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Houlihan Lokey
HLI

Overview Fund Activity

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$41.6M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$44.8M
3
EAM
3
Eagle Asset Management
Florida
$129M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$24.2M
5
Charles Schwab
5
Charles Schwab
California
$95M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Millennium Management
2
Millennium Management
New York
$25.4M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$112M
4
Ameriprise
4
Ameriprise
Minnesota
$110M
5
Brown Advisory
5
Brown Advisory
Maryland
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$817M 5,167,079 +14,057 +0.3%
BlackRock
2
BlackRock
New York
$806M 5,101,916 +104,435 +2%
EARNEST Partners
3
EARNEST Partners
Georgia
$511M 3,231,239 -42,579 -1%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$486M 3,072,443 -15,455 -0.5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$292M 1,850,640 -134,776 -7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$271M 1,713,573 -2,841 -0.2%
State Street
7
State Street
Massachusetts
$255M 1,615,467 +21,106 +1%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$224M 1,419,908 -11,129 -0.8%
BAM
9
Burgundy Asset Management
Ontario, Canada
$195M 1,231,477 +35,527 +3%
FMI
10
Fiduciary Management Inc
Wisconsin
$192M 1,213,716 -2,463 -0.2%
Bank of America
11
Bank of America
North Carolina
$191M 1,207,076 +109,472 +10%
BAMCO Inc
12
BAMCO Inc
New York
$181M 1,144,679 -148,600 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$153M 970,559 +26,564 +3%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$146M 926,533 -3,929 -0.4%
ClearBridge Investments
15
ClearBridge Investments
New York
$133M 840,382 -25,416 -3%
EAM
16
Eagle Asset Management
Florida
$129M 693,109 +132,516 +24%
Capital International Investors
17
Capital International Investors
California
$125M 792,991 +162 +0%
SEI Investments
18
SEI Investments
Pennsylvania
$119M 755,745 -20,590 -3%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$112M 711,604 -282,371 -28%
Ameriprise
20
Ameriprise
Minnesota
$110M 699,223 -174,628 -20%
VBA
21
Van Berkom & Associates
Quebec, Canada
$96.7M 611,663 -47,455 -7%
Charles Schwab
22
Charles Schwab
California
$95M 601,025 +149,114 +33%
Northern Trust
23
Northern Trust
Illinois
$95M 600,918 -5,019 -0.8%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$91.7M 580,234 -45,598 -7%
AllianceBernstein
25
AllianceBernstein
Tennessee
$89.7M 567,576 -85,572 -13%
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