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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 %
Polen Capital Management
26
Polen Capital Management
Florida
$67.9M 127,298 -1,669 -1%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$65.4M 545,235 -2,925 -0.5%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$64.6M 539,133 +208,914 +63%
GKIM
29
GW&K Investment Management
Massachusetts
$58.3M 485,994 -148,930 -23%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$57.6M 480,772 +10,595 +2%
Wells Fargo
31
Wells Fargo
California
$56.6M 472,224 +9,489 +2%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$51.7M 429,245 +1,920 +0.4%
Charles Schwab
33
Charles Schwab
California
$51.6M 430,152 +14,985 +4%
Brown Advisory
34
Brown Advisory
Maryland
$49M 408,477 +41,215 +11%
Goldman Sachs
35
Goldman Sachs
New York
$43.1M 359,611 -14,401 -4%
Macquarie Group
36
Macquarie Group
Australia
$42.6M 355,369 -17,803 -5%
Franklin Resources
37
Franklin Resources
California
$37.9M 315,948 -169,623 -35%
WFMPM
38
Woodley Farra Manion Portfolio Management
Indiana
$35.9M 299,686 +2,375 +0.8%
HighTower Advisors
39
HighTower Advisors
Illinois
$34.9M 290,981 +6,024 +2%
AA
40
Ancora Advisors
Ohio
$33.8M 281,745 -1,135 -0.4%
ACM
41
Argent Capital Management
Missouri
$29.8M 248,398 +18,834 +8%
Jane Street
42
Jane Street
New York
$28.6M 238,333 +228,221 +2,257%
Principal Financial Group
43
Principal Financial Group
Iowa
$25.9M 216,186 +192,668 +819%
RA
44
Royce & Associates
New York
$25M 208,634 -57,542 -22%
Jennison Associates
45
Jennison Associates
New York
$22.2M 185,412 -143,817 -44%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$21.5M 179,320 +84,919 +90%
EAM
47
Eventide Asset Management
Massachusetts
$21M 175,269 +25,637 +17%
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$20.7M 172,618 +3,027 +2%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$20.3M 168,931 +8,905 +6%
BWP
50
Barlow Wealth Partners
Kentucky
$20.2M 168,767 +168,767 New
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