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Houlihan Lokey
HLI

Overview Fund Activity

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$172M
2
Millennium Management
2
Millennium Management
New York
$88.7M
3
Capital International Investors
3
Capital International Investors
California
$49.7M
4
Brown Advisory
4
Brown Advisory
Maryland
$36.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$310M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$304M
3
Bank of America
3
Bank of America
North Carolina
$104M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$12M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Capital Impact Advisors
Massachusetts
$285K – – –
AWM
227
AE Wealth Management
Kansas
$280K +$13.6K +138 +5%
HCM
228
Hilton Capital Management
New York
$277K +$277K +2,822 New
Creative Planning
229
Creative Planning
Kansas
$276K +$42.8K +435 +18%
ASN
230
Advisory Services Network
Georgia
$271K -$8.65K -88 -3%
URS
231
Utah Retirement Systems
Utah
$265K +$265K +2,700 New
LIP
232
Lighthouse Investment Partners
Florida
$261K +$261K +2,659 New
GT
233
Glenmede Trust
Pennsylvania
$249K – – –
Holocene Advisors
234
Holocene Advisors
New York
$243K +$243K +2,471 New
SWS
235
SYSTM Wealth Solutions
Illinois
$239K -$258K -2,629 -52%
AGM
236
Alpine Global Management
New York
$237K +$237K +2,410 New
SAM
237
Sawgrass Asset Management
Florida
$228K – – –
BCI
238
Brinker Capital Investments
Pennsylvania
$226K -$8.85K -90 -4%
OPS
239
Orion Portfolio Solutions
Nebraska
$226K -$8.85K -90 -4%
VFA
240
Voya Financial Advisors
Connecticut
$221K -$30.9K -313 -12%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$220K -$21.6K -220 -9%
SI
242
Symmetry Investments
Jersey
$216K +$216K +2,200 New
X
243
Xponance
Pennsylvania
$215K -$73.6K -749 -25%
KAS
244
Kestra Advisory Services
Texas
$214K +$214K +2,180 New
Cetera Investment Advisers
245
Cetera Investment Advisers
Illinois
$213K +$213K +2,163 New
VIA
246
Vident Investment Advisory
Georgia
$211K +$211K +2,148 New
CFGS
247
Concourse Financial Group Securities
Alabama
$207K -$65K -661 -24%
CCWM
248
Cassaday & Co Wealth Management
Virginia
$202K +$202K +2,050 New
PPC
249
Park Place Capital
Alabama
$176K -$7.28K -74 -4%
SG Americas Securities
250
SG Americas Securities
New York
$170K +$11.1K +113 +7%
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