HLI icon

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 %
Point72 Asset Management
101
Point72 Asset Management
Connecticut
$5.18M 43,200 -117,438 -73%
Canada Life
102
Canada Life
Manitoba, Canada
$4.98M 41,573 +26,308 +172%
Truist Financial
103
Truist Financial
North Carolina
$4.83M 40,318 -4,556 -10%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$4.82M 40,212 +462 +1%
LPL Financial
105
LPL Financial
California
$4.38M 36,501 +1,665 +5%
OAM
106
Oppenheimer Asset Management
New York
$4.29M 35,752 -1,569 -4%
Man Group
107
Man Group
United Kingdom
$4.26M 35,556 +35,556 New
VI
108
Vestcor Inc
New Brunswick, Canada
$4.12M 34,362 +3,867 +13%
Renaissance Technologies
109
Renaissance Technologies
New York
$4.04M 33,700 +33,700 New
AB
110
Amalgamated Bank
New York
$4.03M 33,634 +24,441 +266%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$4.03M 33,594 +954 +3%
Fiera Capital (Canada)
112
Fiera Capital (Canada)
Quebec, Canada
$4M 33,381 -2,869 -8%
Comerica Bank
113
Comerica Bank
Texas
$3.7M 30,826 +20,431 +197%
US Bancorp
114
US Bancorp
Minnesota
$3.68M 30,699 -1,598 -5%
Daiwa Securities Group
115
Daiwa Securities Group
Japan
$3.67M 30,622 +6,667 +28%
WC
116
Weil Company
California
$3.64M 30,373 -5,658 -16%
EGI
117
EAM Global Investors
California
$3.53M 29,473 +29,473 New
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$3.51M 29,255 +1,598 +6%
MIM
119
MetLife Investment Management
New Jersey
$3.51M 29,236 +28,077 +2,423%
WTC
120
WhitTier Trust Company
Nevada
$3.5M 29,170 +1,408 +5%
EI
121
EAM Investors
California
$3.49M 29,087 +29,087 New
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$3.45M 28,794 – –
Osaic Holdings
123
Osaic Holdings
Arizona
$3.42M 28,485 -11,796 -29%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$3.27M 27,271 +19 +0.1%
RBA
125
Richard Bernstein Advisors
New York
$3.16M 26,365 +16 +0.1%
3 4
5
6 7