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Houlihan Lokey
HLI

Overview Fund Activity

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$173M
2
Millennium Management
Millennium Management
New York
$22M
3
Fidelity International
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
Morgan Stanley
New York
$77.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
226
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$343K +$343K +3,200 New
JCM
227
J2 Capital Management
Michigan
$342K -$4.18K -39 -1%
SOW
228
State of Wyoming
Wyoming
$334K +$149K +1,391 +80%
SC
229
Steph & Co
Wisconsin
$332K +$14.4K +134 +5%
PAG
230
Private Advisor Group
New Jersey
$332K +$1.93K +18 +0.6%
ECM
231
ExodusPoint Capital Management
New York
$319K -$3.4M -31,772 -91%
GCM
232
Greenland Capital Management
New York
$301K +$301K +2,808 New
URS
233
Utah Retirement Systems
Utah
$300K +$10.7K +100 +4%
HCM
234
Hilton Capital Management
New York
$299K -$3.21K -30 -1%
AWM
235
AE Wealth Management
Kansas
$298K -$6.86K -64 -2%
ASN
236
Advisory Services Network
Georgia
$297K +$2.04K +19 +0.7%
Creative Planning
237
Creative Planning
Kansas
$294K -$6.43K -60 -2%
William Blair & Company
238
William Blair & Company
Illinois
$290K +$290K +2,711 New
RP
239
Riverwater Partners
Wisconsin
$284K -$35.9K -335 -11%
SWS
240
SYSTM Wealth Solutions
Illinois
$277K +$15.7K +147 +6%
GT
241
Glenmede Trust
Pennsylvania
$272K -$32.6K -304 -11%
API
242
Advisor Partners II
California
$255K +$255K +2,383 New
VA
243
Vident Advisory
Georgia
$254K +$254K +2,370 New
X
244
Xponance
Pennsylvania
$239K +$4.29K +40 +2%
QCM
245
QRG Capital Management
Illinois
$239K +$239K +2,228 New
SAM
246
Sawgrass Asset Management
Florida
$238K -$10.3K -96 -4%
FA
247
FDx Advisors
Illinois
$233K +$233K +2,174 New
KAS
248
Kestra Advisory Services
Texas
$231K -$2.25K -21 -1%
VFA
249
Voya Financial Advisors
Connecticut
$230K -$12.8K -118 -5%
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
$228K -$3.43K -32 -1%
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