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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 %
GIP
101
Granite Investment Partners
California
$6.64M 38,239 -4,108 -10%
Renaissance Technologies
102
Renaissance Technologies
New York
$6.43M 37,000 -19,900 -35%
Polen Capital Management
103
Polen Capital Management
Florida
$6.25M 35,999 -32,312 -47%
FNBT
104
FineMark National Bank & Trust
Florida
$6.07M 34,928 -13,555 -28%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.05M 34,845 -5,626 -14%
WTC
106
WhitTier Trust Company
Nevada
$6.03M 34,743 +1,478 +4%
EP
107
Edgestream Partners
New Jersey
$5.93M 34,139 +25,378 +290%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$5.87M 33,808 +4,170 +14%
VI
109
Vestcor Inc
New Brunswick, Canada
$5.82M 33,490 -1,791 -5%
US Bancorp
110
US Bancorp
Minnesota
$5.74M 33,051 -1,073 -3%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$5.65M 32,507 -8,947 -22%
PC
112
Pier Capital
Connecticut
$5.54M 31,893 -35,197 -52%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$5.54M 31,882 +5,486 +21%
BAM
114
Bell Asset Management
Australia
$5.47M 31,498 -378 -1%
MIM
115
MetLife Investment Management
New Jersey
$5.28M 30,399 +2,737 +10%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$5.17M 29,721 +23,714 +395%
WLPWM
117
Walled Lake Planning & Wealth Management
Illinois
$5.14M 29,620 -15,405 -34%
GCM
118
Gunderson Capital Management
South Carolina
$5.13M 29,556 +29,556 New
TC
119
TownSquare Capital
Utah
$5.06M 29,114 +3,460 +13%
OAM
120
Oppenheimer Asset Management
New York
$4.95M 28,490 -723 -2%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$4.77M 27,485 +1,261 +5%
AB
122
Amalgamated Bank
New York
$4.72M 27,157 -77 -0.3%
RBA
123
Richard Bernstein Advisors
New York
$4.58M 26,368 – –
NA
124
NewEdge Advisors
Louisiana
$4.57M 26,312 +1,480 +6%
Comerica Bank
125
Comerica Bank
Texas
$4.5M 25,888 -536 -2%
3 4
5
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