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Houlihan Lokey
HLI

Overview Fund Activity

399 hedge funds and large institutions have $6.81B invested in Houlihan Lokey in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+8
Holders Change %
+2.05%
% of All Funds
5.78%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
54
Increased
135
Reduced
157
Closed
42
Calls
$6.08M
Puts
$128K
Net Calls
+$5.95M
Net Calls Change
-$1.76M

Top Buyers

1
EAM
Eagle Asset Management
Florida
$58.2M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$391M
3
Jennison Associates
Jennison Associates
New York
$44.5M
4
Invesco
Invesco
Georgia
$36.4M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$95.2M
2
BlackRock
BlackRock
New York
$638M
3
Ameriprise
Ameriprise
Minnesota
$116M
4
Jane Street
Jane Street
New York
$0
5
BAM
Burgundy Asset Management
Ontario, Canada
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
201
AQR Capital Management
Connecticut
$840K +$133K +1,040 +19%
X
202
Xponance
Pennsylvania
$838K -$7.69K -60 -0.9%
JIR
203
James Investment Research
Ohio
$813K +$641 +5 +0.1%
Deutsche Bank
204
Deutsche Bank
Germany
$797K +$33.2K +259 +4%
NGA
205
Naples Global Advisors
Florida
$770K – – –
NS
206
NBC Securities
Alabama
$756K -$537K -4,195 -42%
BHPW
207
Beverly Hills Private Wealth
California
$755K -$68.6K -535 -8%
SWM
208
Sendero Wealth Management
Texas
$746K – – –
SOADOR
209
State of Alaska Department of Revenue
Alaska
$724K +$10.2K +80 +1%
PP
210
PDT Partners
New York
$721K -$92.9K -725 -11%
BCM
211
Brookstone Capital Management
Illinois
$697K -$41.9K -327 -6%
VPIM
212
Vanguard Personalized Indexing Management
California
$693K -$70.4K -549 -9%
DA
213
Duality Advisers
Florida
$690K +$690K +5,383 New
Marshall Wace
214
Marshall Wace
United Kingdom
$679K +$679K +5,300 New
Voloridge Investment Management
215
Voloridge Investment Management
Florida
$676K -$5.26M -41,070 -89%
IP
216
Isthmus Partners
Wisconsin
$651K -$769 -6 -0.1%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$642K -$576K -4,492 -47%
IB
218
Intrust Bank
Kansas
$611K -$20.6K -161 -3%
SIM
219
Studio Investment Management
Illinois
$603K +$45.4K +354 +8%
CB
220
Commerce Bank
Missouri
$593K -$65.2K -509 -10%
Federated Hermes
221
Federated Hermes
Pennsylvania
$589K -$32.3K -252 -5%
CG
222
Clifford Group
Massachusetts
$585K +$2.56K +20 +0.4%
NRD
223
Nebula Research & Development
New York
$581K +$581K +4,536 New
MGIA
224
Moneta Group Investment Advisors
Missouri
$580K -$59.5K -464 -9%
RMC
225
Resources Management Corp
Connecticut
$571K -$1.28K -10 -0.2%
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