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
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Increased 1.55%
0.02%
$34,211
197 shares@ 173.66 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
0.02%
$26,638
153 shares@ 174.11 avg price
Wren Green@Eagle Bay Advisors Llc
Recent Activity
Decreased -22.34%
0.02%
$24,072
139 shares@ 173.18 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
0.01%
$17,192
99 shares@ 173.66 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
0.01%
$8,683
50 shares@ 173.66 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Decreased -54.25%
0.01%
$7,467
43 shares@ 173.66 avg price
Patrick Gall@Retirement Wealth Solutions Llc
Recent Activity
New Position
0.01%
$7,023
42 shares@ 167.22 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 112.5%
0.01%
$5,904
34 shares@ 173.65 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
0.01%
$5,557
32 shares@ 173.66 avg price
Jacqueline Kruger@First Pacific Financial
Recent Activity
0.01%
$4,168
24 shares@ 173.67 avg price