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Houlihan Lokey
HLI

Overview Fund Activity

503 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 172 increasing their positions, 165 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+55
Holders Change %
+12.28%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
102
Increased
172
Reduced
165
Closed
40
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K

Top Buyers

1
Invesco
1
Invesco
Georgia
$181M
2
Prudential Financial
2
Prudential Financial
New Jersey
$60.3M
3
BlackRock
3
BlackRock
New York
$932M
4
Jennison Associates
4
Jennison Associates
New York
$53.4M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$570M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$260M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$515M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$70.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$110M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
226
Integrated Investment Consultants
Michigan
$1.08M -$1.73M -9,962 -62%
LAM
227
LECAP Asset Management
United Kingdom
$1.08M +$1.08M +6,193 New
JF
228
Jump Financial
Illinois
$1.06M +$1.06M +6,122 New
SOADOR
229
State of Alaska Department of Revenue
Alaska
$1.06M +$6.95K +40 +0.7%
TD Asset Management
230
TD Asset Management
Ontario, Canada
$1.02M +$17.4K +100 +2%
SWM
231
Sendero Wealth Management
Texas
$1.01M – – –
CCM
232
Cinctive Capital Management
New York
$1M -$286K -1,647 -22%
PAG
233
Private Advisor Group
New Jersey
$984K +$336K +1,934 +52%
Jones Financial Companies
234
Jones Financial Companies
Missouri
$979K +$438K +2,521 +81%
KAS
235
Kestra Advisory Services
Texas
$974K +$45K +259 +5%
WLG
236
Williamson Legacy Group
Indiana
$959K +$959K +5,523 New
MGIA
237
Moneta Group Investment Advisors
Missouri
$955K +$53K +305 +6%
AAS
238
Avantax Advisory Services
Texas
$914K -$130K -746 -12%
MFGM
239
Marshall Financial Group (Maryland)
Maryland
$903K +$903K +5,199 New
IP
240
Isthmus Partners
Wisconsin
$882K – – –
Federated Hermes
241
Federated Hermes
Pennsylvania
$878K -$31.1K -179 -3%
State of Wisconsin Investment Board
242
State of Wisconsin Investment Board
Wisconsin
$872K +$114K +656 +15%
OAC
243
OMERS Administration Corp
Ontario, Canada
$868K +$868K +5,000 New
BIM
244
Bridges Investment Management
Nebraska
$862K +$35.9K +207 +4%
SOW
245
State of Wyoming
Wyoming
$854K +$276K +1,587 +48%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$852K +$1.04K +6 +0.1%
NGA
247
Naples Global Advisors
Florida
$839K -$186K -1,070 -18%
EI
248
Ethic Inc
New York
$831K +$831K +4,786 New
BC
249
Bridgefront Capital
Texas
$819K +$819K +4,714 New
VIM
250
VELA Investment Management
Ohio
$813K – – –
8 9
10
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