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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 %
SSA
251
Schonfeld Strategic Advisors
New York
$485K +$485K +3,595 New
BTI
252
Blue Trust Inc
Georgia
$477K +$126K +986 +36%
Pzena Investment Management
253
Pzena Investment Management
New York
$467K +$211K +1,564 +82%
P
254
&Partners
Tennessee
$454K +$454K +3,363 New
CA
255
Clearstead Advisors
Ohio
$442K +$442K +3,279 New
HFS
256
Hantz Financial Services
Michigan
$439K -$14.1K -105 -3%
GT
257
Glenmede Trust
Pennsylvania
$431K +$113K +835 +35%
BCI
258
Brinker Capital Investments
Pennsylvania
$431K -$18.5K -137 -4%
OPS
259
Orion Portfolio Solutions
Nebraska
$431K -$18.5K -137 -4%
QCM
260
QRG Capital Management
Illinois
$420K +$49.5K +367 +13%
FBT
261
First Bank & Trust
South Dakota
$419K – – –
WA
262
Wealth Alliance
New York
$413K -$17.9K -133 -4%
PAG
263
Private Advisor Group
New Jersey
$413K -$18.1K -134 -4%
CG
264
Cynosure Group
Utah
$389K +$54.8K +406 +16%
URS
265
Utah Retirement Systems
Utah
$364K -$13.5K -100 -4%
Baird Financial Group
266
Baird Financial Group
Wisconsin
$343K +$81.2K +602 +31%
PP
267
PDT Partners
New York
$340K -$419K -3,104 -55%
Lazard Asset Management
268
Lazard Asset Management
New York
$340K +$207K +1,535 +155%
ASN
269
Advisory Services Network
Georgia
$337K -$6.2K -46 -2%
RP
270
Riverwater Partners
Wisconsin
$336K -$20.9K -155 -6%
VFA
271
Values First Advisors
Tennessee
$336K -$18.7K -139 -5%
ProShare Advisors
272
ProShare Advisors
Maryland
$333K -$9.85K -73 -3%
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$317K -$5.53K -41 -2%
SOW
274
State of Wyoming
Wyoming
$317K -$5.8K -43 -2%
Jones Financial Companies
275
Jones Financial Companies
Missouri
$312K +$278K +2,058 +804%
9 10
11
12 13