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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.

New
Increased
Maintained
Reduced
Closed
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
Millennium Management
New York
$67.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$54.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$193M
4
EAM
Eagle Asset Management
Florida
$75.9M
5
Norges Bank
Norges Bank
Norway
$96.8M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
$161M
2
Jennison Associates
Jennison Associates
New York
$16.9M
3
Morgan Stanley
Morgan Stanley
New York
$75.9M
4
ClearBridge Investments
ClearBridge Investments
New York
$117M
5
EA
Emerald Advisers
Pennsylvania
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
TownSquare Capital
Utah
$3.24M +$533K +3,949 +20%
CIC
127
Chase Investment Counsel
Virginia
$3.18M +$3.18M +23,607 New
NA
128
NewEdge Advisors
Louisiana
$3.18M +$516K +3,824 +19%
VanEck Associates
129
VanEck Associates
New York
$3.15M +$521K +3,862 +20%
WCF
130
West Coast Financial
California
$3.08M -$119K -881 -4%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$3.07M -$1.07M -7,906 -26%
Corient Private Wealth
132
Corient Private Wealth
Florida
$3.06M +$52.5K +389 +2%
YCM
133
Yousif Capital Management
Michigan
$3.05M -$232K -1,723 -7%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$3.03M -$897K -6,650 -23%
Treasurer of the State of North Carolina
135
Treasurer of the State of North Carolina
North Carolina
$3.02M -$27.9K -207 -0.9%
AI
136
Atria Investments
North Carolina
$2.92M +$147K +1,089 +5%
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$2.92M +$238K +1,766 +9%
Jane Street
138
Jane Street
New York
$2.89M +$2.89M +21,447 New
State of New Jersey Common Pension Fund D
139
State of New Jersey Common Pension Fund D
New Jersey
$2.86M -$1.02M -7,561 -26%
RFC
140
Regions Financial Corp
Alabama
$2.82M -$47.5K -352 -2%
DC
141
Davenport & Co
Virginia
$2.75M +$25.4K +188 +0.9%
Daiwa Securities Group
142
Daiwa Securities Group
Japan
$2.73M +$47.1K +349 +2%
HCM
143
Hilton Capital Management
New York
$2.71M +$79.8K +592 +3%
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$2.66M +$330K +2,448 +14%
CAM
145
Cresset Asset Management
Illinois
$2.47M -$192K -1,427 -7%
Deutsche Bank
146
Deutsche Bank
Germany
$2.45M +$1.61M +11,914 +192%
MML Investors Services
147
MML Investors Services
Massachusetts
$2.42M -$142K -1,054 -6%
AIP
148
Ameritas Investment Partners
Nebraska
$2.42M -$47.9K -355 -2%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$2.41M – – –
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.4M +$2.36M +17,531 +6,517%
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