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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$46.8M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$289M
3
Morgan Stanley
3
Morgan Stanley
New York
$34M
4
Ameriprise
4
Ameriprise
Minnesota
$74.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.38M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$66K
2
NA
2
NewEdge Advisors
Louisiana
$3.19M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$374K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$29.7M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
326
Magnetar Financial
Illinois
– -$4.24M -48,295 Closed
TC
327
TwinBeech Capital
New York
– -$3.32M -37,769 Closed
OSIA
328
O'Shares Investment Advisers
Massachusetts
– -$3.26M -37,161 Closed
EGM
329
Engineers Gate Manager
New York
– -$2.83M -32,183 Closed
DZ Bank
330
DZ Bank
Germany
– -$2.44M -27,802 Closed
DTL
331
Dynamic Technology Lab
Singapore
– -$2.43M -27,680 Closed
EF
332
Empowered Funds
Pennsylvania
– -$1.44M -16,426 Closed
DekaBank Deutsche Girozentrale
333
DekaBank Deutsche Girozentrale
Germany
– -$1.48M -16,345 Closed
OQS
334
Occudo Quantitative Strategies
Florida
– -$1.42M -16,125 Closed
AIMCA
335
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.36M -15,449 Closed
KWM
336
Kingsview Wealth Management
Oregon
– -$1.16M -13,266 Closed
Capital Fund Management (CFM)
337
Capital Fund Management (CFM)
France
– -$1.15M -13,150 Closed
JCIA
338
Jackson Creek Investment Advisors
Colorado
– -$1.12M -12,758 Closed
CANY
339
Caxton Associates (New York)
New York
– -$1.04M -11,842 Closed
SSA
340
Schonfeld Strategic Advisors
New York
– -$817K -9,300 Closed
Victory Capital Management
341
Victory Capital Management
Texas
– -$658K -7,897 Closed
DA
342
Duality Advisers
Florida
– -$644K -7,336 Closed
Verition Fund Management
343
Verition Fund Management
Connecticut
– -$595K -6,778 Closed
TF
344
Trek Financial
Arizona
– -$569K -6,481 Closed
CMI
345
Clare Market Investments
Texas
– -$395K -4,500 Closed
Twin Tree Management
346
Twin Tree Management
Texas
– -$376K -4,285 Closed
GHA
347
GW Henssler & Associates
Georgia
– -$376K -4,283 Closed
YIH
348
Y-Intercept (HK)
Hong Kong
– -$348K -3,963 Closed
GGS
349
Galvin Gaustad & Stein
Arizona
– -$334K -3,802 Closed
SW
350
SkyOak Wealth
Michigan
– -$306K -3,489 Closed
11 12 13
14
15