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HLI - Houlihan Lokey Inc Stock Price, Fair Value and News
129.75
USD
+1.78
(+1.39%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold HLI recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-22
RAYMOND JAMES & ASSOCIATES
ADDED
Premium
Premium
Premium
Premium
143,424
2024-04-22
Raymond James Financial Services Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
15,843
2024-04-22
MetLife Investment Management, LLC
ADDED
Premium
Premium
Premium
Premium
29,236
2024-04-22
Berry Wealth Group, LP
NEW
Premium
Premium
Premium
Premium
2,207
2024-04-22
EVERPAR ADVISORS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
State of Alaska, Department of Revenue
ADDED
Premium
Premium
Premium
Premium
5,655
2024-04-19
Taylor Frigon Capital Management LLC
REDUCED
Premium
Premium
Premium
Premium
15,094
2024-04-19
Handelsinvest Investeringsforvaltning
REDUCED
Premium
Premium
Premium
Premium
1,826
2024-04-19
Maryland State Retirement & Pension System
UNCHANGED
Premium
Premium
Premium
Premium
3,928
2024-04-19
Riverwater Partners LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,648
2024-04-19
NORDEN GROUP LLC
NEW
Premium
Premium
Premium
Premium
6,504
2024-04-19
CALDWELL SUTTER CAPITAL, INC.
REDUCED
Premium
Premium
Premium
Premium
6.00
2024-04-18
FARMERS & MERCHANTS INVESTMENTS INC
UNCHANGED
Premium
Premium
Premium
Premium
19.00
2024-04-18
Integrated Investment Consultants, LLC
REDUCED
Premium
Premium
Premium
Premium
6,684
2024-04-18
Oak Thistle LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-18
Allspring Global Investments Holdings, LLC
ADDED
Premium
Premium
Premium
Premium
6,627
2024-04-18
SJS Investment Consulting Inc.
ADDED
Premium
Premium
Premium
Premium
12.00
2024-04-18
Park Place Capital Corp
REDUCED
Premium
Premium
Premium
Premium
690
2024-04-18
BARLOW WEALTH PARTNERS, INC.
ADDED
Premium
Premium
Premium
Premium
173,606
2024-04-18
STATE OF MICHIGAN RETIREMENT SYSTEM
ADDED
Premium
Premium
Premium
Premium
12,800
2024-04-17
First Bank & Trust
UNCHANGED
Premium
Premium
Premium
Premium
3,105
2024-04-17
Iron Horse Wealth Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
96.00
2024-04-17
Portside Wealth Group, LLC
ADDED
Premium
Premium
Premium
Premium
2,093
2024-04-17
NEW MEXICO EDUCATIONAL RETIREMENT BOARD
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-16
Financial Management Professionals, Inc.
NEW
Premium
Premium
Premium
Premium
2.00
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1–25 of 457
Which funds are the top buyers of HLI?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
5,309,340
636,643,000
0.02%
VANGUARD GROUP INC
5,074,300
608,459,000
0.01%
EARNEST PARTNERS LLC
3,230,160
387,329,000
1.93%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
2,785,810
334,047,000
0.84%
WELLINGTON MANAGEMENT GROUP LLP
2,221,020
266,322,000
0.05%
FMR LLC
1,791,700
214,843,000
0.02%
Burgundy Asset Management Ltd.
1,714,480
205,583,000
2.28%
STATE STREET CORP
1,512,010
181,305,000
0.01%
T. Rowe Price Investment Management, Inc.
1,346,820
161,498,000
0.10%
BAMCO INC /NY/
1,298,610
155,716,000
0.42%
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10
1–10 of 100
Which funds have put a big percent of portfolio in HLI?
Fund Name
$ Value
% Port.
Montanaro Asset Management Ltd
17,357,000
3.27%
BARLOW WEALTH PARTNERS, INC.
21,707,700
2.96%
Van Berkom & Associates Inc.
95,672,000
2.78%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
5,773,620
2.68%
Franklin, Parlapiano, Turner & Welch, LLC
9,161,390
2.63%
Burgundy Asset Management Ltd.
205,583,000
2.28%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
35,935,400
2.15%
Vigilant Capital Management, LLC
26,160,000
1.96%
EARNEST PARTNERS LLC
387,329,000
1.93%
Pier Capital, LLC
11,448,500
1.64%
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1–10 of 100
Trend of No. of funds that hold HLI
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Susquehanna Portfolio Strategies, LLC
12,423,900
Woodson Capital Management, LP
7,914,060
VOLORIDGE INVESTMENT MANAGEMENT, LLC
5,557,470
RENAISSANCE TECHNOLOGIES LLC
4,041,000
EAM Global Investors LLC
3,534,110
EAM Investors, LLC
3,487,820
Campbell & CO Investment Adviser LLC
2,911,890
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
1,427,000
Additions
Fund Name
% Increased
AMERICAN INTERNATIONAL GROUP, INC.
15,061
MetLife Investment Management, LLC
2,422
JANE STREET GROUP, LLC
2,256
Manchester Capital Management LLC
866
PRINCIPAL FINANCIAL GROUP INC
819
SG Americas Securities, LLC
665
MANUFACTURERS LIFE INSURANCE COMPANY, THE
371
AMALGAMATED BANK
265
Reductions
Fund Name
% Reduced
Kapitalo Investimentos Ltda
-93.99
SUSQUEHANNA INTERNATIONAL GROUP, LLP
-92.88
Interval Partners, LP
-92.52
TUCKER ASSET MANAGEMENT LLC
-81.25
Point72 Asset Management, L.P.
-73.11
CITADEL ADVISORS LLC
-67.42
SALEM INVESTMENT COUNSELORS INC
-65.00
Man Group plc
-62.67
Sold off
Fund Name
$ Sold
MILLENNIUM MANAGEMENT LLC
-22,013,300
Ergoteles LLC
-6,496,820
Balyasny Asset Management L.P.
-3,395,060
Schonfeld Strategic Advisors LLC
-3,363,570
HRT FINANCIAL LP
-3,189,000
CANADA PENSION PLAN INVESTMENT BOARD
-1,971,010
NEW MEXICO EDUCATIONAL RETIREMENT BOARD
-1,271,000
AMUNDI
-1,268,730