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Houlihan Lokey
HLI

Overview Fund Activity

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$173M
2
Millennium Management
2
Millennium Management
New York
$22M
3
Fidelity International
3
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
276
Bessemer Group
New Jersey
$68K – – –
HIIFS
277
Harel Insurance Investments & Financial Services
Israel
$65K +$32.5K +300 +100%
PA
278
Parallel Advisors
California
$56.9K -$4.61K -43 -7%
EBA
279
Eagle Bay Advisors
New York
$52.6K +$26.3K +245 +100%
AIG
280
American International Group
New York
$49.3K -$1.93K -18 -4%
AIM
281
Anchor Investment Management
South Carolina
$48.2K – – –
FHA
282
First Horizon Advisors
Tennessee
$36.3K – – –
CCA
283
Column Capital Advisors
Indiana
$31.1K – – –
JWM
284
Janiczek Wealth Management
Colorado
$30.2K +$30.2K +282 New
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.8K – – –
S
286
SignatureFD
Georgia
$27.3K +$750 +7 +3%
BCWM
287
Bartlett & Co Wealth Management
Ohio
$23.2K – – –
BC
288
Bartlett & Co
Ohio
$23K – – –
CTC
289
Central Trust Company
Missouri
$21.4K – – –
Nomura Asset Management
290
Nomura Asset Management
Japan
$18.2K – – –
AWM
291
Ameliora Wealth Management
Switzerland
$18.1K – – –
WTA
292
Washington Trust Advisors
Massachusetts
$17K – – –
QCG
293
Quadrant Capital Group
Ohio
$16.3K +$2.04K +19 +14%
LC
294
Lindbrook Capital
California
$15.1K +$643 +6 +4%
VCM
295
Versant Capital Management
Arizona
$12.9K – – –
CPG
296
Cornerstone Planning Group
New Jersey
$12.6K – – –
AF
297
Allworth Financial
California
$12.4K +$2.79K +26 +29%
FFA
298
Farther Finance Advisors
California
$12.1K -$8.78K -82 -42%
HWA
299
HHM Wealth Advisors
Tennessee
$11.1K – – –
BIA
300
Bell Investment Advisors
California
$10.7K +$536 +5 +5%
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12
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