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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.

Holders
399
Holders Change
+8
Holders Change %
+2.05%
% of All Funds
5.79%
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
1
Eagle Asset Management
Florida
$58.2M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$391M
3
Jennison Associates
3
Jennison Associates
New York
$44.5M
4
Invesco
4
Invesco
Georgia
$36.4M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.2M
2
BlackRock
2
BlackRock
New York
$638M
3
Ameriprise
3
Ameriprise
Minnesota
$116M
4
Jane Street
4
Jane Street
New York
$0
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$654M 5,104,143 +29,843 +0.6%
BlackRock
2
BlackRock
New York
$638M 4,977,157 -332,182 -6%
EARNEST Partners
3
EARNEST Partners
Georgia
$412M 3,211,504 -18,657 -0.6%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$391M 3,049,743 +263,931 +9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$258M 2,014,295 -206,722 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$216M 1,686,177 -105,521 -6%
State Street
7
State Street
Massachusetts
$205M 1,598,993 +86,983 +6%
BAM
8
Burgundy Asset Management
Ontario, Canada
$192M 1,500,016 -214,464 -13%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$170M 1,324,155 -22,668 -2%
BAMCO Inc
10
BAMCO Inc
New York
$166M 1,298,140 -470 -0%
FMI
11
Fiduciary Management Inc
Wisconsin
$154M 1,204,741 +9,144 +0.8%
Bank of America
12
Bank of America
North Carolina
$140M 1,093,884 +74,656 +7%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$129M 1,008,124 +14,292 +1%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$129M 1,003,286 -30,940 -3%
ClearBridge Investments
15
ClearBridge Investments
New York
$121M 946,385 -148,032 -14%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$116M 907,464 +58,617 +7%
Ameriprise
17
Ameriprise
Minnesota
$116M 906,216 -251,731 -22%
Capital International Investors
18
Capital International Investors
California
$102M 792,349 +276 +0%
Morgan Stanley
19
Morgan Stanley
New York
$95.2M 742,400 -680,140 -48%
SEI Investments
20
SEI Investments
Pennsylvania
$93.7M 731,130 +37,882 +5%
VBA
21
Van Berkom & Associates
Quebec, Canada
$90.2M 703,988 -93,875 -12%
AllianceBernstein
22
AllianceBernstein
Tennessee
$85.4M 666,449 -168,362 -20%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$80.6M 629,140 -3,311 -0.5%
Norges Bank
24
Norges Bank
Norway
$79M 616,437 +30,791 +5%
Northern Trust
25
Northern Trust
Illinois
$74.8M 583,850 -56,754 -9%
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