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Houlihan Lokey
HLI

Overview Fund Activity

399 hedge funds and large institutions have $6.81B invested in Houlihan Lokey in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+8
Holders Change %
+2.05%
% of All Funds
5.78%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
54
Increased
135
Reduced
157
Closed
42
Calls
$6.08M
Puts
$128K
Net Calls
+$5.95M
Net Calls Change
-$1.76M

Top Buyers

1
EAM
Eagle Asset Management
Florida
$58.2M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$391M
3
Jennison Associates
Jennison Associates
New York
$44.5M
4
Invesco
Invesco
Georgia
$36.4M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$95.2M
2
BlackRock
BlackRock
New York
$638M
3
Ameriprise
Ameriprise
Minnesota
$116M
4
Jane Street
Jane Street
New York
$0
5
BAM
Burgundy Asset Management
Ontario, Canada
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
226
Caprock Group
Idaho
$568K -$56.3K -439 -9%
QC
227
Quadrature Capital
United Kingdom
$553K -$938K -7,319 -63%
State of Wisconsin Investment Board
228
State of Wisconsin Investment Board
Wisconsin
$551K -$74.1K -578 -12%
M&T Bank
229
M&T Bank
New York
$549K -$12.2K -95 -2%
SAM
230
Securian Asset Management
Minnesota
$546K -$12.8K -100 -2%
BFG
231
Bleakley Financial Group
New Jersey
$530K +$45.3K +353 +9%
AWCI
232
Alpine Woods Capital Investors
New York
$526K -$21.9K -172 -4%
ET
233
Entropy Technologies
New York
$524K -$540K -4,213 -51%
CGH
234
Crossmark Global Holdings
Texas
$523K +$7.95K +62 +2%
SW
235
Simplicity Wealth
New Jersey
$518K +$518K +4,040 New
STA
236
Summit Trail Advisors
New York
$505K -$11.2K -87 -2%
ET
237
Equitable Trust
Tennessee
$499K -$455K -3,547 -48%
DWM
238
Dynasty Wealth Management
Florida
$495K +$495K +3,865 New
YMRC
239
Yorktown Management & Research Company
Virginia
$494K – – –
MSRPS
240
Maryland State Retirement & Pension System
Maryland
$485K – – –
HFS
241
Hantz Financial Services
Michigan
$431K -$130K -1,013 -23%
BCI
242
Brinker Capital Investments
Pennsylvania
$427K -$105K -821 -20%
OPS
243
Orion Portfolio Solutions
Nebraska
$427K -$105K -821 -20%
Creative Planning
244
Creative Planning
Kansas
$418K +$47.3K +369 +13%
WA
245
Wealth Alliance
New York
$410K -$46K -359 -10%
PAG
246
Private Advisor Group
New Jersey
$410K -$256 -2 -0.1%
FBT
247
First Bank & Trust
South Dakota
$398K – – –
EGM
248
Engineers Gate Manager
New York
$398K +$398K +3,105 New
CA
249
Cetera Advisors
Colorado
$386K +$142K +1,105 +58%
CIS
250
Custom Index Systems
New York
$369K +$15.3K +119 +4%
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