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Houlihan Lokey
HLI

Overview Fund Activity

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$41.6M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$44.8M
3
EAM
Eagle Asset Management
Florida
$129M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$24.2M
5
Charles Schwab
Charles Schwab
California
$95M

Top Sellers

1
Millennium Management
Millennium Management
New York
$25.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$112M
3
Ameriprise
Ameriprise
Minnesota
$110M
4
Brown Advisory
Brown Advisory
Maryland
$32.5M
5
BAMCO Inc
BAMCO Inc
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
251
Equitable Trust
Tennessee
$615K – – –
YMRC
252
Yorktown Management & Research Company
Virginia
$608K – – –
QCM
253
QRG Capital Management
Illinois
$606K +$113K +717 +23%
ACM
254
Aster Capital Management
United Arab Emirates
$604K +$604K +3,822 New
PAG
255
Private Advisor Group
New Jersey
$589K +$106K +668 +22%
M&T Bank
256
M&T Bank
New York
$581K +$3.95K +25 +0.7%
DWM
257
Dynasty Wealth Management
Florida
$577K -$31.4K -199 -5%
GT
258
Glenmede Trust
Pennsylvania
$572K +$66.2K +419 +13%
Creative Planning
259
Creative Planning
Kansas
$563K -$7.9K -50 -1%
SOW
260
State of Wyoming
Wyoming
$527K +$156K +986 +42%
CA
261
Clearstead Advisors
Ohio
$525K +$7.27K +46 +1%
HFS
262
Hantz Financial Services
Michigan
$511K -$3.79K -24 -0.7%
PCMH
263
Polymer Capital Management (HK)
Hong Kong
$506K +$506K +3,200 New
KPWS
264
Kestra Private Wealth Services
Texas
$502K +$502K +3,178 New
WA
265
Wealth Alliance
New York
$494K +$9.8K +62 +2%
Jones Financial Companies
266
Jones Financial Companies
Missouri
$491K +$127K +803 +35%
FBT
267
First Bank & Trust
South Dakota
$491K – – –
ET
268
Entropy Technologies
New York
$490K +$238K +1,508 +95%
SCA
269
Snowden Capital Advisors
New York
$470K +$470K +2,973 New
MSRPS
270
Maryland State Retirement & Pension System
Maryland
$464K -$156K -990 -25%
TRCT
271
Tower Research Capital (TRC)
New York
$461K -$270K -1,709 -37%
URS
272
Utah Retirement Systems
Utah
$442K +$15.8K +100 +4%
NC
273
nVerses Capital
Florida
$442K +$442K +2,800 New
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$428K +$428K +2,708 New
CIS
275
Custom Index Systems
New York
$411K +$411K +2,602 New
9 10
11
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