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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
New York
$637M
2
Morgan Stanley
Morgan Stanley
New York
$171M
3
State Street
State Street
Massachusetts
$181M
4
Capital International Investors
Capital International Investors
California
$95M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$215M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$100M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$266M
3
Millennium Management
Millennium Management
New York
$0
4
Franklin Resources
Franklin Resources
California
$37.9M
5
GKIM
GW&K Investment Management
Massachusetts
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
126
West Coast Financial
California
$3.03M -$10.3M -85,699 -77%
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$3.01M +$159K +1,322 +6%
HA
128
Harbor Advisors
Florida
$3M – – –
YCM
129
Yousif Capital Management
Michigan
$2.96M +$2.96M +24,688 New
CCIA
130
Campbell & Co Investment Adviser
Maryland
$2.91M +$2.91M +24,284 New
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$2.89M -$4.8K -40 -0.2%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$2.71M +$386K +3,163 +17%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$2.69M +$26.4K +220 +1%
Corient Private Wealth
134
Corient Private Wealth
Florida
$2.67M +$85.6K +714 +3%
AI
135
Atria Investments
North Carolina
$2.59M +$404K +3,367 +18%
RFC
136
Regions Financial Corp
Alabama
$2.58M -$8.51K -71 -0.3%
AIMCA
137
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.52M -$45.2K -377 -2%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$2.38M +$597K +4,981 +33%
MML Investors Services
139
MML Investors Services
Massachusetts
$2.32M -$231K -1,926 -9%
Bank of Nova Scotia
140
Bank of Nova Scotia
Ontario, Canada
$2.3M +$554K +4,620 +32%
NA
141
NewEdge Advisors
Louisiana
$2.29M +$939K +7,763 +69%
AIP
142
Ameritas Investment Partners
Nebraska
$2.18M +$1.37M +11,396 +168%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$2.15M -$155K -1,292 -7%
DC
144
Davenport & Co
Virginia
$2.08M -$113K -946 -5%
Prudential Financial
145
Prudential Financial
New Jersey
$2.08M +$446K +3,718 +27%
AG
146
Algert Global
California
$1.89M +$1.16M +9,650 +159%
EP
147
Edgestream Partners
New Jersey
$1.88M +$1.1M +9,145 +140%
KCM
148
Kennedy Capital Management
Missouri
$1.85M -$382K -3,185 -17%
GWM
149
Geneos Wealth Management
Colorado
$1.85M -$24.5K -204 -1%
TFCM
150
Taylor Frigon Capital Management
Arizona
$1.85M -$56.2K -469 -3%
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