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Houlihan Lokey
HLI

Overview Fund Activity

415 hedge funds and large institutions have $7.19B invested in Houlihan Lokey in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 136 increasing their positions, 158 reducing their positions, and 36 closing their positions.

Holders
415
Holders Change
+16
Holders Change %
+4.01%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
56
Increased
136
Reduced
158
Closed
36
Calls
$7.12M
Puts
$1.5M
Net Calls
+$5.62M
Net Calls Change
-$323K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$67.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$54.7M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$193M
4
EAM
4
Eagle Asset Management
Florida
$75.9M
5
Norges Bank
5
Norges Bank
Norway
$96.8M

Top Sellers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$161M
2
Jennison Associates
2
Jennison Associates
New York
$16.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$75.9M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$117M
5
EA
5
Emerald Advisers
Pennsylvania
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$23.5M -$2.94M -21,819 -11%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$22.3M -$537K -3,982 -2%
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$22.2M -$939K -6,962 -4%
RJA
54
Raymond James & Associates
Florida
$21M +$1.7M +12,588 +9%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$20.5M +$4.94M +36,660 +32%
RA
56
Royce & Associates
New York
$20.2M -$1.46M -10,847 -7%
MAM
57
Montanaro Asset Management
United Kingdom
$19.7M – – –
UBS Group
58
UBS Group
Switzerland
$19.1M -$2.01M -14,923 -10%
GIA
59
GHP Investment Advisors
Colorado
$17.7M -$170K -1,259 -0.9%
Nuveen Asset Management
60
Nuveen Asset Management
Illinois
$17.6M -$194K -1,439 -1%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$17.5M +$61.1K +453 +0.4%
Jennison Associates
62
Jennison Associates
New York
$16.9M -$29.9M -221,611 -64%
SBH
63
Segall Bryant & Hamill
Illinois
$16.8M +$456K +3,383 +3%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$15.4M -$75.1K -557 -0.5%
Swiss National Bank
65
Swiss National Bank
Switzerland
$13.8M +$40.5K +300 +0.3%
Legal & General Group
66
Legal & General Group
United Kingdom
$13.6M -$1.37M -10,180 -9%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$13M -$205K -1,521 -2%
SPS
68
Susquehanna Portfolio Strategies
Pennsylvania
$12.9M -$1.08M -8,024 -8%
EA
69
Emerald Advisers
Pennsylvania
$11.8M -$10.4M -77,484 -47%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$11.6M +$10.2M +75,931 +727%
Polen Capital Management
71
Polen Capital Management
Florida
$11.1M -$1.03M -7,646 -8%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$10.7M -$50.3K -373 -0.5%
DCM
73
Driehaus Capital Management
Illinois
$10.3M -$9.59M -71,080 -48%
PAM
74
PineStone Asset Management
Quebec, Canada
$10.1M +$10.1M +75,195 New
AA
75
ALPS Advisors
Colorado
$9.98M +$1.37M +10,157 +16%
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