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Houlihan Lokey
HLI
Market cap
$9.02B
Overview
Fund Trends
Fund Holders
129.05
USD
+0.99
0.77%
At close
Updated
Aug 21, 4:00 PM EDT
Pre-market
After hours
129.05
0.00
0%
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
0.77%
5 days
1.14%
1 month
-7.74%
3 months
-14.85%
6 months
-20.87%
Year to date
-26.82%
1 year
-32.79%
5 years
43.02%
10 years
411.9%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
126
126
VOYA Investment Management
Atlanta,
Georgia
$1.7M
-$9.69K
-103
-0.5%
127
I
127
InceptionR
Lafayette,
California
$1.68M
+$1.8M
+19,154
New
128
IMRF
128
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
$1.66M
–
–
–
129
129
Carson Wealth (CWM LLC)
Omaha,
Nebraska
$1.64M
-$10.6K
-113
-0.6%
130
130
Squarepoint
New York
$1.63M
+$897K
+9,532
+105%
131
BC
131
Brookfield Corp
Toronto,
Ontario, Canada
$1.59M
-$657K
-6,980
-28%
132
DC
132
Davenport & Co
Richmond,
Virginia
$1.57M
+$64.6K
+687
+4%
133
RG
133
Renaissance Group
Covington,
Kentucky
$1.54M
-$68.4K
-727
-4%
134
134
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
$1.51M
+$37.6K
+400
+2%
135
135
MML Investors Services
Springfield,
Massachusetts
$1.5M
-$191K
-2,026
-11%
136
IWA
136
Intercontinental Wealth Advisors
San Antonio,
Texas
$1.48M
-$5.64K
-60
-0.4%
137
TFCM
137
Taylor Frigon Capital Management
Scottsdale,
Arizona
$1.43M
-$32.8K
-349
-2%
138
CC
138
Cannell & Co
New York
$1.34M
–
–
–
139
RJFSA
139
Raymond James Financial Services Advisors
St. Petersburg,
Florida
$1.3M
+$158K
+1,681
+13%
140
PCM
140
Prana Capital Management
Greenwich,
Connecticut
$1.3M
-$1.65M
-17,552
-54%
141
NA
141
NewEdge Advisors
New Orleans,
Louisiana
$1.29M
+$74.8K
+795
+6%
142
GWM
142
Geneos Wealth Management
Englewood,
Colorado
$1.28M
-$308K
-3,273
-18%
143
143
Ensign Peak Advisors
Salt Lake City,
Utah
$1.27M
+$251K
+2,670
+23%
144
ASRS
144
Arizona State Retirement System
Phoenix,
Arizona
$1.26M
+$40.5K
+430
+3%
145
AI
145
Atria Investments
Charlotte,
North Carolina
$1.22M
-$136K
-1,450
-9%
146
WTC
146
WhitTier Trust Company
Reno,
Nevada
$1.2M
+$64.9K
+690
+5%
147
AWM
147
Avior Wealth Management
Omaha,
Nebraska
$1.17M
–
–
–
148
148
Prudential Financial
Newark,
New Jersey
$1.16M
-$26.6K
-283
-2%
149
AIP
149
Ameritas Investment Partners
Lincoln,
Nebraska
$1.15M
-$238K
-2,532
-16%
150
VIM
150
VELA Investment Management
New Albany,
Ohio
$1.13M
+$652K
+6,925
+116%
1
4
5
6
7
8
15
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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