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Houlihan Lokey
HLI

Overview Fund Activity

391 hedge funds and large institutions have $6.61B invested in Houlihan Lokey in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
5.73%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
87
Increased
125
Reduced
130
Closed
26
Calls
$8.72M
Puts
$1.01M
Net Calls
+$7.71M
Net Calls Change
+$3.22M

Top Buyers

1
BlackRock
1
BlackRock
New York
$637M
2
Morgan Stanley
2
Morgan Stanley
New York
$171M
3
State Street
3
State Street
Massachusetts
$181M
4
Capital International Investors
4
Capital International Investors
California
$95M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$215M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$100M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$266M
3
Millennium Management
3
Millennium Management
New York
$0
4
Franklin Resources
4
Franklin Resources
California
$37.9M
5
GKIM
5
GW&K Investment Management
Massachusetts
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
376
Mitsubishi UFJ Asset Management
Japan
$3.39K – – –
NMM
377
Naples Money Management
Florida
$3.36K +$3.36K +28 New
PWA
378
Provenance Wealth Advisors
Florida
$2.88K +$2.88K +24 New
BAM
379
Bellevue Asset Management
Washington
$2.88K -$1.44K -12 -33%
PWMG
380
Private Wealth Management Group
New Jersey
$2.52K +$2.52K +21 New
CAS
381
Coppell Advisory Solutions
Texas
$2.52K +$2.52K +21 New
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$2.28K +$2.28K +19 New
AFWM
383
Abich Financial Wealth Management
Virginia
$2.28K +$2.28K +19 New
HCM
384
Hollencrest Capital Management
California
$1.68K +$1.68K +14 New
CSC
385
Caldwell Sutter Capital
California
$1.44K +$1.44K +12 New
DPW
386
DiNuzzo Private Wealth
Pennsylvania
$1.32K +$1.32K +11 New
SIC
387
SJS Investment Consulting
Ohio
$1.2K -$240 -2 -17%
AF
388
Advisornet Financial
Minnesota
$600 +$600 +5 New
TAM
389
Tucker Asset Management
Colorado
$360 -$1.56K -13 -81%
TWP
390
TFO Wealth Partners
Ohio
$240 – – –
BF
391
BOK Financial
Oklahoma
$239 – – –
FGAM
392
Financial Gravity Asset Management
Texas
$39 – – –
Millennium Management
393
Millennium Management
New York
– -$22M -205,501 Closed
NEI
394
Northwest & Ethical Investments
Ontario, Canada
– -$6.5M -60,690 Closed
Balyasny Asset Management
395
Balyasny Asset Management
Illinois
– -$3.4M -31,694 Closed
SSA
396
Schonfeld Strategic Advisors
New York
– -$3.36M -31,400 Closed
HF
397
HRT Financial
New York
– -$3.19M -29,771 Closed
Canada Pension Plan Investment Board
398
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.97M -18,400 Closed
Amundi
399
Amundi
France
– -$1.27M -11,801 Closed
Aviva
400
Aviva
United Kingdom
– -$607K -5,664 Closed
13 14 15
16
17