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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.

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 Market Value Shares Shares
Change 		Shares
Change %
DFCM
401
Dark Forest Capital Management
Puerto Rico
– – -5,032 Closed
LP
402
LMR Partners
United Kingdom
– – -4,018 Closed
SM
403
Sciencast Management
New Jersey
– – -3,500 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
404
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -3,200 Closed
ECM
405
ExodusPoint Capital Management
New York
– – -2,982 Closed
GCM
406
Greenland Capital Management
New York
– – -2,808 Closed
William Blair & Company
407
William Blair & Company
Illinois
– – -2,711 Closed
Squarepoint
408
Squarepoint
New York
– – -2,109 Closed
PCM
409
Prana Capital Management
Connecticut
– – -1,933 Closed
CTC
410
Central Trust Company
Missouri
– – -200 Closed
CSPIA
411
Cary Street Partners Investment Advisory
Virginia
– – -83 Closed
PTC
412
Private Trust Company
Ohio
– – -70 Closed
OIS
413
Okabena Investment Services
Minnesota
– – -62 Closed
AWM
414
Atticus Wealth Management
Florida
– – -29 Closed
GJIA
415
Glass Jacobson Investment Advisors
Maryland
– – -12 Closed
AW
416
Avion Wealth
Texas
– – -10 Closed
IA
417
IFP Advisors
Florida
– – -10 Closed
BAAM
418
Baker Avenue Asset Management
California
– – -7 Closed
PI
419
PEAK6 Investments
Illinois
– – – –
Group One Trading
420
Group One Trading
Illinois
– – – –
Simplex Trading
421
Simplex Trading
Illinois
– – – –
Walleye Trading
422
Walleye Trading
New York
– – – –
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