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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 %
CSWM
501
Cassady Schiller Wealth Management
Ohio
$347 +$347 +2 New
TFM
502
TFC Financial Management
Massachusetts
$174 – – –
RIL
503
Rothschild Investment LLC
Illinois
$174 – – –
Millennium Management
504
Millennium Management
New York
– -$25.4M -160,499 Closed
Lord, Abbett & Co
505
Lord, Abbett & Co
New Jersey
– -$24.2M -153,000 Closed
ACL
506
Azora Capital LP
Florida
– -$13.2M -83,722 Closed
WCM
507
Woodson Capital Management
Connecticut
– -$6.1M -38,600 Closed
WHGC
508
Wealth High Governance Capital
Brazil
– -$3.16M -20,000 Closed
MIM
509
Monashee Investment Management
Massachusetts
– -$2.37M -15,000 Closed
SEC
510
Seven Eight Capital
New York
– -$944K -5,974 Closed
EAM
511
EFG Asset Management
Oregon
– -$924K -5,850 Closed
STA
512
Summit Trail Advisors
New York
– -$775K -4,907 Closed
OTL
513
Oak Thistle LLC
New York
– -$761K -4,818 Closed
Allspring Global Investments
514
Allspring Global Investments
North Carolina
– -$631K -3,994 Closed
PCMH
515
Polymer Capital Management (HK)
Hong Kong
– -$506K -3,200 Closed
NC
516
nVerses Capital
Florida
– -$442K -2,800 Closed
Koshinski Asset Management
517
Koshinski Asset Management
Illinois
– -$428K -2,708 Closed
Marshall Wace
518
Marshall Wace
United Kingdom
– -$369K -2,337 Closed
Pzena Investment Management
519
Pzena Investment Management
New York
– -$368K -2,329 Closed
IFU
520
iSAM Funds (UK)
United Kingdom
– -$347K -2,195 Closed
UFF
521
USA Financial Formulas
Michigan
– -$329K -2,082 Closed
I
522
InceptionR
California
– -$319K -2,018 Closed
XT
523
XTX Topco
Cayman Islands
– -$308K -1,949 Closed
IWM
524
IHT Wealth Management
Illinois
– -$268K -1,688 Closed
BFM
525
Boothbay Fund Management
New York
– -$233K -1,475 Closed
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