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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 %
PWG
276
Portside Wealth Group
Utah
$268K +$45K +351 +20%
Millennium Management
277
Millennium Management
New York
$266K +$266K +2,075 New
PA
278
Profund Advisors
Maryland
$264K +$49.9K +389 +23%
CCWM
279
Cassaday & Co Wealth Management
Virginia
$263K – – –
WWS
280
Wellington Wealth Strategies
Indiana
$262K +$262K +2,041 New
TRCT
281
Tower Research Capital (TRC)
New York
$261K -$822K -6,411 -76%
Cerity Partners
282
Cerity Partners
New York
$256K +$256K +2,000 New
SC
283
Steph & Co
Wisconsin
$255K -$97.7K -762 -28%
MSAM
284
Moloney Securities Asset Management
Missouri
$255K -$5.13K -40 -2%
OWM
285
OneAscent Wealth Management
Alabama
$250K +$30.2K +236 +14%
Baird Financial Group
286
Baird Financial Group
Wisconsin
$249K +$249K +1,942 New
HNB
287
Huntington National Bank
Ohio
$247K +$82.4K +643 +50%
CFGS
288
Concourse Financial Group Securities
Alabama
$245K +$12.4K +97 +5%
VFA
289
Voya Financial Advisors
Connecticut
$243K -$8.82K -69 -3%
Pzena Investment Management
290
Pzena Investment Management
New York
$243K +$243K +1,899 New
SWS
291
SYSTM Wealth Solutions
Illinois
$241K +$3.33K +26 +1%
HAG
292
HighPoint Advisor Group
Illinois
$238K -$1.77K -13 -0.7%
AAS
293
Avantax Advisory Services
Texas
$236K -$16.8K -131 -7%
Commonwealth Equity Services
294
Commonwealth Equity Services
Massachusetts
$235K +$16.3K +127 +7%
HI
295
Handelsinvest Investeringsforvaltning
Denmark
$234K -$121K -948 -34%
BPA
296
Beacon Pointe Advisors
California
$229K -$149K -1,163 -39%
FA
297
FDx Advisors
Illinois
$225K -$48.2K -376 -18%
C
298
Certuity
Florida
$220K -$20.5K -160 -9%
SWA
299
SFMG Wealth Advisors
Texas
$218K +$1.15K +9 +0.5%
SF
300
Summit Financial
New Jersey
$216K +$216K +1,684 New
10 11
12
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