Houlihan Lokey
HLI
401 hedge funds and large institutions have $6.81B invested in Houlihan Lokey in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 157 reducing their positions, and 42 closing their positions.
4,646% more call options, than puts
Call options by funds: $6.08M | Put options by funds: $128K
31% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 42
2% more funds holding
Funds holding: 392 → 401 (+9)
2% more capital invested
Capital invested by funds: $6.65B → $6.81B (+$163M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4.24% less ownership
Funds ownership: 106.18% → 101.94% (-4.2%)
13% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$41.6M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$32.7M |
| 3 |
Jennison Associates
New York
|
+$20M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$15M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$132M |
| 2 |
BlackRock
New York
|
-$41.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.1M |
| 4 |
Jane Street
New York
|
-$29.5M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$26.5M |
HLI Hedge Fund Activity: Q1 2024 in Review
401 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2024, worth a combined $6.81B — up 2.5% from $6.65B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new HLI positions and 42 closed out — a net gain of 13 holders — while 136 added to existing stakes and 157 trimmed.
The largest buyer was Eagle Asset Management, adding an estimated $41.6M. The largest seller was Neuberger Berman Group, cutting an estimated $132M.
- 401 institutional investors held Houlihan Lokey (HLI) as of Q1 2024, up from 392 in Q4 2023.
- Funds reported $6.81B of Houlihan Lokey stock for Q1 2024, up 2.5% quarter-over-quarter.
- 55 funds opened new Houlihan Lokey positions in Q1 2024 and 42 closed out, a net change of +13 holders.
- The largest Houlihan Lokey buyer in Q1 2024 was Eagle Asset Management, an estimated $41.6M added.
- The largest Houlihan Lokey seller in Q1 2024 was Neuberger Berman Group, an estimated $132M sold.
Based on aggregated 13F filings for Q1 2024.