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Houlihan Lokey
HLI

308 hedge funds and large institutions have $4.76B invested in Houlihan Lokey in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $7.29M | Put options by funds: $3.92M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

17% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 103

11% more capital invested

Capital invested by funds: $4.29B → $4.76B (+$471M)

2% more funds holding

Funds holding: 302 → 308 (+6)

0.06% less ownership

Funds ownership: 102.43% → 102.37% (-0.06%)

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
38
Increased
120
Reduced
103
Closed
29
Calls
$7.29M
Puts
$3.92M
Net Calls
+$3.36M
Net Calls Change
+$3.69M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$33.3M
2
SEI Investments
SEI Investments
Pennsylvania
+$27M
3
NA
NewEdge Advisors
Louisiana
+$21.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$17.7M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$10.4M

Top Sellers

1
VBA
Van Berkom & Associates
Quebec, Canada
-$23.6M
2
BlackRock
BlackRock
New York
-$20.6M
3
RA
Royce & Associates
New York
-$15.4M
4
Ameriprise
Ameriprise
Minnesota
-$15.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$295K -$679K -7,747 -71%
FB
227
Fulton Bank
Pennsylvania
$292K +$2.37K +27 +0.9%
EGM
228
Engineers Gate Manager
New York
$291K -$433K -4,942 -61%
Los Angeles Capital Management
229
Los Angeles Capital Management
California
$280K – – –
BRWA
230
B. Riley Wealth Advisors
Florida
$279K +$267K +3,042 New
ASN
231
Advisory Services Network
Georgia
$277K -$45K -514 -15%
SOW
232
State of Wyoming
Wyoming
$276K +$34.2K +390 +15%
Allianz Asset Management
233
Allianz Asset Management
Germany
$275K -$406K -4,634 -61%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$272K +$10.3K +118 +4%
LWAC
235
Laurel Wealth Advisors (California)
California
$264K +$252K +2,870 New
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$262K +$18.5K +211 +8%
FBT
237
First Bank & Trust
South Dakota
$257K – – –
Victory Capital Management
238
Victory Capital Management
Texas
$238K -$9.2K -105 -4%
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$237K +$225K +2,571 New
CFGS
240
Concourse Financial Group Securities
Alabama
$234K -$12.7K -145 -5%
VF
241
Virtu Financial
New York
$233K +$222K +2,532 New
KAS
242
Kestra Advisory Services
Texas
$229K -$16.9K -193 -7%
II
243
Inspire Investing
Idaho
$225K +$214K +2,442 New
X
244
Xponance
Pennsylvania
$221K -$38.8K -443 -16%
CAM
245
Cresset Asset Management
Illinois
$213K +$202K +2,310 New
Two Sigma Advisers
246
Two Sigma Advisers
New York
$212K +$202K +2,300 New
FA
247
FDx Advisors
Illinois
$212K +$202K +2,307 New
OWA
248
One Wealth Advisors
California
$208K +$198K +2,260 New
CI Investments Inc
249
CI Investments Inc
Ontario, Canada
$205K +$2.37K +27 +1%
SSA
250
Schonfeld Strategic Advisors
New York
$203K +$193K +2,200 New
8 9
10
11 12

HLI Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2021, worth a combined $4.76B — up 11% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HLI positions and 29 closed out — a net gain of 9 holders — while 120 added to existing stakes and 103 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $33.3M. The largest seller was Van Berkom & Associates, cutting an estimated $23.6M.

  • 308 institutional investors held Houlihan Lokey (HLI) as of Q3 2021, up from 302 in Q2 2021.
  • Funds reported $4.76B of Houlihan Lokey stock for Q3 2021, up 11% quarter-over-quarter.
  • 38 funds opened new Houlihan Lokey positions in Q3 2021 and 29 closed out, a net change of +9 holders.
  • The largest Houlihan Lokey buyer in Q3 2021 was Citadel Advisors, an estimated $33.3M added.
  • The largest Houlihan Lokey seller in Q3 2021 was Van Berkom & Associates, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2021.