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Houlihan Lokey
HLI

Overview Fund Activity

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$41.6M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$44.8M
3
EAM
3
Eagle Asset Management
Florida
$129M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$24.2M
5
Charles Schwab
5
Charles Schwab
California
$95M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$25.4M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$110M
4
Brown Advisory
4
Brown Advisory
Maryland
$32.5M
5
BAMCO Inc
5
BAMCO Inc
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$84.2M +$7.95M +50,303 +10%
Morgan Stanley
27
Morgan Stanley
New York
$83.1M -$5.9M -37,307 -7%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$76.2M -$5.67M -35,884 -7%
Invesco
29
Invesco
Georgia
$73.9M +$18.9M +119,781 +34%
Wells Fargo
30
Wells Fargo
California
$70.3M +$1.73M +10,960 +3%
GKIM
31
GW&K Investment Management
Massachusetts
$70M +$1.11M +6,994 +2%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$66M -$5.07M -32,328 -7%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$63.1M +$1.54M +9,768 +3%
First Trust Advisors
34
First Trust Advisors
Illinois
$62.5M -$1.59M -10,091 -2%
Goldman Sachs
35
Goldman Sachs
New York
$62.1M +$7.77M +49,186 +14%
WFMPM
36
Woodley Farra Manion Portfolio Management
Indiana
$47.1M -$278K -1,760 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$46.5M +$3.05M +19,314 +7%
Franklin Resources
38
Franklin Resources
California
$46.4M -$4.02M -23,749 -8%
AA
39
Ancora Advisors
Ohio
$45.4M +$510K +3,226 +1%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$44.8M +$39M +246,705 +667%
Citadel Advisors
41
Citadel Advisors
Florida
$41.6M +$40.7M +257,327 +4,164%
HighTower Advisors
42
HighTower Advisors
Illinois
$40.8M -$3.02M -19,092 -7%
ACM
43
Argent Capital Management
Missouri
$38.1M -$479K -3,031 -1%
Brown Advisory
44
Brown Advisory
Maryland
$32.5M -$24M -151,713 -42%
Public Employees Retirement Association of Colorado
45
Public Employees Retirement Association of Colorado
Colorado
$30.5M +$2.78M +17,600 +10%
Macquarie Group
46
Macquarie Group
Australia
$29.3M -$13.7M -86,993 -32%
UBS Group
47
UBS Group
Switzerland
$29.3M +$6.86M +43,403 +31%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$29.1M +$8.59M +54,386 +42%
BWP
49
Barlow Wealth Partners
Kentucky
$29M +$509K +3,164 +2%
EAM
50
Eventide Asset Management
Massachusetts
$26.7M -$10.4M -65,970 -28%
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