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Houlihan Lokey
HLI

Overview Fund Activity

328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$27.6M
2
VCM
Vigilant Capital Management
Maine
$22.5M
3
Ameriprise
Ameriprise
Minnesota
$83.6M
4
Macquarie Group
Macquarie Group
Australia
$32.1M
5
ClearBridge Investments
ClearBridge Investments
New York
$103M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$6.49M
2
BlackRock
BlackRock
New York
$352M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$10M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$86.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
326
TFO Wealth Partners
Ohio
$175 -$88 -1 -33%
EBA
327
Eagle Bay Advisors
New York
$52 – – –
FGAM
328
Financial Gravity Asset Management
Texas
$3 +$3 +87 New
RCW
329
Rheos Capital Works
Japan
– -$7.1M -81,500 Closed
SGI
330
Summit Global Investments
Utah
– -$5.99M -68,739 Closed
Renaissance Technologies
331
Renaissance Technologies
New York
– -$5.19M -59,500 Closed
SCP
332
Seizert Capital Partners
Michigan
– -$3.58M -41,076 Closed
Two Sigma Advisers
333
Two Sigma Advisers
New York
– -$2.67M -30,600 Closed
Two Sigma Investments
334
Two Sigma Investments
New York
– -$1.92M -21,977 Closed
Bank of Nova Scotia
335
Bank of Nova Scotia
Ontario, Canada
– -$1.06M -12,162 Closed
HSBC Holdings
336
HSBC Holdings
United Kingdom
– -$1.05M -12,119 Closed
PP
337
Prudential plc
United Kingdom
– -$983K -11,280 Closed
PAM
338
Panagora Asset Management
Massachusetts
– -$969K -11,123 Closed
LAM
339
Lifestyle Asset Management
Texas
– -$965K -11,077 Closed
Aviva
340
Aviva
United Kingdom
– -$921K -10,572 Closed
CG
341
Carmignac Gestion
France
– -$872K -10,000 Closed
TWD
342
True Wealth Design
Ohio
– -$746K -8,562 Closed
YIH
343
Y-Intercept (HK)
Hong Kong
– -$694K -7,968 Closed
NYLIM
344
New York Life Investment Management
New York
– -$563K -6,458 Closed
AG
345
Algert Global
California
– -$498K -5,716 Closed
Acadian Asset Management
346
Acadian Asset Management
Massachusetts
– -$454K -5,225 Closed
KAS
347
Kestra Advisory Services
Texas
– -$420K -4,820 Closed
Cetera Investment Advisers
348
Cetera Investment Advisers
Illinois
– -$349K -3,999 Closed
CF
349
CNA Financial
Illinois
– -$340K -3,902 Closed
LOAME
350
Lombard Odier Asset Management (Europe)
United Kingdom
– -$292K -3,355 Closed
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