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
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
0.02%
$267,784
1,542 shares@ 173.67 avg price
Thomas Healy@Pfw Advisors Llc
Recent Activity
New Position
0.08%
$243,471
1,402 shares@ 173.66 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Decreased -2.11%
0.01%
$241,136
1,389 shares@ 173.61 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 12.13%
0.01%
$240,866
1,387 shares@ 173.66 avg price
Kelly J Rusch@Steph & Co
Recent Activity
Decreased -31.67%
0.08%
$228,884
1,318 shares@ 173.67 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 5.26%
0.01%
$156,642
902 shares@ 173.67 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -0.11%
0.02%
$149,348
860 shares@ 173.67 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
0.03%
$88,046
507 shares@ 173.67 avg price
Kerry Harmon@Wolff Wiese Magana Llc
Recent Activity
0.03%
$41,853
241 shares@ 173.67 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
0.01%
$37,684
217 shares@ 173.66 avg price