HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$172M
2
Millennium Management
2
Millennium Management
New York
$88.7M
3
Capital International Investors
3
Capital International Investors
California
$49.7M
4
Brown Advisory
4
Brown Advisory
Maryland
$36.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$310M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$304M
3
Bank of America
3
Bank of America
North Carolina
$104M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$12M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
326
Manchester Capital Management
Vermont
$885 – – –
SIC
327
SJS Investment Consulting
Ohio
$787 -$590 -6 -43%
BAAM
328
Baker Avenue Asset Management
California
$688 – – –
GJIA
329
Glass Jacobson Investment Advisors
Maryland
$295 +$295 +3 New
TWP
330
TFO Wealth Partners
Ohio
$197 – – –
CM
331
Castleark Management
Illinois
– -$4.85M -55,450 Closed
Citadel Advisors
332
Citadel Advisors
Florida
– -$3.45M -39,384 Closed
Balyasny Asset Management
333
Balyasny Asset Management
Illinois
– -$2.5M -28,567 Closed
HI
334
HBK Investments
Texas
– -$1.97M -22,512 Closed
Mirae Asset Global Investments
335
Mirae Asset Global Investments
South Korea
– -$1.94M -22,185 Closed
Manulife (Manufacturers Life Insurance)
336
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.77M -20,219 Closed
BC
337
Brookfield Corp
Ontario, Canada
– -$1.59M -18,180 Closed
RG
338
Renaissance Group
Kentucky
– -$1.54M -17,547 Closed
PCM
339
Prana Capital Management
Connecticut
– -$1.3M -14,841 Closed
TC
340
TwinBeech Capital
New York
– -$1M -11,474 Closed
KWM
341
Kingsview Wealth Management
Oregon
– -$917K -10,478 Closed
CSS
342
Cubist Systematic Strategies
Connecticut
– -$788K -9,006 Closed
Los Angeles Capital Management
343
Los Angeles Capital Management
California
– -$637K -7,284 Closed
Axa
344
Axa
France
– -$630K -7,200 Closed
MAM
345
Martingale Asset Management
Massachusetts
– -$621K -7,100 Closed
Walleye Capital
346
Walleye Capital
New York
– -$565K -6,461 Closed
ProShare Advisors
347
ProShare Advisors
Maryland
– -$523K -5,981 Closed
Voloridge Investment Management
348
Voloridge Investment Management
Florida
– -$504K -5,766 Closed
FA
349
FDx Advisors
Illinois
– -$364K -4,173 Closed
AC
350
AXQ Capital
New Jersey
– -$359K -4,100 Closed
11 12 13
14
15