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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 %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$2.56K – – –
KHC
402
Koesten Hirschmann & Crabtree
Kansas
$2.31K – – –
SIC
403
Salem Investment Counselors
North Carolina
$1.89K – – –
HCM
404
Hollencrest Capital Management
California
$1.89K – – –
SIC
405
SJS Investment Consulting
Ohio
$1.62K – – –
DPW
406
DiNuzzo Private Wealth
Pennsylvania
$1.62K +$270 +2 +20%
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.62K +$1.62K +12 New
BEI
408
Benjamin Edwards Inc
Missouri
$1K +$1K +9 New
Simplex Trading
409
Simplex Trading
Illinois
$1K +$1K +9 New
CSC
410
Caldwell Sutter Capital
California
$809 – – –
S
411
Sachetta
Massachusetts
$446 +$446 +3 New
BF
412
BOK Financial
Oklahoma
$270 – – –
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$270 +$270 +2 New
TFM
414
TFC Financial Management
Massachusetts
$135 +$135 +1 New
AIG
415
American International Group
New York
– -$8.85M -69,009 Closed
Squarepoint
416
Squarepoint
New York
– -$7.95M -62,007 Closed
BCIM
417
British Columbia Investment Management
British Columbia, Canada
– -$7.31M -57,000 Closed
GLA
418
Great Lakes Advisors
Illinois
– -$4.95M -38,616 Closed
EGI
419
EAM Global Investors
California
– -$3.78M -29,473 Closed
Mirae Asset Global Investments
420
Mirae Asset Global Investments
South Korea
– -$1.99M -22,185 Closed
ECM
421
ExodusPoint Capital Management
New York
– -$1.91M -14,930 Closed
CC
422
Centiva Capital
New York
– -$971K -7,575 Closed
DA
423
Duality Advisers
Florida
– -$690K -5,383 Closed
Marshall Wace
424
Marshall Wace
United Kingdom
– -$679K -5,300 Closed
Voloridge Investment Management
425
Voloridge Investment Management
Florida
– -$676K -5,277 Closed
14 15 16
17
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