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Houlihan Lokey
HLI

Overview Fund Activity

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$41.6M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$44.8M
3
EAM
3
Eagle Asset Management
Florida
$129M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$24.2M
5
Charles Schwab
5
Charles Schwab
California
$95M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$25.4M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$110M
4
Brown Advisory
4
Brown Advisory
Maryland
$32.5M
5
BAMCO Inc
5
BAMCO Inc
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
76
Victory Capital Management
Texas
$11.3M +$4.19M +26,522 +59%
Jennison Associates
77
Jennison Associates
New York
$11M -$8.83M -55,865 -44%
Polen Capital Management
78
Polen Capital Management
Florida
$10.8M -$2.22M -14,065 -17%
PC
79
Pier Capital
Connecticut
$10.6M +$55.3K +350 +0.5%
FPTW
80
Franklin, Parlapiano, Turner & Welch
Texas
$10.4M -$360K -2,278 -3%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$10.2M -$16.3K -103 -0.2%
WT
82
Whittier Trust
California
$10.1M +$429K +2,716 +4%
MOACM
83
Mutual of America Capital Management
New York
$10M -$86.8K -549 -0.9%
RCW
84
Rheos Capital Works
Japan
$10M +$3.95M +25,000 +65%
SO
85
STRS Ohio
Ohio
$10M -$801K -5,068 -7%
CF
86
Corebridge Financial
Texas
$9.93M -$540K -3,418 -5%
Renaissance Technologies
87
Renaissance Technologies
New York
$8.99M +$8.15M +51,600 +974%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$8.98M -$775K -4,906 -8%
LPL Financial
89
LPL Financial
California
$8.81M +$1.7M +10,775 +24%
FAM
90
Fenimore Asset Management
New York
$7.91M +$790K +5,000 +11%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$7.86M -$180K -1,142 -2%
FNBT
92
FineMark National Bank & Trust
Florida
$7.66M -$50.1K -317 -0.6%
WLPWM
93
Walled Lake Planning & Wealth Management
Illinois
$7.11M -$27.5K -174 -0.4%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$7.1M +$1.32M +8,367 +23%
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$7.03M +$2.75M +17,426 +64%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.96M -$147K -929 -2%
GIP
97
Granite Investment Partners
California
$6.69M -$2.19M -13,840 -25%
Prudential Financial
98
Prudential Financial
New Jersey
$6.6M +$1.82M +11,531 +38%
Canada Life
99
Canada Life
Manitoba, Canada
$6.6M +$437K +2,769 +7%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$6.55M -$17.7K -112 -0.3%
2 3
4
5 6