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Houlihan Lokey
HLI

343 hedge funds and large institutions have $4.42B invested in Houlihan Lokey in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $1.44M

13% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 120

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

0.55% more ownership

Funds ownership: 98.72% → 99.27% (+0.55%)

0% less funds holding

Funds holding: 344 → 343 (-1)

15% less capital invested

Capital invested by funds: $5.21B → $4.42B (-$788M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
343
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
136
Reduced
120
Closed
46
Calls
$2.92M
Puts
$1.44M
Net Calls
+$1.48M
Net Calls Change
-$4.65M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$30M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$26.7M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$15.6M
4
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
+$12.2M
5
Goldman Sachs
Goldman Sachs
New York
+$11.9M

Top Sellers

1
VBA
Van Berkom & Associates
Quebec, Canada
-$36.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$32.7M
3
BlackRock
BlackRock
New York
-$19.3M
4
FMI
Fiduciary Management Inc
Wisconsin
-$15.9M
5
Ameriprise
Ameriprise
Minnesota
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
326
Glassman Wealth Services
Virginia
$4K – – –
CYG
327
Clean Yield Group
Vermont
$4K +$5.15K +50 New
AAP
328
Arax Advisory Partners
Colorado
$3K -$1.65K -16 -29%
BAM
329
Bellevue Asset Management
Washington
$3K -$1.03K -10 -22%
CMBA
330
C.M. Bidwell & Associates
Hawaii
$2K -$312K -3,030 -99%
MCM
331
Manchester Capital Management
Vermont
$2K -$412 -4 -14%
BFC
332
Bedel Financial Consulting
Indiana
$2K – – –
JWA
333
JFS Wealth Advisors
Pennsylvania
$2K +$721 +7 +54%
CI
334
Cordant Inc
Oregon
$2K +$2.16K +21 New
LAS
335
Lloyd Advisory Services
Georgia
$2K +$2.37K +23 New
CFB
336
Cullen/Frost Bankers
Texas
$1K – – –
SC
337
Schubert & Co
Texas
$1K +$206 +2 +20%
IA
338
IFP Advisors
Florida
$1K +$721 +7 New
LC
339
Lindbrook Capital
California
$1K +$824 +8 +133%
DI
340
Disciplined Investments
Oklahoma
$1K +$927 +9 New
Macquarie Group
341
Macquarie Group
Australia
$120 – – –
Assenagon Asset Management
342
Assenagon Asset Management
Luxembourg
– -$6.78M -65,461 Closed
AIM
343
Artemis Investment Management
United Kingdom
– -$5.66M -54,721 Closed
Canada Pension Plan Investment Board
344
Canada Pension Plan Investment Board
Ontario, Canada
– -$5.59M -54,020 Closed
ECM
345
ExodusPoint Capital Management
New York
– -$4.29M -41,453 Closed
CG
346
Castellan Group
Kentucky
– -$2.8M -27,070 Closed
Squarepoint
347
Squarepoint
New York
– -$1.3M -12,583 Closed
KWILP
348
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.19M -11,444 Closed
E
349
Ergoteles
New York
– -$1.14M -11,039 Closed
Tudor Investment Corp
350
Tudor Investment Corp
Connecticut
– -$1.07M -10,337 Closed
12 13
14
15 16

HLI Hedge Fund Activity: Q1 2022 in Review

343 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2022, worth a combined $4.42B — down 15% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HLI positions and 46 closed out — a net gain of 1 holder — while 136 added to existing stakes and 120 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $30M. The largest seller was Van Berkom & Associates, cutting an estimated $36.2M.

  • 343 institutional investors held Houlihan Lokey (HLI) as of Q1 2022, down from 344 in Q4 2021.
  • Funds reported $4.42B of Houlihan Lokey stock for Q1 2022, down 15% quarter-over-quarter.
  • 47 funds opened new Houlihan Lokey positions in Q1 2022 and 46 closed out, a net change of +1 holder.
  • The largest Houlihan Lokey buyer in Q1 2022 was Schroder Investment Management Group, an estimated $30M added.
  • The largest Houlihan Lokey seller in Q1 2022 was Van Berkom & Associates, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2022.