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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 %
Verition Fund Management
201
Verition Fund Management
Connecticut
$1.7M +$1.7M +9,790 New
SEA
202
Stegent Equity Advisors
Texas
$1.7M +$1.7M +9,764 New
UBP
203
Union Bancaire Privee
Switzerland
$1.66M +$1.66M +9,506 New
LTAS
204
Linden Thomas Advisory Services
North Carolina
$1.64M +$36.1K +208 +2%
VOYA Investment Management
205
VOYA Investment Management
Georgia
$1.64M -$173K -999 -10%
Osaic Holdings
206
Osaic Holdings
Arizona
$1.61M +$432K +2,486 +36%
PAS
207
Park Avenue Securities
New York
$1.61M +$278K +1,599 +21%
Lazard Asset Management
208
Lazard Asset Management
New York
$1.35M +$416K +2,400 +45%
SWIG
209
Strategic Wealth Investment Group
Kentucky
$1.35M -$56.3K -324 -4%
BCI
210
Brinker Capital Investments
Pennsylvania
$1.34M -$34K -196 -2%
OPS
211
Orion Portfolio Solutions
Nebraska
$1.34M -$34K -196 -2%
FB
212
Fulton Bank
Pennsylvania
$1.32M +$72.6K +418 +6%
ET
213
Entropy Technologies
New York
$1.3M +$765K +4,407 +142%
Pictet Asset Management
214
Pictet Asset Management
Switzerland
$1.3M +$186K +1,072 +17%
CCIA
215
Campbell & Co Investment Adviser
Maryland
$1.3M +$1.3M +7,459 New
VPIM
216
Vanguard Personalized Indexing Management
California
$1.26M +$27.8K +160 +2%
Deutsche Bank
217
Deutsche Bank
Germany
$1.25M -$2.06M -11,879 -62%
Nomura Holdings
218
Nomura Holdings
Japan
$1.23M +$1.23M +7,110 New
TFCM
219
Taylor Frigon Capital Management
Arizona
$1.17M -$966K -5,565 -45%
ASN
220
Advisory Services Network
Georgia
$1.15M +$717K +4,130 +165%
EW
221
Evoke Wealth
California
$1.15M +$1.15M +6,603 New
X
222
Xponance
Pennsylvania
$1.13M +$62.5K +360 +6%
COI
223
Connable Office Inc
Michigan
$1.12M – – –
JIR
224
James Investment Research
Ohio
$1.1M – – –
BA
225
Bridgewater Associates
Connecticut
$1.08M -$88.9K -512 -8%
7 8
9
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