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Houlihan Lokey
HLI

Overview Fund Activity

391 hedge funds and large institutions have $6.61B invested in Houlihan Lokey in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 26 closing their positions.

Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
5.73%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
87
Increased
125
Reduced
130
Closed
26
Calls
$8.72M
Puts
$1.01M
Net Calls
+$7.71M
Net Calls Change
+$3.22M

Top Buyers

1
BlackRock
1
BlackRock
New York
$637M
2
Morgan Stanley
2
Morgan Stanley
New York
$171M
3
State Street
3
State Street
Massachusetts
$181M
4
Capital International Investors
4
Capital International Investors
California
$95M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$215M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$100M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$266M
3
Millennium Management
3
Millennium Management
New York
$0
4
Franklin Resources
4
Franklin Resources
California
$37.9M
5
GKIM
5
GW&K Investment Management
Massachusetts
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.34M 77,923 -923 -1%
FPTW
77
Franklin, Parlapiano, Turner & Welch
Texas
$9.16M 76,402 -4,334 -5%
Barclays
78
Barclays
United Kingdom
$8.71M 72,632 +47,426 +188%
AIG
79
American International Group
New York
$8.36M 69,743 +69,283 +15,062%
BAM
80
Bell Asset Management
Australia
$8.12M 67,705 +9 +0%
WCM
81
Woodson Capital Management
Connecticut
$7.91M 66,000 +66,000 New
MOACM
82
Mutual of America Capital Management
New York
$7.9M 65,885 +30,354 +85%
Stifel Financial
83
Stifel Financial
Missouri
$7.85M 65,447 +1,832 +3%
CS
84
Credit Suisse
Switzerland
$7.82M 65,178 +1,932 +3%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$7.75M 64,644 +64,644 New
First Trust Advisors
86
First Trust Advisors
Illinois
$7.64M 63,746 -22,257 -26%
CIC
87
Crawford Investment Counsel
Georgia
$7.23M 60,301 -508 -0.8%
GIP
88
Granite Investment Partners
California
$7.11M 59,278 +613 +1%
Victory Capital Management
89
Victory Capital Management
Texas
$7.1M 59,208 +14,475 +32%
BCIM
90
British Columbia Investment Management
British Columbia, Canada
$6.83M 57,000 +27,000 +90%
WT
91
Whittier Trust
California
$6.71M 55,929 +1,266 +2%
SO
92
STRS Ohio
Ohio
$6.68M 55,700 +5,700 +11%
AA
93
ALPS Advisors
Colorado
$6.5M 54,226 +7,616 +16%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$6.5M 54,199 -2,013 -4%
American Century Companies
95
American Century Companies
Missouri
$6.3M 52,548 +35,292 +205%
WLPWM
96
Walled Lake Planning & Wealth Management
Illinois
$5.77M 48,150 -189 -0.4%
FNBT
97
FineMark National Bank & Trust
Florida
$5.73M 47,801 -537 -1%
Voloridge Investment Management
98
Voloridge Investment Management
Florida
$5.56M 46,347 +46,347 New
TPSF
99
Texas Permanent School Fund
Texas
$5.35M 44,581 +44,581 New
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.24M 43,666 +34,401 +371%
2 3
4
5 6