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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
Lazard Asset Management
276
Lazard Asset Management
New York
$26K +$25.4K +290 New
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.8K – – –
S
278
SignatureFD
Georgia
$24K +$4.21K +48 +23%
CA
279
Clearstead Advisors
Ohio
$24K +$22.5K +257 New
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$23K +$12.4K +142 +133%
CMBA
281
C.M. Bidwell & Associates
Hawaii
$21K – – –
CMF
282
Counterpoint Mutual Funds
California
$20K +$19K +217 New
CTC
283
Central Trust Company
Missouri
$18K – – –
TWA
284
TCI Wealth Advisors
Arizona
$18K +$8.5K +97 +99%
IPW
285
IronBridge Private Wealth
Texas
$17K – – –
GRP
286
Global Retirement Partners
California
$13K +$3.5K +40 +38%
QCG
287
Quadrant Capital Group
Ohio
$13K +$4.47K +51 +59%
LWA
288
Lenox Wealth Advisors
New York
$12K -$13.8K -157 -55%
MGIM
289
M&G Investment Management
United Kingdom
$11.9K +$13.2K +151 +0.1%
AF
290
Allworth Financial
California
$11K +$10.2K +116 New
IFAM
291
Institutional & Family Asset Management
Colorado
$10K – – –
Jones Financial Companies
292
Jones Financial Companies
Missouri
$10K – – –
First Manhattan
293
First Manhattan
New York
$9K – – –
SWM
294
Spire Wealth Management
Virginia
$9K – – –
BIA
295
Bell Investment Advisors
California
$7K +$6.84K +78 New
BMD
296
Better Money Decisions
New Mexico
$6K – – –
LWM
297
Liberty Wealth Management
California
$6K +$2.19K +25 +93%
CTB
298
Country Trust Bank
Illinois
$6K +$5.35K +61 New
NFG
299
Next Financial Group
Texas
$5K – – –
AAP
300
Arax Advisory Partners
Colorado
$5K +$1.84K +21 +58%
10 11
12
13 14

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.