We are live on ! Find out more
HLI icon

Houlihan Lokey
HLI

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

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

170% more call options, than puts

Call options by funds: $7.12M | Put options by funds: $2.63M

31% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 99

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.92B → $5.39B (+$476M)

2% more funds holding

Funds holding: 330 → 336 (+6)

0.64% less ownership

Funds ownership: 98.39% → 97.75% (-0.64%)

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.33%
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
$2.63M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$101M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$26.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$16.6M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$98.5M
2
Millennium Management
Millennium Management
New York
-$71.9M
3
Fidelity International
Fidelity International
Bermuda
-$28.8M
4
Morgan Stanley
Morgan Stanley
New York
-$15.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
276
Bessemer Group
New Jersey
$68K – – –
HIIFS
277
Harel Insurance Investments & Financial Services
Israel
$65K +$30.9K +300 +100%
PA
278
Parallel Advisors
California
$56.9K -$4.43K -43 -7%
EBA
279
Eagle Bay Advisors
New York
$52.6K +$25.3K +245 +100%
AIG
280
American International Group
New York
$49.3K -$1.86K -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 +$29.1K +282 New
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.8K – – –
S
286
SignatureFD
Georgia
$27.3K +$722 +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 +$1.96K +19 +14%
LC
294
Lindbrook Capital
California
$15.1K +$619 +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 +$2.68K +26 +29%
FFA
298
Farther Finance Advisors
California
$12.1K -$8.46K -82 -42%
HWA
299
HHM Wealth Advisors
Tennessee
$11.1K – – –
BIA
300
Bell Investment Advisors
California
$10.7K +$516 +5 +5%
10 11
12
13 14

HLI Hedge Fund Activity: Q3 2023 in Review

336 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2023, worth a combined $5.39B — up 9.7% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HLI positions and 40 closed out — a net gain of 12 holders — while 130 added to existing stakes and 99 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $101M. The largest seller was AllianceBernstein, cutting an estimated $98.5M.

  • 336 institutional investors held Houlihan Lokey (HLI) as of Q3 2023, up from 330 in Q2 2023.
  • Funds reported $5.39B of Houlihan Lokey stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 52 funds opened new Houlihan Lokey positions in Q3 2023 and 40 closed out, a net change of +12 holders.
  • The largest Houlihan Lokey buyer in Q3 2023 was Wellington Management Group, an estimated $101M added.
  • The largest Houlihan Lokey seller in Q3 2023 was AllianceBernstein, an estimated $98.5M sold.

Based on aggregated 13F filings for Q3 2023.