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Houlihan Lokey

520 hedge funds and large institutions have $8.49B invested in Houlihan Lokey in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 199 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.14% less ownership

Funds ownership: 99.49%97.35% (-2.1%)

9% less capital invested

Capital invested by funds: $9.29B → $8.49B (-$795M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.57M
Puts
$3.29M
Net Calls
Net Calls Change

Top Buyers

1 +$81.4M
2 +$81.4M
3 +$46.2M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$42.3M
5
BlackRock
BlackRock
New York
+$40.9M

Top Sellers

1 -$73.4M
2 -$57.2M
3 -$51.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$43.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
Eventide Asset Management
Massachusetts
$31.7M
Public Employees Retirement Association of Colorado
52
Public Employees Retirement Association of Colorado
Colorado
$31.2M
Brown Advisory
53
Brown Advisory
Maryland
$30.3M
CIP
54
Champlain Investment Partners
Vermont
$29.9M
UBS AM
55
UBS AM
Illinois
$29.2M
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$27.3M
FLPIM
57
F.L. Putnam Investment Management
Massachusetts
$26.7M
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$26.2M
Macquarie Group
59
Macquarie Group
Australia
$25.9M
Nordea Investment Management
60
Nordea Investment Management
Sweden
$25.7M
Renaissance Technologies
61
Renaissance Technologies
New York
$24.3M
NL
62
Nuveen LLC
North Carolina
$23.5M
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$23.3M
Barclays
64
Barclays
United Kingdom
$23.1M
AA
65
ALPS Advisors
Colorado
$20.7M
Principal Financial Group
66
Principal Financial Group
Iowa
$20.1M
GIA
67
GHP Investment Advisors
Colorado
$19.4M
Millennium Management
68
Millennium Management
New York
$19M
Point72 Asset Management
69
Point72 Asset Management
Connecticut
$18.5M
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$18.4M
Legal & General Group
71
Legal & General Group
United Kingdom
$17.8M
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$17.5M
Swiss National Bank
73
Swiss National Bank
Switzerland
$16.8M
Russell Investments Group
74
Russell Investments Group
United Kingdom
$16.8M
LPL Financial
75
LPL Financial
California
$15.3M