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Houlihan Lokey
HLI

Overview Fund Activity

503 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 172 increasing their positions, 165 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+55
Holders Change %
+12.28%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
102
Increased
172
Reduced
165
Closed
40
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K

Top Buyers

1
Invesco
Invesco
Georgia
$181M
2
Prudential Financial
Prudential Financial
New Jersey
$60.3M
3
BlackRock
BlackRock
New York
$932M
4
Jennison Associates
Jennison Associates
New York
$53.4M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$570M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$260M
2
EARNEST Partners
EARNEST Partners
Georgia
$515M
3
VBA
Van Berkom & Associates
Quebec, Canada
$70.4M
4
ClearBridge Investments
ClearBridge Investments
New York
$110M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
376
Meiji Yasuda Asset Management
Japan
$226K -$2.61K -15 -1%
ACM
377
Aster Capital Management
United Arab Emirates
$225K -$439K -2,527 -66%
JFG
378
Jefferies Financial Group
New York
$221K -$133K -768 -38%
Rafferty Asset Management
379
Rafferty Asset Management
New York
$213K +$213K +1,224 New
CL
380
Choreo LLC
Illinois
$212K -$68.1K -392 -24%
SPA
381
Sherbrooke Park Advisers
New York
$209K +$209K +1,205 New
LAM
382
Longboard Asset Management
Arizona
$208K +$208K +1,198 New
SW
383
SteelPeak Wealth
California
$207K +$207K +1,190 New
MAS
384
Meeder Advisory Services
Ohio
$204K +$204K +1,176 New
JIC
385
Johnson Investment Counsel
Ohio
$204K +$204K +1,176 New
SFA
386
Sequoia Financial Advisors
Ohio
$202K +$202K +1,161 New
MCM
387
Manchester Capital Management
Vermont
$198K -$174 -1 -0.1%
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$193K +$51.4K +296 +36%
PD
389
Point72 (DIFC)
United Arab Emirates
$189K +$189K +1,088 New
SAM
390
Smartleaf Asset Management
Massachusetts
$188K +$868 +5 +0.5%
PS
391
Principal Securities
Iowa
$182K +$7.82K +45 +4%
IA
392
IFP Advisors
Florida
$179K +$6.4K +36 +4%
FFA
393
Farther Finance Advisors
California
$171K +$28.8K +166 +20%
UB
394
UMB Bank
Missouri
$157K +$7.82K +45 +5%
AF
395
Advisornet Financial
Minnesota
$149K -$174 -1 -0.1%
VFA
396
Values First Advisors
Tennessee
$146K -$84.6K -487 -37%
GRP
397
Global Retirement Partners
California
$131K -$5.38K -31 -4%
VWM
398
Venturi Wealth Management
Texas
$126K +$117K +675 +1,298%
PA
399
Parallel Advisors
California
$125K +$7.99K +46 +7%
BBHC
400
Brown Brothers Harriman & Co
New York
$114K +$89.8K +517 +375%
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16
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