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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 %
BHPW
276
Beverly Hills Private Wealth
California
$654K -$137K -791 -17%
BTI
277
Blue Trust Inc
Georgia
$634K -$188K -1,082 -23%
FC
278
FORA Capital
Florida
$612K +$612K +3,525 New
HFM
279
Harvest Fund Management
China
$602K +$536K +3,087 +810%
GC
280
Guggenheim Capital
Illinois
$594K +$594K +3,423 New
Aviva
281
Aviva
United Kingdom
$577K -$140K -806 -20%
EGM
282
Engineers Gate Manager
New York
$575K +$575K +3,311 New
Cerity Partners
283
Cerity Partners
New York
$572K +$177K +1,031 +45%
PI
284
PineBridge Investments
New York
$567K +$567K +3,265 New
DWM
285
Dynasty Wealth Management
Florida
$566K -$68.4K -394 -11%
Two Sigma Investments
286
Two Sigma Investments
New York
$564K +$233K +1,340 +70%
GT
287
Glenmede Trust
Pennsylvania
$553K -$75.4K -434 -12%
Baird Financial Group
288
Baird Financial Group
Wisconsin
$546K +$546K +3,143 New
FBT
289
First Bank & Trust
South Dakota
$545K +$5.73K +33 +1%
AIMCA
290
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$542K -$626K -3,605 -54%
CA
291
Clearstead Advisors
Ohio
$533K -$44.1K -254 -8%
WA
292
Wealth Alliance
New York
$529K -$13.7K -79 -3%
AIM
293
Aigen Investment Management
New York
$518K +$518K +2,983 New
MSRPS
294
Maryland State Retirement & Pension System
Maryland
$510K – – –
CC
295
Centiva Capital
New York
$504K +$55.7K +321 +12%
SCM
296
Sterling Capital Management
North Carolina
$503K +$179K +1,033 +55%
AWM
297
Axxcess Wealth Management
California
$498K +$218K +1,258 +78%
URS
298
Utah Retirement Systems
Utah
$486K – – –
BPC
299
Bryce Point Capital
New York
$479K +$479K +2,760 New
PWG
300
Portside Wealth Group
Utah
$478K +$51.8K +298 +12%
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