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Houlihan Lokey
HLI

Overview Fund Activity

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$254M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
$19.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$531M
5
CSS
Cubist Systematic Strategies
Connecticut
$11.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
Atlanta Capital Management
Georgia
$52M
5
BlackRock
BlackRock
New York
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
226
New York State Teachers Retirement System (NYSTRS)
New York
$455K +$455K +4,400 New
VIM
227
VELA Investment Management
Ohio
$452K +$452K +4,366 New
GHA
228
GW Henssler & Associates
Georgia
$443K +$443K +4,278 New
CCIA
229
Campbell & Co Investment Adviser
Maryland
$435K +$435K +4,200 New
AA
230
ALPS Advisors
Colorado
$428K +$5.59K +54 +1%
GCM
231
Graham Capital Management
Connecticut
$426K +$426K +4,118 New
FA
232
FDx Advisors
Illinois
$409K +$170K +1,645 +71%
SOW
233
State of Wyoming
Wyoming
$408K +$98.1K +945 +32%
VAS
234
Vestmark Advisory Solutions
Massachusetts
$404K +$20.6K +199 +5%
Mackenzie Financial
235
Mackenzie Financial
Ontario, Canada
$382K -$24.7K -238 -6%
TI
236
Tidal Investments
Wisconsin
$377K -$45.3K -437 -11%
FAM
237
Formidable Asset Management
Ohio
$377K -$45.3K -437 -11%
BNP Paribas Asset Management
238
BNP Paribas Asset Management
France
$377K +$377K +3,642 New
Canada Life
239
Canada Life
Manitoba, Canada
$376K -$38.5K -373 -9%
TSS
240
Two Sigma Securities
New York
$360K +$360K +3,479 New
SW
241
SkyOak Wealth
Michigan
$357K -$5.08K -49 -1%
Wellington Management Group
242
Wellington Management Group
Massachusetts
$349K +$349K +3,374 New
WA
243
Wealth Alliance
New York
$344K -$112K -1,085 -25%
BRWA
244
B. Riley Wealth Advisors
Florida
$339K +$23.8K +230 +8%
FBT
245
First Bank & Trust
South Dakota
$324K +$35.2K +340 +12%
FB
246
Fulton Bank
Pennsylvania
$321K -$5.58K -54 -2%
TC
247
TwinBeech Capital
New York
$318K +$318K +3,071 New
CMBA
248
C.M. Bidwell & Associates
Hawaii
$316K +$293K +2,830 +1,258%
RP
249
Riverwater Partners
Wisconsin
$313K +$313K +3,019 New
MSAM
250
Moloney Securities Asset Management
Missouri
$310K -$28K -271 -8%
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