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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 %
HA
126
Harbor Advisors
Florida
$3.2M 25,000 – –
SA
127
SpiderRock Advisors
Delaware
$3.13M 25,532 +25,532 New
YCM
128
Yousif Capital Management
Michigan
$3.12M 24,344 -344 -1%
WCF
129
West Coast Financial
California
$3.04M 23,705 -1,581 -6%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$2.95M 23,007 +806 +4%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$2.91M 22,693 +10,680 +89%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$2.9M 22,590 +150 +0.7%
Corient Private Wealth
133
Corient Private Wealth
Florida
$2.86M 22,308 +15 +0.1%
RFC
134
Regions Financial Corp
Alabama
$2.73M 21,289 -192 -0.9%
AI
135
Atria Investments
North Carolina
$2.64M 20,599 -980 -5%
DC
136
Davenport & Co
Virginia
$2.59M 20,213 +2,837 +16%
TC
137
TownSquare Capital
Utah
$2.58M 20,107 +5,004 +33%
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$2.55M 19,906 +16,140 +429%
Daiwa Securities Group
139
Daiwa Securities Group
Japan
$2.55M 19,857 -10,765 -35%
CAM
140
Cresset Asset Management
Illinois
$2.53M 19,771 +6,037 +44%
NA
141
NewEdge Advisors
Louisiana
$2.53M 19,732 +782 +4%
AIMCA
142
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.52M 19,660 -1,316 -6%
VanEck Associates
143
VanEck Associates
New York
$2.5M 19,506 +5,217 +37%
HCM
144
Hilton Capital Management
New York
$2.5M 19,493 +10,977 +129%
MML Investors Services
145
MML Investors Services
Massachusetts
$2.44M 19,030 -297 -2%
PCM
146
Prelude Capital Management
New York
$2.35M 18,354 +14,968 +442%
AIP
147
Ameritas Investment Partners
Nebraska
$2.34M 18,293 +97 +0.5%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$2.3M 17,900 +6,000 +50%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$2.23M 17,375 +5,268 +44%
New York State Teachers Retirement System (NYSTRS)
150
New York State Teachers Retirement System (NYSTRS)
New York
$2.18M 17,038 +3,887 +30%
4 5
6
7 8