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Houlihan Lokey
HLI

Overview Fund Activity

391 hedge funds and large institutions have $6.61B invested in Houlihan Lokey in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 26 closing their positions.

Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
5.73%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
87
Increased
125
Reduced
130
Closed
26
Calls
$8.72M
Puts
$1.01M
Net Calls
+$7.71M
Net Calls Change
+$3.22M

Top Buyers

1
BlackRock
1
BlackRock
New York
$637M
2
Morgan Stanley
2
Morgan Stanley
New York
$171M
3
State Street
3
State Street
Massachusetts
$181M
4
Capital International Investors
4
Capital International Investors
California
$95M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$215M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$100M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$266M
3
Millennium Management
3
Millennium Management
New York
$0
4
Franklin Resources
4
Franklin Resources
California
$37.9M
5
GKIM
5
GW&K Investment Management
Massachusetts
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$637M 5,309,339 +2,262,880 +74%
Vanguard Group
2
Vanguard Group
Pennsylvania
$608M 5,074,300 +143,560 +3%
EARNEST Partners
3
EARNEST Partners
Georgia
$387M 3,230,161 +106,910 +3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$334M 2,785,812 +25,668 +0.9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$266M 2,221,017 -502,670 -18%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$215M 1,791,698 +284,088 +19%
BAM
7
Burgundy Asset Management
Ontario, Canada
$206M 1,714,480 +46,443 +3%
State Street
8
State Street
Massachusetts
$181M 1,512,010 +636,333 +73%
Morgan Stanley
9
Morgan Stanley
New York
$171M 1,422,540 +699,498 +97%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$161M 1,346,823 -9,589 -0.7%
BAMCO Inc
11
BAMCO Inc
New York
$156M 1,298,610 -967 -0.1%
FMI
12
Fiduciary Management Inc
Wisconsin
$143M 1,195,597 +39,705 +3%
Ameriprise
13
Ameriprise
Minnesota
$139M 1,157,947 +59,513 +5%
ClearBridge Investments
14
ClearBridge Investments
New York
$131M 1,094,417 -85,078 -7%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$124M 1,034,226 -9,618 -0.9%
Bank of America
16
Bank of America
North Carolina
$122M 1,019,228 +2,697 +0.3%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$119M 993,832 +45,717 +5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$102M 848,847 +49,465 +6%
AllianceBernstein
19
AllianceBernstein
Tennessee
$100M 834,811 -776,940 -48%
VBA
20
Van Berkom & Associates
Quebec, Canada
$95.7M 797,863 -69,173 -8%
Capital International Investors
21
Capital International Investors
California
$95M 792,073 +286,746 +57%
SEI Investments
22
SEI Investments
Pennsylvania
$83.1M 693,248 +194,867 +39%
Northern Trust
23
Northern Trust
Illinois
$76.8M 640,604 +146,996 +30%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$75.8M 632,451 -32,314 -5%
Norges Bank
25
Norges Bank
Norway
$70.2M 585,646 +25,256 +5%
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