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Houlihan Lokey
HLI

Overview Fund Activity

415 hedge funds and large institutions have $7.19B invested in Houlihan Lokey in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 136 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+16
Holders Change %
+4.01%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
56
Increased
136
Reduced
158
Closed
36
Calls
$7.12M
Puts
$1.5M
Net Calls
+$5.62M
Net Calls Change
-$323K

Top Buyers

1
Millennium Management
Millennium Management
New York
$67.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$54.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$193M
4
EAM
Eagle Asset Management
Florida
$75.9M
5
Norges Bank
Norges Bank
Norway
$96.8M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
$161M
2
Jennison Associates
Jennison Associates
New York
$16.9M
3
Morgan Stanley
Morgan Stanley
New York
$75.9M
4
ClearBridge Investments
ClearBridge Investments
New York
$117M
5
EA
Emerald Advisers
Pennsylvania
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
326
Farther Finance Advisors
California
$106K +$84.6K +625 +388%
UB
327
UMB Bank
Missouri
$103K +$809 +6 +0.8%
AF
328
Allworth Financial
California
$100K +$20K +139 +25%
HIIFS
329
Harel Insurance Investments & Financial Services
Israel
$100K +$21.7K +162 +28%
BFEC
330
Benjamin F. Edwards & Company
Missouri
$91K +$37.2K +277 +69%
MG
331
Mather Group
Illinois
$77.7K -$897 -7 -1%
Bank Julius Baer & Co
332
Bank Julius Baer & Co
Switzerland
$76.3K +$76.3K +509 New
PA
333
Parallel Advisors
California
$74.2K +$1.35K +10 +2%
PPC
334
Park Place Capital
Alabama
$68.8K -$24.3K -180 -26%
PP
335
Pingora Partners
Wyoming
$67.4K – – –
Walleye Capital
336
Walleye Capital
New York
$63.4K +$63.4K +470 New
AIM
337
Anchor Investment Management
South Carolina
$60.7K – – –
AssetMark Inc
338
AssetMark Inc
California
$51.2K – – –
HFM
339
Harvest Fund Management
China
$51K – – –
ACM
340
Accent Capital Management
Ohio
$47.2K – – –
S
341
SignatureFD
Georgia
$40.3K +$3.37K +25 +9%
JWM
342
Janiczek Wealth Management
Colorado
$38K – – –
ATPW
343
Ashton Thomas Private Wealth
Arizona
$37.9K +$37.9K +281 New
TPCW
344
TD Private Client Wealth
New York
$35.3K -$11.1K -82 -24%
FHA
345
First Horizon Advisors
Tennessee
$32.8K -$2.7K -20 -8%
CIAS
346
CBIZ Investment Advisory Services
Ohio
$32.6K – – –
SWS
347
SYSTM Wealth Solutions
Illinois
$31.5K -$222K -1,648 -88%
CA
348
Crewe Advisors
Utah
$30.5K +$22.1K +164 +265%
EBA
349
Eagle Bay Advisors
New York
$30.3K -$1.08K -8 -3%
BCWM
350
Bartlett & Co Wealth Management
Ohio
$29.3K – – –
12 13
14
15 16