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Houlihan Lokey
HLI

Overview Fund Activity

415 hedge funds and large institutions have $7.19B invested in Houlihan Lokey in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 136 increasing their positions, 158 reducing their positions, and 36 closing their positions.

Holders
415
Holders Change
+16
Holders Change %
+4.01%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
56
Increased
136
Reduced
158
Closed
36
Calls
$7.12M
Puts
$1.5M
Net Calls
+$5.62M
Net Calls Change
-$323K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$67.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$54.7M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$193M
4
EAM
4
Eagle Asset Management
Florida
$75.9M
5
Norges Bank
5
Norges Bank
Norway
$96.8M

Top Sellers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$161M
2
Jennison Associates
2
Jennison Associates
New York
$16.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$75.9M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$117M
5
EA
5
Emerald Advisers
Pennsylvania
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EMFAT
76
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.49M 70,368 -62,502 -47%
SO
77
STRS Ohio
Ohio
$9.23M 68,440 -1,332 -2%
FPTW
78
Franklin, Parlapiano, Turner & Welch
Texas
$9.17M 68,011 -6,581 -9%
PC
79
Pier Capital
Connecticut
$9M 66,740 -7,360 -10%
CF
80
Corebridge Financial
Texas
$8.94M 66,286 +66,286 New
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$8.72M 64,631 -817 -1%
MOACM
82
Mutual of America Capital Management
New York
$8.63M 63,972 +1,467 +2%
Stifel Financial
83
Stifel Financial
Missouri
$8.5M 63,008 -1,650 -3%
WCM
84
Woodson Capital Management
Connecticut
$8.5M 63,000 -1,100 -2%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$8.33M 61,759 -14,757 -19%
WT
86
Whittier Trust
California
$8.26M 61,280 +3,050 +5%
GPGA
87
Grandeur Peak Global Advisors
Utah
$8.06M 59,795 -12,686 -18%
EP
88
Edgestream Partners
New Jersey
$7.83M 58,072 +12,058 +26%
CIC
89
Crawford Investment Counsel
Georgia
$7.6M 56,369 -1,665 -3%
GIP
90
Granite Investment Partners
California
$7.58M 56,187 -1,095 -2%
BAM
91
Bell Asset Management
Australia
$7.14M 52,907 -7,724 -13%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$6.86M 50,851 -872 -2%
FNBT
93
FineMark National Bank & Trust
Florida
$6.58M 48,800 +1,076 +2%
WLPWM
94
Walled Lake Planning & Wealth Management
Illinois
$6.1M 45,199 -2,400 -5%
FAM
95
Fenimore Asset Management
New York
$6.08M 45,074 +45,074 New
LPL Financial
96
LPL Financial
California
$6.07M 44,986 +2,332 +5%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.06M 44,945 -465 -1%
Victory Capital Management
98
Victory Capital Management
Texas
$6.03M 44,747 -6,191 -12%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$5.61M 41,566 +545 +1%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.6M 41,499 -23,867 -37%
2 3
4
5 6