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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.

New
Increased
Maintained
Reduced
Closed
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
Invesco
Invesco
Georgia
$181M
2
Prudential Financial
Prudential Financial
New Jersey
$60.3M
3
BlackRock
BlackRock
New York
$932M
4
Jennison Associates
Jennison Associates
New York
$53.4M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$570M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$260M
2
EARNEST Partners
EARNEST Partners
Georgia
$515M
3
VBA
Van Berkom & Associates
Quebec, Canada
$70.4M
4
ClearBridge Investments
ClearBridge Investments
New York
$110M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
476
Coppell Advisory Solutions
Texas
$3.65K – – –
PWMG
477
Private Wealth Management Group
New Jersey
$3.65K – – –
FMII
478
Farmers & Merchants Investments Inc
Nebraska
$3.3K – – –
GM
479
GeoWealth Management
Illinois
$3.3K +$174 +1 +6%
TAM
480
Tucker Asset Management
Colorado
$3.13K – – –
CFD
481
Creative Financial Designs
Indiana
$3.13K +$3.13K +18 New
FNWA
482
Financial Network Wealth Advisors
Utah
$2.61K -$9.9K -57 -79%
CA
483
Continuum Advisory
Idaho
$2.61K – – –
BCMLT
484
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.61K – – –
SIC
485
Salem Investment Counselors
North Carolina
$2.43K – – –
HCM
486
Hollencrest Capital Management
California
$2.43K – – –
DPW
487
DiNuzzo Private Wealth
Pennsylvania
$2.08K – – –
HGERS
488
Householder Group Estate & Retirement Specialist
Arizona
$2K -$181K -1,268 -99%
HI
489
Horizon Investments
North Carolina
$1.91K +$1.91K +11 New
SIC
490
SJS Investment Consulting
Ohio
$1.74K -$347 -2 -17%
HCP
491
Hexagon Capital Partners
Arkansas
$1.56K – – –
CIAM
492
Caitong International Asset Management
Hong Kong
$1.22K +$1.22K +7 New
WCM
493
WealthTrak Capital Management
Virginia
$869 +$869 +5 New
WA
494
WPG Advisers
Maryland
$695 +$695 +4 New
OSNBOA
495
Old Second National Bank of Aurora
Illinois
$695 +$695 +4 New
NS
496
NBC Securities
Alabama
$691 -$1.17M -5,096 -100%
S
497
Sachetta
Massachusetts
$521 – – –
FMP
498
Financial Management Professionals
Texas
$347 – – –
PWM
499
Parkworth Wealth Management
California
$347 +$347 +2 New
NC
500
NewSquare Capital
Pennsylvania
$347 +$347 +2 New
18 19
20
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