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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$260M
2
EARNEST Partners
EARNEST Partners
Georgia
$515M
3
VBA
Van Berkom & Associates
Quebec, Canada
$70.4M
4
ClearBridge Investments
ClearBridge Investments
New York
$110M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
251
Versor Investments
New York
$811K +$811K +4,671 New
CGH
252
Crossmark Global Holdings
Texas
$811K -$3.13K -18 -0.4%
Creative Planning
253
Creative Planning
Kansas
$807K +$188K +1,085 +30%
IB
254
Intrust Bank
Kansas
$794K -$17.5K -101 -2%
QCM
255
QRG Capital Management
Illinois
$790K +$124K +716 +19%
HIM
256
Hanlon Investment Management
New Jersey
$776K -$51.8K -298 -6%
FDCDDQ
257
Federation des caisses Desjardins du Quebec
Quebec, Canada
$770K -$739K -4,256 -49%
KPWS
258
Kestra Private Wealth Services
Texas
$770K +$218K +1,255 +39%
SIM
259
Studio Investment Management
Illinois
$767K -$21.9K -126 -3%
Allianz Asset Management
260
Allianz Asset Management
Germany
$767K +$425K +2,450 +124%
CG
261
Caprock Group
Idaho
$763K +$2.78K +16 +0.4%
CB
262
Commerce Bank
Missouri
$759K -$25.5K -147 -3%
First Eagle Investment Management
263
First Eagle Investment Management
New York
$746K +$8.68K +50 +1%
CG
264
Clifford Group
Massachusetts
$737K -$23.3K -134 -3%
Los Angeles Capital Management
265
Los Angeles Capital Management
California
$727K +$727K +4,185 New
BFG
266
Bleakley Financial Group
New Jersey
$726K -$16.8K -97 -2%
AWCI
267
Alpine Woods Capital Investors
New York
$712K – – –
DTL
268
Dynamic Technology Lab
Singapore
$707K -$446K -2,571 -39%
RMC
269
Resources Management Corp
Connecticut
$706K -$29.2K -168 -4%
SAM
270
Securian Asset Management
Minnesota
$703K -$18.2K -105 -3%
SCA
271
Snowden Capital Advisors
New York
$697K +$181K +1,042 +35%
NG
272
Novem Group
New York
$694K +$694K +3,999 New
BCM
273
Brookstone Capital Management
Illinois
$692K -$44.5K -256 -6%
YMRC
274
Yorktown Management & Research Company
Virginia
$669K – – –
M&T Bank
275
M&T Bank
New York
$655K +$16K +92 +3%
9 10
11
12 13