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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 %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$5.26M 41,021 +809 +2%
Man Group
102
Man Group
United Kingdom
$5.22M 40,741 +5,185 +15%
GLA
103
Great Lakes Advisors
Illinois
$4.95M 38,616 -76,041 -66%
Fiera Capital (Canada)
104
Fiera Capital (Canada)
Quebec, Canada
$4.7M 36,679 +3,298 +10%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$4.69M 36,558 +2,964 +9%
Canada Life
106
Canada Life
Manitoba, Canada
$4.54M 35,400 -6,173 -15%
WC
107
Weil Company
California
$4.42M 34,496 +4,123 +14%
VI
108
Vestcor Inc
New Brunswick, Canada
$4.29M 33,478 -884 -3%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$4.22M 32,923 +32,923 New
US Bancorp
110
US Bancorp
Minnesota
$4.22M 32,886 +2,187 +7%
WTC
111
WhitTier Trust Company
Nevada
$3.93M 30,686 +1,516 +5%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$3.93M 30,656 +6,535 +27%
Comerica Bank
113
Comerica Bank
Texas
$3.88M 30,263 -563 -2%
EGI
114
EAM Global Investors
California
$3.78M 29,473 – –
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$3.74M 29,146 -109 -0.4%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$3.69M 28,794 – –
MIM
117
MetLife Investment Management
New Jersey
$3.69M 28,757 -479 -2%
AB
118
Amalgamated Bank
New York
$3.65M 28,436 -5,198 -15%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$3.5M 27,319 +48 +0.2%
OAM
120
Oppenheimer Asset Management
New York
$3.49M 27,264 -8,488 -24%
CCM
121
Cinctive Capital Management
New York
$3.45M 26,943 +26,943 New
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$3.42M 26,709 +1,631 +7%
American Century Companies
123
American Century Companies
Missouri
$3.39M 26,478 -26,070 -50%
RBA
124
Richard Bernstein Advisors
New York
$3.38M 26,365 – –
Renaissance Technologies
125
Renaissance Technologies
New York
$3.21M 25,000 -8,700 -26%
3 4
5
6 7