Houlihan Lokey
308 hedge funds and large institutions have $4.76B invested in Houlihan Lokey in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 29 closing their positions.
86% more call options, than puts
Call options by funds: $7.29M | Put options by funds: $3.92M
31% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 29
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 103
11% more capital invested
Capital invested by funds: $4.29B → $4.76B (+$471M)
2% more funds holding
Funds holding: 302 → 308 (+6)
0.06% less ownership
Funds ownership: 102.43% → 102.37% (-0.06%)
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$33.3M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$27M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$21.6M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$17.7M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$10.4M |
Top Sellers
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$23.6M |
| 2 |
BlackRock
New York
|
-$20.6M |
| 3 |
RA
Royce & Associates
New York
|
-$15.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.1M |
| 5 |
Neuberger Berman Group
New York
|
-$14.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VHAM
326
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$286K | -3,498 | Closed |
|
|
TI
327
Trexquant Investment
Stamford,
Connecticut
| – | -$279K | -3,412 | Closed |
|
328
Comerica Bank
Dallas,
Texas
| – | -$286K | -3,305 | Closed |
|
|
ICM
329
Islay Capital Management
Lubbock,
Texas
| – | -$141K | -1,720 | Closed |
|
|
PGWM
330
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$128K | -1,561 | Closed |
|
|
PAM
331
Panagora Asset Management
Boston,
Massachusetts
| – | -$115K | -1,407 | Closed |
|
332
First Eagle Investment Management
New York
| – | -$23K | -283 | Closed |
|
|
KFP
333
KB Financial Partners
Princeton,
New Jersey
| – | -$14K | -170 | Closed |
|
|
SL
334
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$6K | -79 | Closed |
|
|
HWMA
335
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| – | -$4K | -49 | Closed |
|
|
CA
336
Crewe Advisors
Salt Lake City,
Utah
| – | -$3K | -39 | Closed |
|
HLI Hedge Fund Activity: Q3 2021 in Review
308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2021, worth a combined $4.76B — up 11% from $4.29B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new HLI positions and 29 closed out — a net gain of 9 holders — while 120 added to existing stakes and 103 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $33.3M. The largest seller was Van Berkom & Associates, cutting an estimated $23.6M.
- 308 institutional investors held Houlihan Lokey (HLI) as of Q3 2021, up from 302 in Q2 2021.
- Funds reported $4.76B of Houlihan Lokey stock for Q3 2021, up 11% quarter-over-quarter.
- 38 funds opened new Houlihan Lokey positions in Q3 2021 and 29 closed out, a net change of +9 holders.
- The largest Houlihan Lokey buyer in Q3 2021 was Citadel Advisors, an estimated $33.3M added.
- The largest Houlihan Lokey seller in Q3 2021 was Van Berkom & Associates, an estimated $23.6M sold.
Based on aggregated 13F filings for Q3 2021.