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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 %
RCAG
301
Rehmann Capital Advisory Group
Michigan
$214K +$214K +1,669 New
NW
302
NewEdge Wealth
Pennsylvania
$212K +$212K +1,627 New
ATC
303
Argent Trust Co
Tennessee
$206K +$206K +1,606 New
VAS
304
Vestmark Advisory Solutions
Massachusetts
$202K +$202K +1,577 New
EWA
305
EverSource Wealth Advisors
Alabama
$171K +$25.4K +199 +17%
Nisa Investment Advisors
306
Nisa Investment Advisors
Missouri
$159K +$1.92K +15 +1%
SAM
307
Smartleaf Asset Management
Massachusetts
$156K +$128 +1 +0.1%
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$155K +$27.5K +214 +22%
HGERS
309
Householder Group Estate & Retirement Specialist
Arizona
$146K +$10.9K +85 +8%
KBC Group
310
KBC Group
Belgium
$144K +$29.8K +233 +26%
Lazard Asset Management
311
Lazard Asset Management
New York
$127K +$127K +991 New
C
312
Covestor
United Kingdom
$114K -$4.23K -33 -4%
IPW
313
Impact Partnership Wealth
Georgia
$111K +$2.05K +16 +2%
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$106K +$9.49K +74 +10%
PS
315
Principal Securities
Iowa
$105K +$16.8K +131 +19%
UB
316
UMB Bank
Missouri
$96.8K -$14.7K -115 -13%
Bessemer Group
317
Bessemer Group
New Jersey
$94K – – –
GI
318
GAMMA Investing
California
$92.9K +$1.8K +14 +2%
PPC
319
Park Place Capital
Alabama
$88.5K -$55.4K -432 -39%
HIIFS
320
Harel Insurance Investments & Financial Services
Israel
$75K -$2.06K -16 -3%
MG
321
Mather Group
Illinois
$73.5K +$73.5K +613 New
AF
322
Allworth Financial
California
$71.5K +$59.4K +463 +487%
PA
323
Parallel Advisors
California
$69.2K +$513 +4 +0.7%
GRP
324
Global Retirement Partners
California
$64.8K -$4.48K -35 -6%
PP
325
Pingora Partners
Wyoming
$64.1K +$64.1K +500 New
11 12
13
14 15