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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.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+8
Holders Change %
+2.05%
% of All Funds
5.78%
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
Eagle Asset Management
Florida
$58.2M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$391M
3
Jennison Associates
Jennison Associates
New York
$44.5M
4
Invesco
Invesco
Georgia
$36.4M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$95.2M
2
BlackRock
BlackRock
New York
$638M
3
Ameriprise
Ameriprise
Minnesota
$116M
4
Jane Street
Jane Street
New York
$0
5
BAM
Burgundy Asset Management
Ontario, Canada
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
401
EAM Investors
California
– -$3.49M -29,087 Closed
CCIA
402
Campbell & Co Investment Adviser
Maryland
– -$2.91M -24,284 Closed
Bank of Nova Scotia
403
Bank of Nova Scotia
Ontario, Canada
– -$2.3M -19,200 Closed
BA
404
Bridgewater Associates
Connecticut
– -$1.72M -14,377 Closed
Capital Fund Management (CFM)
405
Capital Fund Management (CFM)
France
– -$1.42M -11,826 Closed
Assenagon Asset Management
406
Assenagon Asset Management
Luxembourg
– -$1.36M -11,324 Closed
AC
407
AXQ Capital
New Jersey
– -$1.04M -8,700 Closed
OTL
408
Oak Thistle LLC
New York
– -$1.04M -8,695 Closed
Susquehanna International Group
409
Susquehanna International Group
Pennsylvania
– -$995K -8,299 Closed
SG Americas Securities
410
SG Americas Securities
New York
– -$970K -8,089 Closed
GC
411
Guggenheim Capital
Illinois
– -$875K -7,301 Closed
Citadel Advisors
412
Citadel Advisors
Florida
– -$829K -6,912 Closed
IP
413
Interval Partners
New York
– -$800K -6,675 Closed
D.E. Shaw & Co
414
D.E. Shaw & Co
New York
– -$689K -5,749 Closed
Two Sigma Investments
415
Two Sigma Investments
New York
– -$525K -4,375 Closed
AWM
416
AE Wealth Management
Kansas
– -$496K -4,100 Closed
MM
417
MQS Management
New York
– -$478K -3,983 Closed
IIM
418
INTECH Investment Management
Florida
– -$459K -3,830 Closed
PTC
419
Petrus Trust Company
Texas
– -$370K -3,089 Closed
BHCM
420
Brevan Howard Capital Management
Jersey
– -$339K -2,823 Closed
EA
421
Everpar Advisors
Oklahoma
– -$301K -2,509 Closed
BFM
422
Boothbay Fund Management
New York
– -$286K -2,384 Closed
DTL
423
Dynamic Technology Lab
Singapore
– -$269K -2,240 Closed
SAM
424
Sawgrass Asset Management
Florida
– -$266K -2,222 Closed
GCP
425
GSA Capital Partners
United Kingdom
– -$232K -1,932 Closed
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17
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