Houlihan Lokey
HLI
506 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, 175 increasing their positions, 165 reducing their positions, and 41 closing their positions.
149% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 41
36% more call options, than puts
Call options by funds: $6.51M | Put options by funds: $4.78M
12% more funds holding
Funds holding: 452 → 506 (+54)
11% more capital invested
Capital invested by funds: $8.36B → $9.29B (+$931M)
6% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 165
0.2% more ownership
Funds ownership: 99.3% → 99.5% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$101M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$53.8M |
| 3 |
BlackRock
New York
|
+$46.6M |
| 4 |
Jennison Associates
New York
|
+$41.8M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$36.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$61.8M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
-$46.4M |
| 3 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$36.3M |
| 4 |
ClearBridge Investments
New York
|
-$36.1M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$25.4M |
HLI Hedge Fund Activity: Q4 2024 in Review
506 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q4 2024, worth a combined $9.29B — up 11% from $8.36B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new HLI positions and 41 closed out — a net gain of 61 holders — while 175 added to existing stakes and 165 trimmed.
The largest buyer was Invesco, adding an estimated $101M. The largest seller was Wellington Management Group, cutting an estimated $61.8M.
- 506 institutional investors held Houlihan Lokey (HLI) as of Q4 2024, up from 452 in Q3 2024.
- Funds reported $9.29B of Houlihan Lokey stock for Q4 2024, up 11% quarter-over-quarter.
- 102 funds opened new Houlihan Lokey positions in Q4 2024 and 41 closed out, a net change of +61 holders.
- The largest Houlihan Lokey buyer in Q4 2024 was Invesco, an estimated $101M added.
- The largest Houlihan Lokey seller in Q4 2024 was Wellington Management Group, an estimated $61.8M sold.
Based on aggregated 13F filings for Q4 2024.