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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.

Holders
399
Holders Change
+8
Holders Change %
+2.05%
% of All Funds
5.79%
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
1
Eagle Asset Management
Florida
$58.2M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$391M
3
Jennison Associates
3
Jennison Associates
New York
$44.5M
4
Invesco
4
Invesco
Georgia
$36.4M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.2M
2
BlackRock
2
BlackRock
New York
$638M
3
Ameriprise
3
Ameriprise
Minnesota
$116M
4
Jane Street
4
Jane Street
New York
$0
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$65.6M 511,661 -27,472 -5%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$61M 475,312 +46,067 +11%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$59.7M 465,855 -79,380 -15%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$59.4M 463,550 -17,222 -4%
EAM
30
Eagle Asset Management
Florida
$58.2M 454,500 +336,040 +284%
Charles Schwab
31
Charles Schwab
California
$57M 444,370 +14,218 +3%
GKIM
32
GW&K Investment Management
Massachusetts
$55.8M 435,644 -50,350 -10%
Wells Fargo
33
Wells Fargo
California
$55.5M 433,106 -39,118 -8%
Brown Advisory
34
Brown Advisory
Maryland
$51.6M 402,603 -5,874 -1%
Jennison Associates
35
Jennison Associates
New York
$44.5M 347,165 +161,753 +87%
Goldman Sachs
36
Goldman Sachs
New York
$43.1M 336,000 -23,611 -7%
Macquarie Group
37
Macquarie Group
Australia
$42.5M 331,813 -23,556 -7%
Franklin Resources
38
Franklin Resources
California
$39M 304,149 -11,799 -4%
WFMPM
39
Woodley Farra Manion Portfolio Management
Indiana
$38.1M 297,585 -2,101 -0.7%
AA
40
Ancora Advisors
Ohio
$36.6M 285,527 +3,782 +1%
Invesco
41
Invesco
Georgia
$36.4M 283,995 +121,287 +75%
HighTower Advisors
42
HighTower Advisors
Illinois
$36.1M 281,558 -9,423 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.5M 276,633 +114,695 +71%
ACM
44
Argent Capital Management
Missouri
$31.2M 243,618 -4,780 -2%
EAM
45
Eventide Asset Management
Massachusetts
$29.4M 229,183 +53,914 +31%
Principal Financial Group
46
Principal Financial Group
Iowa
$25.1M 196,160 -20,026 -9%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$22.6M 175,931 +10,140 +6%
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$22M 171,721 -897 -0.5%
BWP
49
Barlow Wealth Partners
Kentucky
$21.7M 173,606 +4,839 +3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$21.7M 169,254 -10,066 -6%
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