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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
1
Invesco
Georgia
$181M
2
Prudential Financial
2
Prudential Financial
New Jersey
$60.3M
3
BlackRock
3
BlackRock
New York
$932M
4
Jennison Associates
4
Jennison Associates
New York
$53.4M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$570M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$260M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$515M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$70.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$110M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
151
Prana Capital Management
Connecticut
$3.3M +$3.3M +18,977 New
Jacobs Levy Equity Management
152
Jacobs Levy Equity Management
New Jersey
$3.28M +$3.28M +18,890 New
HCM
153
Hilton Capital Management
New York
$3.23M +$151K +867 +5%
SG Americas Securities
154
SG Americas Securities
New York
$3.14M +$2.89M +16,633 +1,149%
Corient Private Wealth
155
Corient Private Wealth
Florida
$3.14M +$63.7K +367 +2%
Voloridge Investment Management
156
Voloridge Investment Management
Florida
$3.09M +$3.09M +17,800 New
GWM
157
Geneos Wealth Management
Colorado
$3.09M +$85.4K +492 +3%
New York State Teachers Retirement System (NYSTRS)
158
New York State Teachers Retirement System (NYSTRS)
New York
$3.08M +$84.7K +488 +3%
AIP
159
Ameritas Investment Partners
Nebraska
$3.04M -$28.7K -165 -0.9%
Daiwa Securities Group
160
Daiwa Securities Group
Japan
$3.02M -$364K -2,098 -11%
Capital Fund Management (CFM)
161
Capital Fund Management (CFM)
France
$3M +$3M +17,284 New
State of New Jersey Common Pension Fund D
162
State of New Jersey Common Pension Fund D
New Jersey
$2.98M – – –
Jane Street
163
Jane Street
New York
$2.96M +$1.35M +7,779 +84%
MF
164
Magnetar Financial
Illinois
$2.95M +$2.95M +17,007 New
MCM
165
Monument Capital Management
Virginia
$2.93M +$100K +577 +4%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$2.89M -$142K -820 -5%
ASRS
167
Arizona State Retirement System
Arizona
$2.69M +$62.2K +358 +2%
LSERS
168
Louisiana State Employees Retirement System
Louisiana
$2.59M +$34.7K +200 +1%
IMRF
169
Illinois Municipal Retirement Fund
Illinois
$2.58M – – –
AG
170
Algert Global
California
$2.49M -$1.52M -8,773 -38%
ETC
171
Exchange Traded Concepts
Oklahoma
$2.45M +$313K +1,803 +15%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$2.4M +$353K +2,033 +17%
D.E. Shaw & Co
173
D.E. Shaw & Co
New York
$2.34M +$779K +4,483 +50%
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$2.34M +$226K +1,300 +11%
Citigroup
175
Citigroup
New York
$2.32M +$252K +1,449 +12%
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