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Houlihan Lokey
HLI

Overview Fund Activity

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.

Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
7.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
79
Increased
199
Reduced
169
Closed
53
Calls
$5.57M
Puts
$3.3M
Net Calls
+$2.28M
Net Calls Change
+$539K

Top Buyers

1
CAM
1
Congress Asset Management
Massachusetts
$81.4M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$81.4M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$46.2M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$44.5M
5
BlackRock
5
BlackRock
New York
$908M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
FMI
2
Fiduciary Management Inc
Wisconsin
$122M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$473M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$428M
5
Prudential Financial
5
Prudential Financial
New Jersey
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
51
Eventide Asset Management
Massachusetts
$31.7M 196,636 +19,402 +11%
Public Employees Retirement Association of Colorado
52
Public Employees Retirement Association of Colorado
Colorado
$31.2M 193,246 – –
Brown Advisory
53
Brown Advisory
Maryland
$30.3M 187,791 -4,405 -2%
CIP
54
Champlain Investment Partners
Vermont
$29.9M 185,255 +185,255 New
UBS AM
55
UBS AM
Illinois
$29.2M 180,634 +1,467 +0.8%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$27.3M 168,876 +82,279 +95%
FLPIM
57
F.L. Putnam Investment Management
Massachusetts
$26.7M 165,024 -4,857 -3%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$26.2M 162,349 -3,689 -2%
Macquarie Group
59
Macquarie Group
Australia
$25.9M 160,349 -956 -0.6%
Nordea Investment Management
60
Nordea Investment Management
Sweden
$25.7M 162,704 -114,304 -41%
Renaissance Technologies
61
Renaissance Technologies
New York
$24.3M 150,700 +113,700 +307%
NL
62
Nuveen LLC
North Carolina
$23.5M 145,376 +145,376 New
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$23.3M 144,281 -30,071 -17%
Barclays
64
Barclays
United Kingdom
$23.1M 143,149 +84,727 +145%
AA
65
ALPS Advisors
Colorado
$20.7M 128,160 +8,177 +7%
Principal Financial Group
66
Principal Financial Group
Iowa
$20.1M 124,417 +1,511 +1%
GIA
67
GHP Investment Advisors
Colorado
$19.4M 120,262 -3,581 -3%
Millennium Management
68
Millennium Management
New York
$19M 117,422 +117,422 New
Point72 Asset Management
69
Point72 Asset Management
Connecticut
$18.5M 114,422 -5,947 -5%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$18.4M 116,697 +1,162 +1%
Legal & General Group
71
Legal & General Group
United Kingdom
$17.8M 110,231 +5,270 +5%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$17.5M 108,102 +18,404 +21%
Swiss National Bank
73
Swiss National Bank
Switzerland
$16.8M 104,136 -800 -0.8%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$16.8M 103,885 +25,183 +32%
LPL Financial
75
LPL Financial
California
$15.3M 95,038 +10,879 +13%
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