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Houlihan Lokey
HLI

Overview Fund Activity

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K

Top Buyers

1
BlackRock
1
BlackRock
New York
$392M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$248M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$90.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.16M
2
Millennium Management
2
Millennium Management
New York
$220K
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
AI
4
Ariel Investments
Illinois
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$29.5K 339 – –
S
277
SignatureFD
Georgia
$27.9K 320 -1 -0.3%
VCM
278
Vigilant Capital Management
Maine
$27K 311 – –
BAM
279
Belpointe Asset Management
Nevada
$26.2K 300 +300 New
EI
280
Ellevest Inc
New York
$25.8K 296 +180 +155%
CCA
281
Column Capital Advisors
Indiana
$25.3K 290 – –
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.4K 269 – –
TWA
283
TCI Wealth Advisors
Arizona
$21.7K 249 -53 -18%
CWC
284
Carolinas Wealth Consulting
North Carolina
$21K 241 -2 -0.8%
BC
285
Bartlett & Co
Ohio
$19K 217 – –
BCWM
286
Bartlett & Co Wealth Management
Ohio
$18.9K 217 – –
VCM
287
Versant Capital Management
Arizona
$18.2K 209 -36 -15%
QCG
288
Quadrant Capital Group
Ohio
$18.2K 209 +77 +58%
TRCT
289
Tower Research Capital (TRC)
New York
$18K 205 -8,444 -98%
CTC
290
Central Trust Company
Missouri
$17.4K 200 – –
OIS
291
Okabena Investment Services
Minnesota
$16.1K 185 -1,197 -87%
BWA
292
BDO Wealth Advisors
Florida
$15.2K 174 -93 -35%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$14.8K 170 +170 New
AWM
294
Ameliora Wealth Management
Switzerland
$14.7K 169 – –
FFA
295
Farther Finance Advisors
California
$14.1K 162 +162 New
BIA
296
Bell Investment Advisors
California
$13.5K 155 +11 +8%
WTA
297
Washington Trust Advisors
Massachusetts
$12.2K 140 -139 -50%
PTC
298
Private Trust Company
Ohio
$12K 140 -75 -35%
LC
299
Lindbrook Capital
California
$11.8K 135 +103 +322%
SWM
300
Spire Wealth Management
Virginia
$9K 108 – –
10 11
12
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