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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
1
Millennium Management
New York
$67.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$54.7M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$193M
4
EAM
4
Eagle Asset Management
Florida
$75.9M
5
Norges Bank
5
Norges Bank
Norway
$96.8M

Top Sellers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$161M
2
Jennison Associates
2
Jennison Associates
New York
$16.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$75.9M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$117M
5
EA
5
Emerald Advisers
Pennsylvania
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Eagle Asset Management
Florida
$75.9M +$14.4M +106,093 +23%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$69.9M +$848K +6,291 +1%
Millennium Management
28
Millennium Management
New York
$67.6M +$67.4M +499,535 +24,074%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$65.1M +$2.59M +19,229 +4%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$61.5M -$2.95M -21,764 -5%
Charles Schwab
31
Charles Schwab
California
$60.9M +$1.02M +7,541 +2%
GKIM
32
GW&K Investment Management
Massachusetts
$58.8M +$48.8K +362 +0.1%
Wells Fargo
33
Wells Fargo
California
$58.5M +$90.1K +668 +0.2%
First Trust Advisors
34
First Trust Advisors
Illinois
$54.7M +$48.1M +356,562 +730%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$52.5M -$10.3M -76,235 -16%
Brown Advisory
36
Brown Advisory
Maryland
$48.2M -$6.12M -45,413 -11%
Invesco
37
Invesco
Georgia
$46.9M +$8.59M +63,680 +22%
Goldman Sachs
38
Goldman Sachs
New York
$46.3M +$1.02M +7,539 +2%
WFMPM
39
Woodley Farra Manion Portfolio Management
Indiana
$40.4M +$288K +2,132 +0.7%
Franklin Resources
40
Franklin Resources
California
$40.1M -$903K -6,699 -2%
AA
41
Ancora Advisors
Ohio
$38.3M -$166K -1,234 -0.4%
HighTower Advisors
42
HighTower Advisors
Illinois
$37.3M -$614K -4,556 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$37M -$265K -1,966 -0.7%
Macquarie Group
44
Macquarie Group
Australia
$36.8M -$7.99M -59,254 -18%
ACM
45
Argent Capital Management
Missouri
$32.9M +$30.5K +226 +0.1%
EAM
46
Eventide Asset Management
Massachusetts
$31.7M +$768K +5,697 +2%
Fidelity International
47
Fidelity International
Bermuda
$31.1M +$8.99M +66,652 +41%
BWP
48
Barlow Wealth Partners
Kentucky
$25.3M +$510K +3,575 +2%
UBS AM
49
UBS AM
Illinois
$24M +$9.9M +73,388 +70%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$23.7M -$38.4K -285 -0.2%
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