HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$41.6M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$44.8M
3
EAM
Eagle Asset Management
Florida
$129M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$24.2M
5
Charles Schwab
Charles Schwab
California
$95M

Top Sellers

1
Millennium Management
Millennium Management
New York
$25.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$112M
3
Ameriprise
Ameriprise
Minnesota
$110M
4
Brown Advisory
Brown Advisory
Maryland
$32.5M
5
BAMCO Inc
BAMCO Inc
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
176
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.85M +$16.3K +103 +0.9%
CS
177
Cannell & Spears
New York
$1.83M – – –
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$1.75M +$205K +1,213 +13%
OPERF
179
Oregon Public Employees Retirement Fund
Oregon
$1.71M -$9.17K -58 -0.5%
NMERB
180
New Mexico Educational Retirement Board
New Mexico
$1.68M – – –
VOYA Investment Management
181
VOYA Investment Management
Georgia
$1.65M -$117K -742 -7%
Pacer Advisors
182
Pacer Advisors
Pennsylvania
$1.64M -$287K -1,814 -15%
CIC
183
Crawford Investment Counsel
Georgia
$1.63M -$7.27M -46,029 -82%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$1.59M -$377K -2,386 -19%
IWC
185
Integrated Wealth Concepts
Massachusetts
$1.59M +$218K +1,380 +16%
AssetMark Inc
186
AssetMark Inc
California
$1.55M +$1.49M +9,433 +2,482%
Jane Street
187
Jane Street
New York
$1.46M -$1.93M -12,197 -57%
LTAS
188
Linden Thomas Advisory Services
North Carolina
$1.46M +$75.7K +479 +5%
D.E. Shaw & Co
189
D.E. Shaw & Co
New York
$1.42M +$1.42M +8,994 New
EP
190
Edgestream Partners
New Jersey
$1.38M -$7.79M -49,311 -85%
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.37M -$1.44M -9,108 -51%
Squarepoint
192
Squarepoint
New York
$1.34M +$1.34M +8,481 New
SWIG
193
Strategic Wealth Investment Group
Kentucky
$1.29M +$9.9K +62 +0.8%
BCI
194
Brinker Capital Investments
Pennsylvania
$1.25M +$747K +4,725 +148%
OPS
195
Orion Portfolio Solutions
Nebraska
$1.25M +$747K +4,725 +148%
SA
196
SpiderRock Advisors
Delaware
$1.22M -$2.64M -16,732 -68%
PAS
197
Park Avenue Securities
New York
$1.22M -$132K -835 -10%
P
198
&Partners
Tennessee
$1.21M +$675K +4,274 +127%
RJFSA
199
Raymond James Financial Services Advisors
Florida
$1.18M +$48K +304 +4%
CCM
200
Cinctive Capital Management
New York
$1.17M -$2.92M -18,509 -71%
6 7
8
9 10