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Houlihan Lokey
HLI

Overview Fund Activity

415 hedge funds and large institutions have $7.19B invested in Houlihan Lokey in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 136 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+16
Holders Change %
+4.01%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
56
Increased
136
Reduced
158
Closed
36
Calls
$7.12M
Puts
$1.5M
Net Calls
+$5.62M
Net Calls Change
-$323K

Top Buyers

1
Millennium Management
Millennium Management
New York
$67.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$54.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$193M
4
EAM
Eagle Asset Management
Florida
$75.9M
5
Norges Bank
Norges Bank
Norway
$96.8M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
$161M
2
Jennison Associates
Jennison Associates
New York
$16.9M
3
Morgan Stanley
Morgan Stanley
New York
$75.9M
4
ClearBridge Investments
ClearBridge Investments
New York
$117M
5
EA
Emerald Advisers
Pennsylvania
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
226
Intrust Bank
Kansas
$632K -$9.98K -74 -2%
PCM
227
Prelude Capital Management
New York
$626K -$1.85M -13,715 -75%
TRCT
228
Tower Research Capital (TRC)
New York
$624K +$350K +2,594 +127%
CB
229
Commerce Bank
Missouri
$624K – – –
BIM
230
Bridges Investment Management
Nebraska
$619K +$619K +4,591 New
CG
231
Clifford Group
Massachusetts
$605K -$10.1K -75 -2%
State of Wisconsin Investment Board
232
State of Wisconsin Investment Board
Wisconsin
$604K +$24.9K +185 +4%
PRC
233
Pearl River Capital
Michigan
$604K +$604K +4,478 New
Federated Hermes
234
Federated Hermes
Pennsylvania
$601K -$18.1K -134 -3%
CG
235
Caprock Group
Idaho
$593K -$4.05K -30 -0.7%
RMC
236
Resources Management Corp
Connecticut
$571K -$29.9K -222 -5%
ACM
237
Aquatic Capital Management
Illinois
$566K +$566K +4,200 New
SAM
238
Securian Asset Management
Minnesota
$560K -$13.5K -100 -2%
AC
239
AXQ Capital
New Jersey
$553K +$553K +4,099 New
BFG
240
Bleakley Financial Group
New Jersey
$550K -$7.01K -52 -1%
SW
241
Simplicity Wealth
New Jersey
$543K -$1.89K -14 -0.3%
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$530K – – –
ET
243
Equitable Trust
Tennessee
$525K – – –
DWM
244
Dynasty Wealth Management
Florida
$519K -$1.75K -13 -0.3%
Osaic Holdings
245
Osaic Holdings
Arizona
$519K +$231K +1,714 +80%
YMRC
246
Yorktown Management & Research Company
Virginia
$519K – – –
CGH
247
Crossmark Global Holdings
Texas
$505K -$45.3K -336 -8%
DTL
248
Dynamic Technology Lab
Singapore
$502K +$502K +3,719 New
M&T Bank
249
M&T Bank
New York
$493K -$85K -630 -15%
Creative Planning
250
Creative Planning
Kansas
$487K +$47.2K +350 +11%
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