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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.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+8
Holders Change %
+2.05%
% of All Funds
5.78%
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
Eagle Asset Management
Florida
$58.2M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$391M
3
Jennison Associates
Jennison Associates
New York
$44.5M
4
Invesco
Invesco
Georgia
$36.4M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$95.2M
2
BlackRock
BlackRock
New York
$638M
3
Ameriprise
Ameriprise
Minnesota
$116M
4
Jane Street
Jane Street
New York
$0
5
BAM
Burgundy Asset Management
Ontario, Canada
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$2.06M +$83.1K +648 +4%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$2.06M -$242K -1,887 -11%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$2.03M +$269K +2,097 +15%
Mirae Asset Global Investments
154
Mirae Asset Global Investments
South Korea
$1.99M +$1.99M +22,185 New
Truist Financial
155
Truist Financial
North Carolina
$1.98M -$3.18M -24,843 -62%
TFCM
156
Taylor Frigon Capital Management
Arizona
$1.93M -$39.9K -311 -2%
LSERS
157
Louisiana State Employees Retirement System
Louisiana
$1.92M +$64.1K +500 +3%
ECM
158
ExodusPoint Capital Management
New York
$1.91M +$1.91M +14,930 New
IMRF
159
Illinois Municipal Retirement Fund
Illinois
$1.91M – – –
Prudential Financial
160
Prudential Financial
New Jersey
$1.86M -$363K -2,829 -16%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$1.85M -$94.5K -737 -5%
KCM
162
Kennedy Capital Management
Missouri
$1.83M -$153K -1,195 -8%
ASRS
163
Arizona State Retirement System
Arizona
$1.82M -$17.4K -136 -0.9%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$1.73M +$1.49M +11,605 +604%
TPM
165
Triasima Portfolio Management
Quebec, Canada
$1.73M +$1.48M +11,584 +604%
AG
166
Algert Global
California
$1.71M -$310K -2,420 -15%
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$1.65M -$218K -1,700 -12%
SOMRS
168
State of Michigan Retirement System
Michigan
$1.64M +$51.3K +400 +3%
CS
169
Cannell & Spears
New York
$1.57M +$1.57M +12,245 New
AWM
170
Avior Wealth Management
Nebraska
$1.56M +$12.9K +101 +0.8%
Citigroup
171
Citigroup
New York
$1.55M -$377K -2,941 -20%
State Board of Administration of Florida Retirement System
172
State Board of Administration of Florida Retirement System
Florida
$1.51M -$226K -2,588 -13%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$1.51M +$3.33K +26 +0.2%
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$1.49M +$18.2K +142 +1%
COPPSERS
175
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.48M +$17.9K +140 +1%
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