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Houlihan Lokey
HLI

Overview Fund Activity

399 hedge funds and large institutions have $6.81B invested in Houlihan Lokey in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 157 reducing their positions, and 42 closing their positions.

Holders
399
Holders Change
+8
Holders Change %
+2.05%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
54
Increased
135
Reduced
157
Closed
42
Calls
$6.08M
Puts
$128K
Net Calls
+$5.95M
Net Calls Change
-$1.76M

Top Buyers

1
EAM
1
Eagle Asset Management
Florida
$58.2M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$391M
3
Jennison Associates
3
Jennison Associates
New York
$44.5M
4
Invesco
4
Invesco
Georgia
$36.4M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.2M
2
BlackRock
2
BlackRock
New York
$638M
3
Ameriprise
3
Ameriprise
Minnesota
$116M
4
Jane Street
4
Jane Street
New York
$0
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
76
STRS Ohio
Ohio
$8.94M 69,772 +14,072 +25%
AIG
77
American International Group
New York
$8.85M 69,009 -734 -1%
CS
78
Credit Suisse
Switzerland
$8.69M 67,784 +2,606 +4%
Barclays
79
Barclays
United Kingdom
$8.55M 66,720 -5,912 -8%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$8.39M 65,448 +804 +1%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.38M 65,366 -12,557 -16%
Stifel Financial
82
Stifel Financial
Missouri
$8.29M 64,658 -789 -1%
WCM
83
Woodson Capital Management
Connecticut
$8.22M 64,100 -1,900 -3%
AA
84
ALPS Advisors
Colorado
$8.19M 63,865 +9,639 +18%
MOACM
85
Mutual of America Capital Management
New York
$8.01M 62,505 -3,380 -5%
Squarepoint
86
Squarepoint
New York
$7.95M 62,007 +62,007 New
BAM
87
Bell Asset Management
Australia
$7.77M 60,631 -7,074 -10%
WT
88
Whittier Trust
California
$7.46M 58,230 +2,301 +4%
CIC
89
Crawford Investment Counsel
Georgia
$7.44M 58,034 -2,267 -4%
GIP
90
Granite Investment Partners
California
$7.34M 57,282 -1,996 -3%
BCIM
91
British Columbia Investment Management
British Columbia, Canada
$7.31M 57,000 – –
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$6.63M 51,723 -2,476 -5%
Victory Capital Management
93
Victory Capital Management
Texas
$6.53M 50,938 -8,270 -14%
First Trust Advisors
94
First Trust Advisors
Illinois
$6.27M 48,875 -14,871 -23%
FNBT
95
FineMark National Bank & Trust
Florida
$6.12M 47,724 -77 -0.2%
WLPWM
96
Walled Lake Planning & Wealth Management
Illinois
$6.1M 47,599 -551 -1%
EP
97
Edgestream Partners
New Jersey
$5.9M 46,014 +30,355 +194%
TPSF
98
Texas Permanent School Fund
Texas
$5.85M 45,614 +1,033 +2%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.82M 45,410 +1,744 +4%
LPL Financial
100
LPL Financial
California
$5.47M 42,654 +6,153 +17%
2 3
4
5 6