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Houlihan Lokey
HLI

Overview Fund Activity

503 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 172 increasing their positions, 165 reducing their positions, and 40 closing their positions.

Holders
503
Holders Change
+55
Holders Change %
+12.28%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
102
Increased
172
Reduced
165
Closed
40
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$144M
2
Norges Bank
2
Norges Bank
Norway
$114M
3
Invesco
3
Invesco
Georgia
$181M
4
Prudential Financial
4
Prudential Financial
New Jersey
$60.3M
5
BlackRock
5
BlackRock
New York
$932M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$260M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$515M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$70.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$110M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$15M 86,597 +2,611 +3%
LPL Financial
77
LPL Financial
California
$14.6M 84,159 +28,398 +51%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$13.7M 78,702 -513 -0.6%
RCW
79
Rheos Capital Works
Japan
$12.7M 73,400 +10,000 +16%
SBH
80
Segall Bryant & Hamill
Illinois
$12.1M 69,907 -23,334 -25%
WT
81
Whittier Trust
California
$11.6M 66,610 +2,614 +4%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$11.3M 65,156 +628 +1%
MOACM
83
Mutual of America Capital Management
New York
$10.8M 62,264 -1,159 -2%
Victory Capital Management
84
Victory Capital Management
Texas
$10.8M 62,234 -9,035 -13%
PAM
85
PineStone Asset Management
Quebec, Canada
$10.6M 60,995 -14,200 -19%
CF
86
Corebridge Financial
Texas
$10.5M 60,682 -2,186 -3%
SO
87
STRS Ohio
Ohio
$10.5M 60,613 -2,759 -4%
FPTW
88
Franklin, Parlapiano, Turner & Welch
Texas
$10.2M 58,910 -6,823 -10%
Barclays
89
Barclays
United Kingdom
$10.1M 58,422 +21,601 +59%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$9.99M 57,528 +13,026 +29%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$9.14M 52,656 +2,947 +6%
FAM
92
Fenimore Asset Management
New York
$8.7M 50,074 – –
VanEck Associates
93
VanEck Associates
New York
$8.14M 46,857 +14,141 +43%
ACA
94
Aptus Capital Advisors
Alabama
$8M 46,058 +8,335 +22%
Man Group
95
Man Group
United Kingdom
$7.9M 45,474 +6,644 +17%
Canada Life
96
Canada Life
Manitoba, Canada
$7.87M 45,385 +3,621 +9%
BPC
97
Bearing Point Capital
Minnesota
$7.67M 44,156 +44,156 New
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.56M 43,530 -486 -1%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$7.52M 43,331 -1,572 -4%
CIC
100
Chase Investment Counsel
Virginia
$6.78M 39,030 -803 -2%
2 3
4
5 6