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Houlihan Lokey
HLI

Overview Fund Activity

503 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, 172 increasing their positions, 165 reducing their positions, and 40 closing their positions.

Holders
503
Holders Change
+55
Holders Change %
+12.28%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
102
Increased
172
Reduced
165
Closed
40
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$144M
2
Norges Bank
2
Norges Bank
Norway
$114M
3
Invesco
3
Invesco
Georgia
$181M
4
Prudential Financial
4
Prudential Financial
New Jersey
$60.3M
5
BlackRock
5
BlackRock
New York
$932M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$260M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$515M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$70.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$110M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$932M 5,366,533 +264,617 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$914M 5,265,574 +98,495 +2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$570M 3,281,294 +208,851 +7%
EARNEST Partners
4
EARNEST Partners
Georgia
$515M 2,967,559 -263,680 -8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$326M 1,875,220 +161,647 +9%
State Street
6
State Street
Massachusetts
$295M 1,696,796 +81,329 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$260M 1,499,679 -350,961 -19%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$225M 1,297,915 -121,993 -9%
BAM
9
Burgundy Asset Management
Ontario, Canada
$217M 1,251,831 +20,354 +2%
FMI
10
Fiduciary Management Inc
Wisconsin
$210M 1,209,230 -4,486 -0.4%
BAMCO Inc
11
BAMCO Inc
New York
$199M 1,144,179 -500 -0%
Bank of America
12
Bank of America
North Carolina
$187M 1,079,474 -127,602 -11%
Invesco
13
Invesco
Georgia
$181M 1,041,201 +573,745 +123%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$168M 966,476 -4,083 -0.4%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$163M 940,930 +14,397 +2%
Raymond James Financial
16
Raymond James Financial
Florida
$144M 826,666 +826,666 New
Capital International Investors
17
Capital International Investors
California
$138M 793,292 +301 +0%
Ameriprise
18
Ameriprise
Minnesota
$134M 772,789 +73,566 +11%
SEI Investments
19
SEI Investments
Pennsylvania
$128M 736,718 -19,027 -3%
Norges Bank
20
Norges Bank
Norway
$114M 656,723 +656,723 New
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$113M 648,736 -62,868 -9%
ClearBridge Investments
22
ClearBridge Investments
New York
$110M 635,360 -205,022 -24%
Northern Trust
23
Northern Trust
Illinois
$108M 620,324 +19,406 +3%
Charles Schwab
24
Charles Schwab
California
$105M 602,956 +1,931 +0.3%
Morgan Stanley
25
Morgan Stanley
New York
$97.7M 562,423 +36,665 +7%
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