Houlihan Lokey
343 hedge funds and large institutions have $4.42B invested in Houlihan Lokey in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 120 reducing their positions, and 46 closing their positions.
103% more call options, than puts
Call options by funds: $2.92M | Put options by funds: $1.44M
13% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 120
2% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 46
0.55% more ownership
Funds ownership: 98.72% → 99.27% (+0.55%)
0% less funds holding
Funds holding: 344 → 343 (-1)
15% less capital invested
Capital invested by funds: $5.21B → $4.42B (-$788M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$30M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$26.7M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$15.6M |
| 4 |
LOAME
Lombard Odier Asset Management (Europe)
London,
United Kingdom
|
+$12.2M |
| 5 |
Goldman Sachs
New York
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$36.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$32.7M |
| 3 |
BlackRock
New York
|
-$19.3M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$15.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.3M |
HLI Hedge Fund Activity: Q1 2022 in Review
343 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2022, worth a combined $4.42B — down 15% from $5.21B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new HLI positions and 46 closed out — a net gain of 1 holder — while 136 added to existing stakes and 120 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $30M. The largest seller was Van Berkom & Associates, cutting an estimated $36.2M.
- 343 institutional investors held Houlihan Lokey (HLI) as of Q1 2022, down from 344 in Q4 2021.
- Funds reported $4.42B of Houlihan Lokey stock for Q1 2022, down 15% quarter-over-quarter.
- 47 funds opened new Houlihan Lokey positions in Q1 2022 and 46 closed out, a net change of +1 holder.
- The largest Houlihan Lokey buyer in Q1 2022 was Schroder Investment Management Group, an estimated $30M added.
- The largest Houlihan Lokey seller in Q1 2022 was Van Berkom & Associates, an estimated $36.2M sold.
Based on aggregated 13F filings for Q1 2022.