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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 %
IC
376
Innealta Capital
Texas
$8.36K +$8.36K +62 New
BWL
377
Bogart Wealth LLC
Virginia
$8.23K – – –
FFC
378
First Financial Corp
Indiana
$8.09K – – –
RWM
379
Ruedi Wealth Management
Illinois
$7.82K +$7.82K +58 New
AT
380
Arlington Trust
Alabama
$7.55K – – –
WT
381
Washington Trust
Rhode Island
$6.97K – – –
HIA
382
Harbor Investment Advisory
Maryland
$6.74K +$6.74K +50 New
LFG
383
Larson Financial Group
Missouri
$6.61K – – –
PCWA
384
Pacific Capital Wealth Advisors
California
$6.47K – – –
AAP
385
Arax Advisory Partners
Colorado
$6.07K -$135 -1 -2%
OLVIG
386
Oliver Lagore Vanvalin Investment Group
Michigan
$5.66K – – –
CWC
387
Carolinas Wealth Consulting
North Carolina
$5.53K -$1.08K -8 -16%
JWA
388
JFS Wealth Advisors
Pennsylvania
$5.13K – – –
QC
389
Quent Capital
New York
$5.13K – – –
FFA
390
Frazier Financial Advisors
Ohio
$4.45K +$4.45K +33 New
WIM
391
Westside Investment Management
California
$4.32K +$4.32K +32 New
CFB
392
Cullen/Frost Bankers
Texas
$4.05K – – –
SS
393
Sunbelt Securities
Texas
$3.91K – – –
NMM
394
Naples Money Management
Florida
$3.79K – – –
FWA
395
FSC Wealth Advisors
New York
$3.51K +$3.51K +26 New
FPF
396
First Pacific Financial
Washington
$3.24K +$3.24K +24 New
BAM
397
Bellevue Asset Management
Washington
$3.24K – – –
PWMG
398
Private Wealth Management Group
New Jersey
$2.83K – – –
TAM
399
Tucker Asset Management
Colorado
$2.83K +$2.43K +18 +600%
CAS
400
Coppell Advisory Solutions
Texas
$2.83K +$2.83K +21 New
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16
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