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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 %
OWA
351
Opal Wealth Advisors
New York
$25.8K +$25.8K +191 New
Mitsubishi UFJ Asset Management
352
Mitsubishi UFJ Asset Management
Japan
$25.8K +$21.8K +162 +559%
QCG
353
Quadrant Capital Group
Ohio
$25.5K +$2.83K +21 +13%
PFBT
354
Parkside Financial Bank & Trust
Missouri
$23.6K +$7.28K +54 +45%
SPIA
355
Steward Partners Investment Advisory
New York
$23.2K -$16.7K -124 -42%
Nomura Asset Management
356
Nomura Asset Management
Japan
$22.9K – – –
AWM
357
Ameliora Wealth Management
Switzerland
$22.8K – – –
RA
358
Rise Advisors
New York
$20.5K – – –
LC
359
Lindbrook Capital
California
$18.2K – – –
VAG
360
VisionPoint Advisory Group
Texas
$18.1K +$18.1K +134 New
PPA
361
Painted Porch Advisors
California
$16.9K +$16.9K +125 New
WTA
362
Washington Trust Advisors
Massachusetts
$14.1K – – –
HWA
363
HHM Wealth Advisors
Tennessee
$14K – – –
SWM
364
Spire Wealth Management
Virginia
$14K -$405 -3 -3%
CPG
365
Cornerstone Planning Group
New Jersey
$13.9K -$1.88K -13 -12%
FFO
366
Fortitude Family Office
Arizona
$13.4K – – –
GFPC
367
Global Financial Private Client
Florida
$13.1K – – –
IHWM
368
Iron Horse Wealth Management
Iowa
$12.9K – – –
BIA
369
Bell Investment Advisors
California
$12.8K – – –
VCM
370
Versant Capital Management
Arizona
$12.7K – – –
AGWCA
371
Annis Gardner Whiting Capital Advisors
Florida
$12.1K +$2.02K +15 +20%
MCM
372
Manchester Capital Management
Vermont
$11.7K – – –
IFAM
373
Institutional & Family Asset Management
Colorado
$11.2K – – –
FNWA
374
Financial Network Wealth Advisors
Utah
$9.31K +$9.31K +69 New
KFI
375
Key Financial Inc
Pennsylvania
$9.04K – – –
13 14
15
16 17