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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 %
WC
101
Weil Company
California
$5.34M 39,577 +5,081 +15%
Man Group
102
Man Group
United Kingdom
$5.31M 39,403 -1,338 -3%
TPSF
103
Texas Permanent School Fund
Texas
$5.26M 39,009 -6,605 -14%
Canada Life
104
Canada Life
Manitoba, Canada
$5.26M 38,995 +3,595 +10%
RCW
105
Rheos Capital Works
Japan
$5.18M 38,400 +38,400 New
Fiera Capital (Canada)
106
Fiera Capital (Canada)
Quebec, Canada
$4.99M 36,997 +318 +0.9%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$4.93M 36,536 -22 -0.1%
VI
108
Vestcor Inc
New Brunswick, Canada
$4.52M 33,478 – –
US Bancorp
109
US Bancorp
Minnesota
$4.47M 33,165 +279 +0.8%
WTC
110
WhitTier Trust Company
Nevada
$4.3M 31,871 +1,185 +4%
Barclays
111
Barclays
United Kingdom
$4.09M 30,338 -36,382 -55%
Prudential Financial
112
Prudential Financial
New Jersey
$4.08M 30,253 +15,747 +109%
OAM
113
Oppenheimer Asset Management
New York
$3.85M 28,523 +1,259 +5%
Comerica Bank
114
Comerica Bank
Texas
$3.84M 28,442 -1,821 -6%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$3.78M 28,029 +1,320 +5%
MIM
116
MetLife Investment Management
New Jersey
$3.75M 27,777 -980 -3%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$3.65M 27,076 +4,383 +19%
AB
118
Amalgamated Bank
New York
$3.57M 26,494 -1,942 -7%
RBA
119
Richard Bernstein Advisors
New York
$3.56M 26,368 +3 +0%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$3.54M 26,251 -1,068 -4%
CCM
121
Cinctive Capital Management
New York
$3.5M 25,935 -1,008 -4%
American Century Companies
122
American Century Companies
Missouri
$3.46M 25,662 -816 -3%
HA
123
Harbor Advisors
Florida
$3.37M 25,000 – –
SA
124
SpiderRock Advisors
Delaware
$3.29M 24,432 -1,100 -4%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$3.29M 24,178 +1,171 +5%
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5
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