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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 %
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$912K +$9.04K +67 +1%
Amundi
202
Amundi
France
$907K +$907K +6,738 New
FB
203
Fulton Bank
Pennsylvania
$905K +$674 +5 +0.1%
Allspring Global Investments
204
Allspring Global Investments
North Carolina
$894K – – –
BA
205
Bridgewater Associates
Connecticut
$874K +$874K +6,482 New
COI
206
Connable Office Inc
Michigan
$871K -$72.7K -539 -8%
AWCI
207
Alpine Woods Capital Investors
New York
$862K +$306K +2,267 +55%
IIC
208
Integrated Investment Consultants
Michigan
$857K – – –
JIR
209
James Investment Research
Ohio
$855K -$270 -2 -0%
Citadel Advisors
210
Citadel Advisors
Florida
$833K +$833K +6,180 New
X
211
Xponance
Pennsylvania
$801K -$80.9K -600 -9%
NGA
212
Naples Global Advisors
Florida
$799K -$10.8K -80 -1%
SWM
213
Sendero Wealth Management
Texas
$785K – – –
NS
214
NBC Securities
Alabama
$778K -$17.8K -132 -2%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$762K – – –
EAM
216
EFG Asset Management
Oregon
$732K -$732K -5,424 -50%
MGIA
217
Moneta Group Investment Advisors
Missouri
$732K +$122K +901 +20%
BHPW
218
Beverly Hills Private Wealth
California
$721K -$73.1K -542 -9%
Renaissance Technologies
219
Renaissance Technologies
New York
$715K -$2.66M -19,700 -79%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$690K +$13.8K +102 +2%
STA
221
Summit Trail Advisors
New York
$688K +$157K +1,164 +30%
XT
222
XTX Topco
Cayman Islands
$687K +$687K +5,093 New
IP
223
Isthmus Partners
Wisconsin
$685K – – –
BCM
224
Brookstone Capital Management
Illinois
$645K -$161K -1,086 -20%
SIM
225
Studio Investment Management
Illinois
$634K -$405 -3 -0.1%
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