HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$289M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$129M
4
Millennium Management
4
Millennium Management
New York
$11.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$42M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$123M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$358M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$62.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
276
Central Trust Company
Missouri
$16K – – –
IPW
277
IronBridge Private Wealth
Texas
$15K – – –
KFP
278
KB Financial Partners
New Jersey
$14K -$3.79K -46 -21%
MGIM
279
M&G Investment Management
United Kingdom
$10.6K +$10.6K +128,913 New
GRP
280
Global Retirement Partners
California
$9K – – –
Jones Financial Companies
281
Jones Financial Companies
Missouri
$9K – – –
IFAM
282
Institutional & Family Asset Management
Colorado
$9K – – –
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9K +107 New
First Manhattan
284
First Manhattan
New York
$8K – – –
SWM
285
Spire Wealth Management
Virginia
$8K – – –
TWA
286
TCI Wealth Advisors
Arizona
$8K +$4.9K +60 +158%
QCG
287
Quadrant Capital Group
Ohio
$7K +$2.25K +28 +47%
BMD
288
Better Money Decisions
New Mexico
$6K – – –
SL
289
Savior LLC
Massachusetts
$6K – – –
NFG
290
Next Financial Group
Texas
$5K -$364 -4 -7%
HWMA
291
Heritage Wealth Management (Arizona)
Arizona
$4K -$34.4K -422 -90%
BAM
292
Bellevue Asset Management
Washington
$4K -$417 -5 -9%
CA
293
Crewe Advisors
Utah
$3K -$7.15K -93 -70%
AAP
294
Arax Advisory Partners
Colorado
$3K +$3K +36 New
AIG
295
American International Group
New York
$2.38K -$87 -1,061 -4%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
BFC
297
Bedel Financial Consulting
Indiana
$2K – – –
LWM
298
Liberty Wealth Management
California
$2K +$2K +27 New
EBA
299
Eagle Bay Advisors
New York
$1K +$1K +1 New
GWS
300
Glassman Wealth Services
Virginia
$1K +$1K +12 New
10 11
12
13 14