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Houlihan Lokey
HLI

Overview Fund Activity

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$289M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$129M
4
Millennium Management
4
Millennium Management
New York
$11.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$42M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$123M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$358M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$62.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
226
Comerica Bank
Texas
$286K -$13K -150 -4%
SAM
227
Sawgrass Asset Management
Florida
$283K -$45.3K -554 -14%
SW
228
SkyOak Wealth
Michigan
$283K +$283K +3,455 New
TI
229
Trexquant Investment
Connecticut
$279K +$279K +3,412 New
NGA
230
Naples Global Advisors
Florida
$257K +$257K +3,140 New
PMAS
231
PNC Managed Account Solutions
Texas
$257K +$257K +3,142 New
FB
232
Fulton Bank
Pennsylvania
$256K +$6.37K +78 +3%
PAG
233
Private Advisor Group
New Jersey
$254K +$254K +3,100 New
Los Angeles Capital Management
234
Los Angeles Capital Management
California
$249K +$249K +3,040 New
Mackenzie Financial
235
Mackenzie Financial
Ontario, Canada
$235K +$235K +2,869 New
X
236
Xponance
Pennsylvania
$233K +$233K +2,845 New
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$232K +$25.5K +311 +12%
FBT
238
First Bank & Trust
South Dakota
$228K +$14.1K +172 +7%
HIIFS
239
Harel Insurance Investments & Financial Services
Israel
$221K +$39.9K +150 +22%
CFGS
240
Concourse Financial Group Securities
Alabama
$220K +$12.7K +155 +6%
Victory Capital Management
241
Victory Capital Management
Texas
$220K +$220K +2,687 New
KAS
242
Kestra Advisory Services
Texas
$219K +$219K +2,679 New
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$215K +$215K +2,629 New
SOW
244
State of Wyoming
Wyoming
$213K +$213K +2,592 +51,840%
VI
245
Versor Investments
New York
$204K +$204K +2,500 New
CI Investments Inc
246
CI Investments Inc
Ontario, Canada
$180K +$69.3K +846 +63%
ICM
247
Islay Capital Management
Texas
$141K +$141K +1,720 New
HNB
248
Huntington National Bank
Ohio
$137K +$18.9K +231 +16%
PGWM
249
Parisi Gray Wealth Management
New Jersey
$128K +$128K +1,561 New
HIA
250
Harbor Investment Advisory
Maryland
$121K -$1.47K -18 -1%
8 9
10
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