HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$41.6M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$44.8M
3
EAM
Eagle Asset Management
Florida
$129M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$24.2M
5
Charles Schwab
Charles Schwab
California
$95M

Top Sellers

1
Millennium Management
Millennium Management
New York
$25.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$112M
3
Ameriprise
Ameriprise
Minnesota
$110M
4
Brown Advisory
Brown Advisory
Maryland
$32.5M
5
BAMCO Inc
BAMCO Inc
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
126
Sanctuary Advisors
Indiana
$3.78M +$879K +4,658 +30%
AG
127
Algert Global
California
$3.66M +$1.35M +8,530 +58%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$3.62M +$82.2K +520 +2%
Janus Henderson Group
129
Janus Henderson Group
United Kingdom
$3.59M – – –
AI
130
Atria Investments
North Carolina
$3.55M +$128K +809 +4%
WCF
131
West Coast Financial
California
$3.48M -$128K -813 -4%
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$3.44M +$18.2K +115 +0.5%
DWA
133
Dorsey Wright & Associates
California
$3.39M +$3.39M +21,456 New
RFC
134
Regions Financial Corp
Alabama
$3.29M -$23.1K -146 -0.7%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$3.28M +$1.89M +11,975 +136%
DC
136
Davenport & Co
Virginia
$3.22M -$3.32K -21 -0.1%
YCM
137
Yousif Capital Management
Michigan
$3.19M -$382K -2,417 -11%
WHGC
138
Wealth High Governance Capital
Brazil
$3.16M +$3.16M +20,000 New
MML Investors Services
139
MML Investors Services
Massachusetts
$3.14M +$295K +1,869 +10%
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$3.11M -$1.58K -10 -0.1%
Daiwa Securities Group
141
Daiwa Securities Group
Japan
$3.08M -$113K -713 -4%
CAM
142
Cresset Asset Management
Illinois
$3.04M +$138K +875 +5%
Deutsche Bank
143
Deutsche Bank
Germany
$3.02M +$152K +960 +5%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$2.93M +$866K +5,483 +42%
HCM
145
Hilton Capital Management
New York
$2.8M -$374K -2,364 -12%
AIP
146
Ameritas Investment Partners
Nebraska
$2.8M -$37.9K -240 -1%
Corient Private Wealth
147
Corient Private Wealth
Florida
$2.79M -$792K -5,011 -22%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$2.76M -$72.7K -460 -3%
GWM
149
Geneos Wealth Management
Colorado
$2.73M +$104K +655 +4%
New York State Teachers Retirement System (NYSTRS)
150
New York State Teachers Retirement System (NYSTRS)
New York
$2.72M +$15.8K +100 +0.6%
4 5
6
7 8