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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 %
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$1.54M +$1.54M +11,412 New
AQR Capital Management
177
AQR Capital Management
Connecticut
$1.54M +$653K +4,844 +74%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$1.51M +$38.2K +283 +3%
VOYA Investment Management
179
VOYA Investment Management
Georgia
$1.51M +$332K +2,460 +28%
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$1.47M -$270K -2,000 -16%
VIM
181
VELA Investment Management
Ohio
$1.45M – – –
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$1.43M – – –
Mariner
183
Mariner
Kansas
$1.42M +$56.8K +421 +4%
AIMCA
184
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.35M -$1.3M -9,663 -49%
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$1.32M +$216K +1,600 +20%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$1.23M +$56.1K +416 +5%
Allianz Asset Management
187
Allianz Asset Management
Germany
$1.22M +$1.22M +9,054 New
State of Tennessee, Department of Treasury
188
State of Tennessee, Department of Treasury
Tennessee
$1.19M – – –
LTAS
189
Linden Thomas Advisory Services
North Carolina
$1.18M +$28.3K +210 +2%
IWC
190
Integrated Wealth Concepts
Massachusetts
$1.17M +$161K +1,197 +16%
FFP
191
FourThought Financial Partners
Florida
$1.16M +$16K +119 +1%
Citigroup
192
Citigroup
New York
$1.15M -$480K -3,559 -29%
PAS
193
Park Avenue Securities
New York
$1.15M +$16.2K +120 +1%
SWIG
194
Strategic Wealth Investment Group
Kentucky
$1.09M +$1.09M +8,041 New
HSBC Holdings
195
HSBC Holdings
United Kingdom
$1.08M -$1.26M -9,386 -54%
RJFSA
196
Raymond James Financial Services Advisors
Florida
$962K -$1.17M -8,708 -55%
TD Asset Management
197
TD Asset Management
Ontario, Canada
$944K +$634K +4,700 +204%
AAS
198
Avantax Advisory Services
Texas
$944K +$695K +5,153 +280%
ETC
199
Exchange Traded Concepts
Oklahoma
$933K +$624K +4,629 +202%
VPIM
200
Vanguard Personalized Indexing Management
California
$932K +$205K +1,520 +28%
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