HLI icon

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.

Holders
399
Holders Change
+8
Holders Change %
+2.05%
% of All Funds
5.79%
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
1
Eagle Asset Management
Florida
$58.2M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$391M
3
Jennison Associates
3
Jennison Associates
New York
$44.5M
4
Invesco
4
Invesco
Georgia
$36.4M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.2M
2
BlackRock
2
BlackRock
New York
$638M
3
Ameriprise
3
Ameriprise
Minnesota
$116M
4
Jane Street
4
Jane Street
New York
$0
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
1832 Asset Management
376
1832 Asset Management
Ontario, Canada
$4.74K 37 +37 New
CFB
377
Cullen/Frost Bankers
Texas
$3.85K 30 – –
SS
378
Sunbelt Securities
Texas
$3.72K 29 – –
Mitsubishi UFJ Asset Management
379
Mitsubishi UFJ Asset Management
Japan
$3.72K 29 – –
NMM
380
Naples Money Management
Florida
$3.59K 28 – –
AFWM
381
Abich Financial Wealth Management
Virginia
$3.21K 25 +6 +32%
BAM
382
Bellevue Asset Management
Washington
$3.08K 24 – –
ST
383
Smithfield Trust
Pennsylvania
$3K 27 +27 New
PWMG
384
Private Wealth Management Group
New Jersey
$2.69K 21 – –
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$2.44K 19 – –
KHC
386
Koesten Hirschmann & Crabtree
Kansas
$2.31K 18 +18 New
AP
387
Atwood & Palmer
Missouri
$1.92K 15 +15 New
SIC
388
Salem Investment Counselors
North Carolina
$1.8K 14 -26 -65%
HCM
389
Hollencrest Capital Management
California
$1.8K 14 – –
SIC
390
SJS Investment Consulting
Ohio
$1.54K 12 +2 +20%
DPW
391
DiNuzzo Private Wealth
Pennsylvania
$1.28K 10 -1 -9%
HI
392
Harbour Investments
Wisconsin
$897 7 +7 New
CSC
393
Caldwell Sutter Capital
California
$769 6 -6 -50%
IA
394
IFP Advisors
Florida
$641 5 +5 New
TAM
395
Tucker Asset Management
Colorado
$385 3 – –
TWP
396
TFO Wealth Partners
Ohio
$256 2 – –
BF
397
BOK Financial
Oklahoma
$256 2 – –
FGAM
398
Financial Gravity Asset Management
Texas
$150 2 +2 New
Jane Street
399
Jane Street
New York
– – -238,333 Closed
Point72 Asset Management
400
Point72 Asset Management
Connecticut
– – -43,200 Closed
14 15
16
17 18