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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
HNB
251
Huntington National Bank
Ohio
$157K +$2.98K +34 +2%
HIA
252
Harbor Investment Advisory
Maryland
$136K – – –
Macquarie Group
253
Macquarie Group
Australia
$126K – – –
FCA
254
FinTrust Capital Advisors
South Carolina
$120K – – –
VanEck Associates
255
VanEck Associates
New York
$106K +$37.7K +430 +59%
HIIFS
256
Harel Insurance Investments & Financial Services
Israel
$90K +$13.1K +150 +18%
AIM
257
Anchor Investment Management
South Carolina
$88.9K +$84.6K +965 New
EW
258
Evoke Wealth
California
$82K – – –
PCG
259
Private Capital Group
Connecticut
$78K -$88 -1 -0.1%
MAM
260
Meeder Asset Management
Ohio
$78K – – –
AssetMark Inc
261
AssetMark Inc
California
$65K – – –
PA
262
Parallel Advisors
California
$64K +$16.7K +190 +38%
CFB
263
Cullen/Frost Bankers
Texas
$54K – – –
ETC
264
Exchange Traded Concepts
Oklahoma
$51K +$14.5K +165 +42%
SPIA
265
Steward Partners Investment Advisory
New York
$48K -$9.64K -110 -18%
AWA
266
Arkadios Wealth Advisors
Georgia
$44K +$175 +2 +0.4%
Simplex Trading
267
Simplex Trading
Illinois
$40K – – –
FHA
268
First Horizon Advisors
Tennessee
$34K -$964 -11 -3%
JGIA
269
Jackson Grant Investment Advisers
Connecticut
$33K – – –
TPCW
270
TD Private Client Wealth
New York
$31.7K – – –
VCM
271
Vigilant Capital Management
Maine
$29K +$27.3K +311 New
VCM
272
Versant Capital Management
Arizona
$27K -$1.31K -15 -5%
CWC
273
Carolinas Wealth Consulting
North Carolina
$27K – – –
CCA
274
Column Capital Advisors
Indiana
$27K – – –
DFCM
275
Dark Forest Capital Management
Puerto Rico
$26K +$24.7K +282 New
9 10
11
12 13

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.