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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.

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
1
BlackRock
New York
$637M
2
Morgan Stanley
2
Morgan Stanley
New York
$171M
3
State Street
3
State Street
Massachusetts
$181M
4
Capital International Investors
4
Capital International Investors
California
$95M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$215M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$100M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$266M
3
Millennium Management
3
Millennium Management
New York
$0
4
Franklin Resources
4
Franklin Resources
California
$37.9M
5
GKIM
5
GW&K Investment Management
Massachusetts
$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$1.82M -$190K -1,587 -9%
TC
152
TownSquare Capital
Utah
$1.81M +$288K +2,403 +19%
Citigroup
153
Citigroup
New York
$1.8M +$1.2K +10 +0.1%
IMRF
154
Illinois Municipal Retirement Fund
Illinois
$1.78M – – –
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$1.75M +$1.75M +14,590 New
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$1.74M +$1.74M +14,500 New
BA
157
Bridgewater Associates
Connecticut
$1.72M +$173K +1,443 +11%
ASRS
158
Arizona State Retirement System
Arizona
$1.72M -$12.8K -107 -0.7%
VanEck Associates
159
VanEck Associates
New York
$1.71M +$412K +3,439 +32%
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$1.69M +$933K +7,782 +123%
RJFSA
161
Raymond James Financial Services Advisors
Florida
$1.65M -$121K -1,012 -7%
CAM
162
Cresset Asset Management
Illinois
$1.65M +$49.8K +415 +3%
New York State Teachers Retirement System (NYSTRS)
163
New York State Teachers Retirement System (NYSTRS)
New York
$1.58M +$1.58M +13,151 New
SOMRS
164
State of Michigan Retirement System
Michigan
$1.49M +$1.49M +12,400 New
CC
165
Cannell & Co
New York
$1.47M – – –
HSBC Holdings
166
HSBC Holdings
United Kingdom
$1.46M -$910K -7,572 -38%
VIM
167
VELA Investment Management
Ohio
$1.45M – – –
AWM
168
Avior Wealth Management
Nebraska
$1.44M – – –
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$1.44M -$28.8K -240 -2%
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$1.43M +$1.43M +11,900 New
Capital Fund Management (CFM)
171
Capital Fund Management (CFM)
France
$1.42M +$1.42M +11,826 New
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
$1.41M -$52K -434 -4%
QC
173
Quadrature Capital
United Kingdom
$1.4M +$799K +6,665 +134%
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M +$1.38M +11,483 New
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$1.37M +$151K +1,257 +12%
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