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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 %
QCM
251
Qsemble Capital Management
New York
$368K +$368K +2,873 New
OFS
252
OneAscent Financial Services
Alabama
$368K +$70.7K +552 +24%
URS
253
Utah Retirement Systems
Utah
$359K – – –
KeyBank National Association
254
KeyBank National Association
Ohio
$357K -$13.8K -108 -4%
QCM
255
QRG Capital Management
Illinois
$352K +$38.7K +302 +12%
BTI
256
Blue Trust Inc
Georgia
$351K +$28.3K +221 +9%
RP
257
Riverwater Partners
Wisconsin
$339K – – –
VFA
258
Values First Advisors
Tennessee
$337K +$337K +2,631 New
SWP
259
Significant Wealth Partners
Illinois
$335K +$335K +2,611 New
ASN
260
Advisory Services Network
Georgia
$327K -$8.33K -65 -2%
ProShare Advisors
261
ProShare Advisors
Maryland
$326K -$22.2K -173 -6%
CG
262
Cynosure Group
Utah
$317K +$317K +2,475 New
KI
263
Kapitalo Investimentos
Brazil
$317K +$308K +2,402 +3,431%
SOW
264
State of Wyoming
Wyoming
$306K -$176K -1,375 -37%
Janney Montgomery Scott
265
Janney Montgomery Scott
Pennsylvania
$306K +$306K +2,390 New
GT
266
Glenmede Trust
Pennsylvania
$303K -$12.9K -101 -4%
VA
267
Vident Advisory
Georgia
$301K +$10.3K +80 +4%
TW
268
Trajan Wealth
Arizona
$300K +$300K +2,338 New
UFF
269
USA Financial Formulas
Michigan
$299K +$299K +2,335 New
TD Asset Management
270
TD Asset Management
Ontario, Canada
$295K +$295K +2,300 New
ETC
271
Exchange Traded Concepts
Oklahoma
$293K +$293K +2,289 New
SCM
272
Shelton Capital Management
Colorado
$285K – – –
BWG
273
Berry Wealth Group
Texas
$283K +$283K +2,207 New
KAS
274
Kestra Advisory Services
Texas
$281K +$7.31K +57 +3%
Osaic Holdings
275
Osaic Holdings
Arizona
$274K -$3.38M -26,349 -93%
9 10
11
12 13