Houlihan Lokey
451 hedge funds and large institutions have $8.36B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 158 increasing their positions, 156 reducing their positions, and 33 closing their positions.
127% more call options, than puts
Call options by funds: $3.27M | Put options by funds: $1.44M
118% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 33
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
16% more capital invested
Capital invested by funds: $7.19B → $8.36B (+$1.17B)
9% more funds holding
Funds holding: 415 → 451 (+36)
1% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 156
2.16% less ownership
Funds ownership: 101.46% → 99.3% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$38.4M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$36.9M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$22.9M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$22.3M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$51M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$42.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.1M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$22.7M |
| 5 |
BAMCO Inc
New York
|
-$22.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
476
Crewe Advisors
Salt Lake City,
Utah
| – | -$30.5K | -226 | Closed |
|
|
OWA
477
Opal Wealth Advisors
Jericho,
New York
| – | -$25.8K | -191 | Closed |
|
|
VAG
478
VisionPoint Advisory Group
Dallas,
Texas
| – | -$18.1K | -134 | Closed |
|
|
AGWCA
479
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| – | -$12.1K | -90 | Closed |
|
|
IC
480
Innealta Capital
Austin,
Texas
| – | -$8.36K | -62 | Closed |
|
|
CFB
481
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$4.05K | -30 | Closed |
|
|
KHC
482
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| – | -$2.31K | -18 | Closed |
|
483
Simplex Trading
Chicago,
Illinois
| – | -$1K | -9 | Closed |
|
HLI Hedge Fund Activity: Q3 2024 in Review
451 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2024, worth a combined $8.36B — up 16% from $7.19B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new HLI positions and 33 closed out — a net gain of 39 holders — while 158 added to existing stakes and 156 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $38.4M. The largest seller was Millennium Management, cutting an estimated $51M.
- 451 institutional investors held Houlihan Lokey (HLI) as of Q3 2024, up from 415 in Q2 2024.
- Funds reported $8.36B of Houlihan Lokey stock for Q3 2024, up 16% quarter-over-quarter.
- 72 funds opened new Houlihan Lokey positions in Q3 2024 and 33 closed out, a net change of +39 holders.
- The largest Houlihan Lokey buyer in Q3 2024 was Citadel Advisors, an estimated $38.4M added.
- The largest Houlihan Lokey seller in Q3 2024 was Millennium Management, an estimated $51M sold.
Based on aggregated 13F filings for Q3 2024.