HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

503 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 172 increasing their positions, 165 reducing their positions, and 40 closing their positions.

Holders
503
Holders Change
+55
Holders Change %
+12.28%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
102
Increased
172
Reduced
165
Closed
40
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$144M
2
Norges Bank
2
Norges Bank
Norway
$114M
3
Invesco
3
Invesco
Georgia
$181M
4
Prudential Financial
4
Prudential Financial
New Jersey
$60.3M
5
BlackRock
5
BlackRock
New York
$932M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$260M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$515M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$70.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$110M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$95.4M 549,066 -31,168 -5%
AllianceBernstein
27
AllianceBernstein
Tennessee
$92.6M 533,340 -34,236 -6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$90.2M 519,423 -13,659 -3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$84.6M 486,964 +4,896 +1%
First Trust Advisors
30
First Trust Advisors
Illinois
$80.6M 464,099 +68,753 +17%
Wells Fargo
31
Wells Fargo
California
$76.9M 443,035 -1,699 -0.4%
GKIM
32
GW&K Investment Management
Massachusetts
$74M 426,127 -16,873 -4%
VBA
33
Van Berkom & Associates
Quebec, Canada
$70.4M 405,622 -206,041 -34%
Goldman Sachs
34
Goldman Sachs
New York
$68.3M 393,190 +465 +0.1%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$67.9M 391,054 -8,334 -2%
Prudential Financial
36
Prudential Financial
New Jersey
$60.3M 347,469 +305,685 +732%
Jennison Associates
37
Jennison Associates
New York
$53.4M 307,304 +237,615 +341%
WFMPM
38
Woodley Farra Manion Portfolio Management
Indiana
$51.1M 294,145 -3,812 -1%
AA
39
Ancora Advisors
Ohio
$49.3M 283,771 -3,748 -1%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$48.3M 277,008 -144,212 -34%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$48.2M 277,467 -6,235 -2%
Franklin Resources
42
Franklin Resources
California
$46.9M 270,211 -3,490 -1%
Citadel Advisors
43
Citadel Advisors
Florida
$43.1M 248,297 -15,210 -6%
HighTower Advisors
44
HighTower Advisors
Illinois
$42.5M 244,557 -13,353 -5%
ACM
45
Argent Capital Management
Missouri
$42.1M 242,451 +1,638 +0.7%
UBS Group
46
UBS Group
Switzerland
$41.5M 238,966 +53,589 +29%
BWP
47
Barlow Wealth Partners
Kentucky
$35.4M 201,650 +21,305 +12%
Public Employees Retirement Association of Colorado
48
Public Employees Retirement Association of Colorado
Colorado
$33.6M 193,246 – –
Brown Advisory
49
Brown Advisory
Maryland
$33.4M 192,196 -13,281 -6%
UBS AM
50
UBS AM
Illinois
$31.1M 179,167 +13,384 +8%
1
2
3 4 5