HLI

Houlihan Lokey Inc

Latest period2024 - Q4Total superinvestors43

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 43 superinvestors own shares of Houlihan Lokey Inc (HLI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Houlihan Lokey Inc (HLI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Houlihan Lokey Inc (HLI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Houlihan Lokey Inc (HLI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -7.25%
0.08%
$1.948M
11,218 shares@ 173.66 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 20.78%
0.02%
$1.614M
9,296 shares@ 173.63 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Increased 5.81%
0.06%
$1.323M
7,621 shares@ 173.66 avg price
Julie Gerron@Sendero Wealth Management, Llc
Recent Activity
0.16%
$1.011M
5,822 shares@ 173.67 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -0.38%
0.02%
$811,000
4,670 shares@ 173.67 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -6.03%
0.02%
$692,079
3,985 shares@ 173.68 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
New Position
0.13%
$442,849
2,550 shares@ 173.67 avg price
Staci Compagno@Portside Wealth Group, Llc
Recent Activity
Decreased -1.34%
0.07%
$382,882
2,423 shares@ 158.02 avg price
John Salomon@J2 Capital Management Inc
Recent Activity
Decreased -39.51%
0.32%
$334,990
1,929 shares@ 173.66 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 21.58%
0.03%
$300,432
1,730 shares@ 173.67 avg price