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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$49.4M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$55.7M
3
Millennium Management
3
Millennium Management
New York
$40.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$29.4M
5
BlackRock
5
BlackRock
New York
$287M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.7M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$5.47M
4
Goldman Sachs
4
Goldman Sachs
New York
$25M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
301
Bellevue Asset Management
Washington
$3K – – –
SC
302
Schubert & Co
Texas
$3K +$1.17K +14 +64%
JWA
303
JFS Wealth Advisors
Pennsylvania
$3K +$1.08K +14 +56%
HWMA
304
Heritage Wealth Management (Arizona)
Arizona
$3K +$3K +34 New
PAI
305
Pittenger & Anderson Inc
Nebraska
$3K +$3K +39 New
GEA
306
Glen Eagle Advisors
New Jersey
$2.56K +$2.56K +34 New
LC
307
Lindbrook Capital
California
$2K +$563 +9 +39%
Bank of Montreal
308
Bank of Montreal
Ontario, Canada
$1.77K +$315 +4,011 +22%
TAM
309
Tucker Asset Management
Colorado
$1.7K +$1.7K +19 New
ACM
310
Absolute Capital Management
Pennsylvania
$1.14K +$1.14K +15 New
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$1K -$198K -1,581 -99%
BWL
312
Bogart Wealth LLC
Virginia
$1K -$3.38K -27 -77%
AWM
313
Accel Wealth Management
Iowa
$1K – – –
IA
314
IFP Advisors
Florida
$1K – – –
TFA
315
Transamerica Financial Advisors
Florida
$1K – – –
WFA
316
Wipfli Financial Advisors
Wisconsin
$1K +$1K +8 New
CAL
317
Capital Advisors Ltd
Ohio
$1K +$1K +12 New
Jacobs Levy Equity Management
318
Jacobs Levy Equity Management
New Jersey
– -$46.8M -592,963 Closed
GC
319
Gillson Capital
Illinois
– -$5.56M -70,467 Closed
Assenagon Asset Management
320
Assenagon Asset Management
Luxembourg
– -$2.02M -25,563 Closed
VIA
321
Vident Investment Advisory
Georgia
– -$1.97M -25,009 Closed
PA
322
Paragon Advisors
Texas
– -$1.87M -23,639 Closed
Baird Financial Group
323
Baird Financial Group
Wisconsin
– -$1.66M -20,994 Closed
BC
324
Brookfield Corp
Ontario, Canada
– -$1.48M -18,696 Closed
SBIA
325
Sheaff Brock Investment Advisors
Indiana
– -$1.14M -14,474 Closed
10 11 12
13
14