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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 %
WA
251
Wealth Alliance
New York
$426K -$9.47K -79 -2%
PCM
252
Prelude Capital Management
New York
$406K +$406K +3,386 New
PAG
253
Private Advisor Group
New Jersey
$383K +$12.2K +102 +3%
FBT
254
First Bank & Trust
South Dakota
$372K -$30.7K -256 -8%
PTC
255
Petrus Trust Company
Texas
$370K +$370K +3,089 New
BPA
256
Beacon Pointe Advisors
California
$354K -$106K -884 -23%
Creative Planning
257
Creative Planning
Kansas
$347K +$18.2K +152 +6%
KeyBank National Association
258
KeyBank National Association
Ohio
$347K -$70.6K -589 -17%
BHCM
259
Brevan Howard Capital Management
Jersey
$339K +$339K +2,823 New
URS
260
Utah Retirement Systems
Utah
$336K – – –
HI
261
Handelsinvest Investeringsforvaltning
Denmark
$333K +$333K +2,774 New
CIS
262
Custom Index Systems
New York
$331K +$331K +2,757 New
SC
263
Steph & Co
Wisconsin
$330K -$41.7K -348 -11%
ProShare Advisors
264
ProShare Advisors
Maryland
$326K +$326K +2,715 New
RP
265
Riverwater Partners
Wisconsin
$318K – – –
ASN
266
Advisory Services Network
Georgia
$313K -$19.2K -160 -6%
EA
267
Everpar Advisors
Oklahoma
$301K +$301K +2,509 New
GT
268
Glenmede Trust
Pennsylvania
$296K -$8.87K -74 -3%
QCM
269
QRG Capital Management
Illinois
$293K +$26.1K +218 +10%
BFM
270
Boothbay Fund Management
New York
$286K +$286K +2,384 New
OFS
271
OneAscent Financial Services
Alabama
$278K +$278K +2,320 New
VA
272
Vident Advisory
Georgia
$272K -$12.6K -105 -4%
BTI
273
Blue Trust Inc
Georgia
$270K +$50.2K +468 +23%
DTL
274
Dynamic Technology Lab
Singapore
$269K +$269K +2,240 New
SCM
275
Shelton Capital Management
Colorado
$267K +$267K +2,226 New
9 10
11
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