HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$254M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$16.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$19.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$531M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$11.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
4
Atlanta Capital Management
Georgia
$52M
5
BlackRock
5
BlackRock
New York
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
326
Arax Advisory Partners
Colorado
$6K -$218 -2 -4%
CTB
327
Country Trust Bank
Illinois
$6K – – –
HNWA
328
Henrickson Nauta Wealth Advisors
Michigan
$6K +$6K +54 New
NFG
329
Next Financial Group
Texas
$5K -$612 -6 -11%
BAM
330
Bellevue Asset Management
Washington
$5K -$217 -2 -4%
GWS
331
Glassman Wealth Services
Virginia
$5K +$3.72K +35 +292%
MCM
332
Manchester Capital Management
Vermont
$3K – – –
Manulife (Manufacturers Life Insurance)
333
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.67K -$12 -112 -0.4%
VRS
334
Virginia Retirement Systems
Virginia
$2.62K -$10 -100 -0.4%
BFC
335
Bedel Financial Consulting
Indiana
$2K – – –
MP
336
McDonald Partners
Ohio
$1.97K +$1.97K +19 New
ACM
337
Absolute Capital Management
Pennsylvania
$1.97K +$1.97K +19 New
CFB
338
Cullen/Frost Bankers
Texas
$1K -$47.8K -573 -98%
EBA
339
Eagle Bay Advisors
New York
$1K – – –
LC
340
Lindbrook Capital
California
$1K – – –
CA
341
CoreCap Advisors
Michigan
$1K +$1K +4 New
SC
342
Schubert & Co
Texas
$1K +$1K +10 New
JWA
343
JFS Wealth Advisors
Pennsylvania
$1K +$1K +13 New
CP
344
Castleview Partners
Texas
$99 +$99 +10,248 New
HCM
345
Hilton Capital Management
New York
– -$13.1M -142,238 Closed
MGIM
346
M&G Investment Management
United Kingdom
– -$11.9K -129,064 Closed
IP
347
Interval Partners
New York
– -$2.99M -32,506 Closed
WI
348
WBI Investments
New Jersey
– -$2.27M -27,041 Closed
HF
349
HRT Financial
New York
– -$2.04M -22,113 Closed
Skandinaviska Enskilda Banken (SEB)
350
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$1.88M -20,400 Closed
11 12 13
14
15