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Houlihan Lokey
HLI

Overview Fund Activity

399 hedge funds and large institutions have $6.81B invested in Houlihan Lokey in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 157 reducing their positions, and 42 closing their positions.

Holders
399
Holders Change
+8
Holders Change %
+2.05%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
54
Increased
135
Reduced
157
Closed
42
Calls
$6.08M
Puts
$128K
Net Calls
+$5.95M
Net Calls Change
-$1.76M

Top Buyers

1
EAM
1
Eagle Asset Management
Florida
$58.2M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$391M
3
Jennison Associates
3
Jennison Associates
New York
$44.5M
4
Invesco
4
Invesco
Georgia
$36.4M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.2M
2
BlackRock
2
BlackRock
New York
$638M
3
Ameriprise
3
Ameriprise
Minnesota
$116M
4
Jane Street
4
Jane Street
New York
$0
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
EA
51
Emerald Advisers
Pennsylvania
$21.2M 165,067 +855 +0.5%
Fidelity International
52
Fidelity International
Bermuda
$21M 163,633 +84,326 +106%
RA
53
Royce & Associates
New York
$20.6M 160,529 -48,105 -23%
UBS Group
54
UBS Group
Switzerland
$20.1M 156,897 -3,620 -2%
DCM
55
Driehaus Capital Management
Illinois
$18.9M 147,623 +16,100 +12%
MAM
56
Montanaro Asset Management
United Kingdom
$18.7M 146,250 +1,500 +1%
RJA
57
Raymond James & Associates
Florida
$18.4M 143,424 +5,781 +4%
EMFAT
58
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17M 132,870 -3,930 -3%
GIA
59
GHP Investment Advisors
Colorado
$17M 132,731 -1,389 -1%
Nuveen Asset Management
60
Nuveen Asset Management
Illinois
$16.9M 131,933 -148 -0.1%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$16.6M 129,137 -39,794 -24%
SBH
62
Segall Bryant & Hamill
Illinois
$15.5M 121,136 -1,735 -1%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$14.8M 115,322 +5,986 +5%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$14.7M 114,977 -2,188 -2%
Legal & General Group
65
Legal & General Group
United Kingdom
$14.3M 111,323 +260 +0.2%
UBS AM
66
UBS AM
Illinois
$13.4M 104,765 -795 -0.8%
SPS
67
Susquehanna Portfolio Strategies
Pennsylvania
$13.3M 103,610 – –
Swiss National Bank
68
Swiss National Bank
Switzerland
$13.1M 102,236 +1,000 +1%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$12.6M 98,004 +1,823 +2%
Polen Capital Management
70
Polen Capital Management
Florida
$11.5M 90,022 -37,276 -29%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$10.2M 79,785 -398 -0.5%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$9.81M 76,516 +76,516 New
FPTW
73
Franklin, Parlapiano, Turner & Welch
Texas
$9.56M 74,592 -1,810 -2%
PC
74
Pier Capital
Connecticut
$9.5M 74,100 -21,376 -22%
GPGA
75
Grandeur Peak Global Advisors
Utah
$9.29M 72,481 -12,649 -15%
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