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Houlihan Lokey
HLI

Overview Fund Activity

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K

Top Buyers

1
BlackRock
1
BlackRock
New York
$392M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$248M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$90.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.16M
2
Millennium Management
2
Millennium Management
New York
$220K
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
AI
4
Ariel Investments
Illinois
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
326
Transamerica Financial Advisors
Florida
$1K 1 – –
Jones Financial Companies
327
Jones Financial Companies
Missouri
$1K 12 +12 New
HS
328
Horan Securities
United States
$784 9 +9 New
MCM
329
Manchester Capital Management
Vermont
$784 9 +9 New
BWL
330
Bogart Wealth LLC
Virginia
$697 8 – –
TWP
331
TFO Wealth Partners
Ohio
$643 3 +3 New
BAAM
332
Baker Avenue Asset Management
California
$610 7 +7 New
CA
333
CoreCap Advisors
Michigan
$349 4 +4 New
EBA
334
Eagle Bay Advisors
New York
$52 1 – –
AI
335
Ariel Investments
Illinois
– – -144,158 Closed
Federated Hermes
336
Federated Hermes
Pennsylvania
– – -72,517 Closed
Point72 Asset Management
337
Point72 Asset Management
Connecticut
– – -60,669 Closed
Swedbank
338
Swedbank
Sweden
– – -60,000 Closed
Lazard Asset Management
339
Lazard Asset Management
New York
– – -25,192 Closed
HSA
340
Hussman Strategic Advisors
Maryland
– – -15,500 Closed
E
341
Ergoteles
New York
– – -12,282 Closed
VI
342
Versor Investments
New York
– – -10,514 Closed
GCM
343
Graham Capital Management
Connecticut
– – -9,845 Closed
TFA
344
Teamwork Financial Advisors
Texas
– – -8,123 Closed
Holocene Advisors
345
Holocene Advisors
New York
– – -8,046 Closed
CAM
346
Cresset Asset Management
Illinois
– – -7,251 Closed
ACM
347
AlphaCrest Capital Management
New York
– – -7,003 Closed
TI
348
Tidal Investments
Wisconsin
– – -6,453 Closed
ECM
349
ExodusPoint Capital Management
New York
– – -6,209 Closed
BCM
350
Bayesian Capital Management
New York
– – -5,348 Closed
11 12 13
14
15