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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.

New
Increased
Maintained
Reduced
Closed
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
Invesco
Invesco
Georgia
$181M
2
Prudential Financial
Prudential Financial
New Jersey
$60.3M
3
BlackRock
BlackRock
New York
$932M
4
Jennison Associates
Jennison Associates
New York
$53.4M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$570M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$260M
2
EARNEST Partners
EARNEST Partners
Georgia
$515M
3
VBA
Van Berkom & Associates
Quebec, Canada
$70.4M
4
ClearBridge Investments
ClearBridge Investments
New York
$110M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$4.48M +$280K +1,612 +7%
HA
127
Harbor Advisors
Florida
$4.34M – – –
WC
128
Weil Company
California
$4.29M -$1.75M -10,080 -29%
Janus Henderson Group
129
Janus Henderson Group
United Kingdom
$4.28M +$333K +1,917 +8%
American Century Companies
130
American Century Companies
Missouri
$4.18M +$1.51M +8,695 +57%
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$4.16M +$2.08M +11,995 +100%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$4M +$26K +150 +0.7%
TPM
133
Triasima Portfolio Management
Quebec, Canada
$3.93M +$1.51M +8,704 +62%
DWA
134
Dorsey Wright & Associates
California
$3.89M +$164K +942 +4%
MML Investors Services
135
MML Investors Services
Massachusetts
$3.69M +$238K +1,372 +7%
TI
136
Tidal Investments
Wisconsin
$3.68M +$785K +4,520 +27%
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$3.66M -$127K -732 -3%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$3.6M +$379K +2,183 +12%
WCF
139
West Coast Financial
California
$3.53M -$295K -1,699 -8%
SA
140
Sanctuary Advisors
Indiana
$3.52M -$80.2K -445 -2%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$3.51M -$99K -570 -3%
RFC
142
Regions Financial Corp
Alabama
$3.5M -$110K -631 -3%
AI
143
Atria Investments
North Carolina
$3.46M -$442K -2,548 -11%
KBC Group
144
KBC Group
Belgium
$3.46M +$3.23M +18,617 +1,448%
AQR Capital Management
145
AQR Capital Management
Connecticut
$3.43M +$876K +5,047 +34%
DC
146
Davenport & Co
Virginia
$3.41M -$125K -717 -4%
YCM
147
Yousif Capital Management
Michigan
$3.39M -$115K -664 -3%
State Board of Administration of Florida Retirement System
148
State Board of Administration of Florida Retirement System
Florida
$3.37M -$50.4K -290 -1%
EF
149
Empowered Funds
Pennsylvania
$3.31M +$806K +4,641 +32%
PFSRSONJ
150
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.3M +$3.3M +18,992 New
4 5
6
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