M&T Bank
230
M&T Bank
New York
$525K +$63.1K +526 +14%
HFS
231
Hantz Financial Services
Michigan
$525K +$3.12K +26 +0.6%
Two Sigma Investments
232
Two Sigma Investments
New York
$525K +$525K +4,375 New
SAM
233
Securian Asset Management
Minnesota
$522K +$522K +4,356 New
SIM
234
Studio Investment Management
Illinois
$521K -$98.1K -818 -16%
AWCI
235
Alpine Woods Capital Investors
New York
$516K -$68.3K -570 -12%
AWM
236
AE Wealth Management
Kansas
$496K +$159K +1,317 +47%
BCI
237
Brinker Capital Investments
Pennsylvania
$485K -$10.4K -89 -2%
OPS
238
Orion Portfolio Solutions
Nebraska
$485K -$10.4K -89 -2%
STA
239
Summit Trail Advisors
New York
$483K -$8.75K -73 -2%
CGH
240
Crossmark Global Holdings
Texas
$482K +$482K +4,018 New
MM
241
MQS Management
New York
$478K +$478K +3,983 New
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$471K – – –
YMRC
243
Yorktown Management & Research Company
Virginia
$462K – – –
CC
244
Centiva Capital
New York
$460K +$460K +3,833 New
IIM
245
INTECH Investment Management
Florida
$459K -$197K -1,646 -30%
BFG
246
Bleakley Financial Group
New Jersey
$453K +$2.52K +21 +0.6%
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$452K +$452K +3,766 New
SOW
248
State of Wyoming
Wyoming
$451K +$77.5K +646 +21%
SS
249
Simplicity Solutions
Minnesota
$444K -$6.84K -57 -2%
TI
250
Tidal Investments
Wisconsin
$441K +$441K +3,679 New
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