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Houlihan Lokey
HLI
HLI
505 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, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
149% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 41
36% more call options, than puts
Call options by funds: $6.51M | Put options by funds: $4.78M
12% more funds holding
Funds holding: 451 → 505 (+54)
11% more capital invested
Capital invested by funds: $8.36B → $9.29B (+$931M)
5% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 165
0.2% more ownership
Funds ownership: 99.3% → 99.5% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$101M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$53.8M |
| 3 |
BlackRock
New York
|
+$46.6M |
| 4 |
Jennison Associates
New York
|
+$41.8M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$36.8M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$61.8M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
-$46.4M |
| 3 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$36.3M |
| 4 |
ClearBridge Investments
New York
|
-$36.1M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$25.4M |
