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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$144M
2
Norges Bank
2
Norges Bank
Norway
$114M
3
Invesco
3
Invesco
Georgia
$181M
4
Prudential Financial
4
Prudential Financial
New Jersey
$60.3M
5
BlackRock
5
BlackRock
New York
$932M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$260M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$515M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$70.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$110M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.9M 178,136 -115,845 -39%
EAM
52
Eventide Asset Management
Massachusetts
$30.8M 177,234 +8,324 +5%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$30.3M 174,352 -9,624 -5%
FLPIM
54
F.L. Putnam Investment Management
Massachusetts
$29.5M 169,881 +5,651 +3%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$28.8M 166,038 +2,559 +2%
Macquarie Group
56
Macquarie Group
Australia
$28M 161,305 -24,261 -13%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$22.8M 131,096 +9,914 +8%
Fidelity International
58
Fidelity International
Bermuda
$22.4M 129,116 -27,975 -18%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$22.2M 127,782 +127,782 New
Nuveen Asset Management
60
Nuveen Asset Management
Illinois
$21.9M 126,106 -3,761 -3%
Assenagon Asset Management
61
Assenagon Asset Management
Luxembourg
$21.6M 124,456 +124,456 New
GIA
62
GHP Investment Advisors
Colorado
$21.5M 123,843 -4,547 -4%
Principal Financial Group
63
Principal Financial Group
Iowa
$21.3M 122,906 -189 -0.2%
Point72 Asset Management
64
Point72 Asset Management
Connecticut
$20.9M 120,369 +120,369 New
AA
65
ALPS Advisors
Colorado
$20.8M 119,983 +18,047 +18%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$20.1M 115,535 -2,309 -2%
Legal & General Group
67
Legal & General Group
United Kingdom
$18.2M 104,961 +688 +0.7%
Swiss National Bank
68
Swiss National Bank
Switzerland
$18.2M 104,936 +2,400 +2%
Bank Julius Baer & Co
69
Bank Julius Baer & Co
Switzerland
$17.6M 100,515 +13,022 +15%
RA
70
Royce & Associates
New York
$17.2M 99,168 -23,288 -19%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$16.6M 95,298 +90,343 +1,823%
MAM
72
Montanaro Asset Management
United Kingdom
$16.5M 95,000 -56,000 -37%
Stifel Financial
73
Stifel Financial
Missouri
$16.4M 94,173 +4,385 +5%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$16.1M 92,519 -1,788 -2%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$15.6M 89,698 +32,845 +58%
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