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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 %
Nisa Investment Advisors
301
Nisa Investment Advisors
Missouri
$155 – – –
TCM
302
TimesSquare Capital Management
New York
– -$20.7M -310,825 Closed
PP
303
Prudential plc
United Kingdom
– -$8.93M -134,250 Closed
APG Asset Management
304
APG Asset Management
Netherlands
– -$4.5M -79,424 Closed
Mirae Asset Global Investments
305
Mirae Asset Global Investments
South Korea
– -$2.19M -32,890 Closed
PL
306
Polianta Ltd
Jersey
– -$1.23M -18,500 Closed
DA
307
Duality Advisers
Florida
– -$1.2M -18,053 Closed
PCA
308
Pallas Capital Advisors
Massachusetts
– -$869K -13,003 Closed
CANY
309
Caxton Associates (New York)
New York
– -$834K -12,535 Closed
MF
310
Magnetar Financial
Illinois
– -$587K -8,828 Closed
BC
311
Bridgefront Capital
Texas
– -$516K -7,752 Closed
MSL
312
Mackay Shields LLC
New York
– -$453K -6,799 Closed
QI
313
QS Investors
New York
– -$333K -5,000 Closed
State of Wisconsin Investment Board
314
State of Wisconsin Investment Board
Wisconsin
– -$319K -4,800 Closed
WCM
315
Weld Capital Management
New York
– -$292K -4,388 Closed
CIP
316
Convergence Investment Partners
Florida
– -$290K -4,360 Closed
PRC
317
Pearl River Capital
Michigan
– -$263K -3,951 Closed
XT
318
XTX Topco
Cayman Islands
– -$259K -3,901 Closed
SFS
319
Sowell Financial Services
Arkansas
– -$254K -3,790 Closed
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
– -$239K -3,596 Closed
QT
321
Quantbot Technologies
New York
– -$163K -2,459 Closed
Bessemer Group
322
Bessemer Group
New Jersey
– -$71K -1,064 Closed
Lazard Asset Management
323
Lazard Asset Management
New York
– -$26K -391 Closed
EMG
324
ETF Managers Group
New Jersey
– -$6K -96 Closed
VFA
325
Valeo Financial Advisors
Indiana
– -$4K -58 Closed
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13
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