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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 %
CAM
176
Cresset Asset Management
Illinois
$2.31M -$1.02M -5,902 -31%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$2.24M -$182K -1,046 -8%
SOMRS
178
State of Michigan Retirement System
Michigan
$2.21M +$17.4K +100 +0.8%
KK
179
KLP Kapitalforvaltning
Norway
$2.19M +$2.19M +12,600 New
Amundi
180
Amundi
France
$2.18M +$2.16M +12,451 +9,223%
Truist Financial
181
Truist Financial
North Carolina
$2.14M -$80.6K -464 -4%
Mariner
182
Mariner
Kansas
$2.12M +$14.1K +81 +0.7%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$2.12M +$374K +2,155 +21%
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$2.07M +$21.5K +124 +1%
COPPSERS
185
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.06M +$21.9K +126 +1%
NAAA
186
New Age Alpha Advisors
New York
$2.05M +$2.05M +11,791 New
ACM
187
Aquatic Capital Management
Illinois
$2.03M +$2.03M +11,681 New
CS
188
Cannell & Spears
New York
$2.02M – – –
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$2M -$70.7K -407 -3%
GPGA
190
Grandeur Peak Global Advisors
Utah
$1.97M -$4.15M -23,889 -68%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$1.97M +$176K +1,015 +10%
AWM
192
Avior Wealth Management
Nebraska
$1.95M -$152K -877 -7%
IWC
193
Integrated Wealth Concepts
Massachusetts
$1.92M +$173K +996 +10%
OPERF
194
Oregon Public Employees Retirement Fund
Oregon
$1.89M +$6.77K +39 +0.4%
Pacer Advisors
195
Pacer Advisors
Pennsylvania
$1.89M +$81.4K +469 +5%
P
196
&Partners
Tennessee
$1.86M +$555K +3,242 +42%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$1.85M -$198K -1,139 -10%
NMERB
198
New Mexico Educational Retirement Board
New Mexico
$1.84M – – –
AssetMark Inc
199
AssetMark Inc
California
$1.83M +$130K +747 +8%
CIC
200
Crawford Investment Counsel
Georgia
$1.72M -$71.5K -412 -4%
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