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Houlihan Lokey
HLI

Overview Fund Activity

391 hedge funds and large institutions have $6.61B invested in Houlihan Lokey in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 26 closing their positions.

Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
5.73%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
87
Increased
125
Reduced
130
Closed
26
Calls
$8.72M
Puts
$1.01M
Net Calls
+$7.71M
Net Calls Change
+$3.22M

Top Buyers

1
BlackRock
1
BlackRock
New York
$637M
2
Morgan Stanley
2
Morgan Stanley
New York
$171M
3
State Street
3
State Street
Massachusetts
$181M
4
Capital International Investors
4
Capital International Investors
California
$95M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$215M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$100M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$266M
3
Millennium Management
3
Millennium Management
New York
$0
4
Franklin Resources
4
Franklin Resources
California
$37.9M
5
GKIM
5
GW&K Investment Management
Massachusetts
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
51
Public Employees Retirement Association of Colorado
Colorado
$19.9M 165,791 +44,558 +37%
EA
52
Emerald Advisers
Pennsylvania
$19.7M 164,212 -2,757 -2%
Invesco
53
Invesco
Georgia
$19.5M 162,708 +43,370 +36%
Grantham, Mayo, Van Otterloo & Co (GMO)
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$19.4M 161,938 -33,554 -17%
UBS Group
55
UBS Group
Switzerland
$19.2M 160,517 -14,109 -8%
MAM
56
Montanaro Asset Management
United Kingdom
$17.4M 144,750 +3,750 +3%
RJA
57
Raymond James & Associates
Florida
$16.5M 137,643 +17,544 +15%
EMFAT
58
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.4M 136,800 – –
GIA
59
GHP Investment Advisors
Colorado
$16.1M 134,120 +488 +0.4%
Nuveen Asset Management
60
Nuveen Asset Management
Illinois
$15.8M 132,081 +1,707 +1%
DCM
61
Driehaus Capital Management
Illinois
$15.8M 131,523 +66,748 +103%
SBH
62
Segall Bryant & Hamill
Illinois
$14.7M 122,871 +401 +0.3%
EAM
63
Eagle Asset Management
Florida
$14.2M 118,460 +12,419 +12%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$14M 117,165 -11,493 -9%
GLA
65
Great Lakes Advisors
Illinois
$13.7M 114,657 -2,088 -2%
Legal & General Group
66
Legal & General Group
United Kingdom
$13.3M 111,063 +26,608 +32%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$13.1M 109,336 -6,520 -6%
UBS AM
68
UBS AM
Illinois
$12.7M 105,560 +12,762 +14%
SPS
69
Susquehanna Portfolio Strategies
Pennsylvania
$12.4M 103,610 +103,610 New
Swiss National Bank
70
Swiss National Bank
Switzerland
$12.1M 101,236 -10,500 -9%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$11.5M 96,181 -2,310 -2%
PC
72
Pier Capital
Connecticut
$11.4M 95,476 -936 -1%
GPGA
73
Grandeur Peak Global Advisors
Utah
$10.2M 85,130 -2,186 -3%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$9.61M 80,183 -2,879 -3%
Fidelity International
75
Fidelity International
Bermuda
$9.51M 79,307 -43,171 -35%
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