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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 %
New York State Teachers Retirement System (NYSTRS)
151
New York State Teachers Retirement System (NYSTRS)
New York
$2.31M +$13.5K +100 +0.6%
KCM
152
Kennedy Capital Management
Missouri
$2.27M +$342K +2,538 +18%
GWM
153
Geneos Wealth Management
Colorado
$2.24M +$76.7K +569 +4%
IMRF
154
Illinois Municipal Retirement Fund
Illinois
$2.01M – – –
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$2M -$27K -200 -1%
TFCM
156
Taylor Frigon Capital Management
Arizona
$1.98M -$53.7K -398 -3%
TI
157
Tidal Investments
Wisconsin
$1.97M +$478K +3,541 +32%
AG
158
Algert Global
California
$1.97M +$175K +1,299 +10%
ASRS
159
Arizona State Retirement System
Arizona
$1.97M +$48.6K +360 +3%
SA
160
Sanctuary Advisors
Indiana
$1.94M +$1.94M +15,349 New
SG Americas Securities
161
SG Americas Securities
New York
$1.84M +$1.84M +13,676 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$1.83M -$336K -2,495 -16%
Truist Financial
163
Truist Financial
North Carolina
$1.83M -$260K -1,931 -12%
TPM
164
Triasima Portfolio Management
Quebec, Canada
$1.82M – – –
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$1.78M -$170K -1,262 -9%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$1.76M -$62.6K -464 -3%
SOMRS
167
State of Michigan Retirement System
Michigan
$1.7M -$27K -200 -2%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$1.68M -$2.76M -20,484 -62%
Pacer Advisors
169
Pacer Advisors
Pennsylvania
$1.65M +$394K +2,922 +31%
AWM
170
Avior Wealth Management
Nebraska
$1.63M -$4.32K -32 -0.3%
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$1.58M +$8.5K +63 +0.5%
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
$1.57M -$18.9K -140 -1%
COPPSERS
173
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.57M +$10.4K +77 +0.7%
CS
174
Cannell & Spears
New York
$1.57M -$86.3K -640 -5%
EF
175
Empowered Funds
Pennsylvania
$1.56M +$122K +904 +8%
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