HLI icon

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 %
NRD
426
Nebula Research & Development
New York
– -$581K -4,536 Closed
QC
427
Quadrature Capital
United Kingdom
– -$553K -4,317 Closed
EGM
428
Engineers Gate Manager
New York
– -$398K -3,105 Closed
CIS
429
Custom Index Systems
New York
– -$369K -2,876 Closed
OFS
430
OneAscent Financial Services
Alabama
– -$368K -2,872 Closed
SWP
431
Significant Wealth Partners
Illinois
– -$335K -2,611 Closed
KI
432
Kapitalo Investimentos
Brazil
– -$317K -2,472 Closed
UFF
433
USA Financial Formulas
Michigan
– -$299K -2,335 Closed
WWS
434
Wellington Wealth Strategies
Indiana
– -$262K -2,041 Closed
OWM
435
OneAscent Wealth Management
Alabama
– -$250K -1,954 Closed
BPA
436
Beacon Pointe Advisors
California
– -$229K -1,788 Closed
FA
437
FDx Advisors
Illinois
– -$225K -1,755 Closed
VAS
438
Vestmark Advisory Solutions
Massachusetts
– -$202K -1,577 Closed
IPW
439
Impact Partnership Wealth
Georgia
– -$111K -867 Closed
HT
440
Headlands Technologies
Illinois
– -$15.1K -118 Closed
CWA
441
Core Wealth Advisors
Florida
– -$14.2K -111 Closed
CTA
442
Colonial Trust Advisors
South Carolina
– -$6.54K -51 Closed
1832 Asset Management
443
1832 Asset Management
Ontario, Canada
– -$4.74K -37 Closed
ST
444
Smithfield Trust
Pennsylvania
– -$3K -27 Closed
AFWM
445
Abich Financial Wealth Management
Virginia
– -$3.21K -25 Closed
AP
446
Atwood & Palmer
Missouri
– -$1.92K -15 Closed
HI
447
Harbour Investments
Wisconsin
– -$897 -7 Closed
IA
448
IFP Advisors
Florida
– -$641 -5 Closed
FGAM
449
Financial Gravity Asset Management
Texas
– -$150 -2 Closed
TWP
450
TFO Wealth Partners
Ohio
– -$256 -2 Closed
14 15 16 17
18