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Houlihan Lokey
HLI

Overview Fund Activity

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$173M
2
Millennium Management
2
Millennium Management
New York
$22M
3
Fidelity International
3
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Atticus Wealth Management
Florida
$3.11K – – –
Mitsubishi UFJ Asset Management
327
Mitsubishi UFJ Asset Management
Japan
$3.11K +$3.11K +29 New
SS
328
Sunbelt Securities
Texas
$3.11K +$3.11K +29 New
TAM
329
Tucker Asset Management
Colorado
$1.71K – – –
SIC
330
SJS Investment Consulting
Ohio
$1.29K +$429 +4 +50%
GJIA
331
Glass Jacobson Investment Advisors
Maryland
$1.29K +$965 +9 +300%
IA
332
IFP Advisors
Florida
$1.07K +$1.07K +10 New
AW
333
Avion Wealth
Texas
$1K +$1K +10 New
MCM
334
Manchester Capital Management
Vermont
$965 – – –
BAAM
335
Baker Avenue Asset Management
California
$750 – – –
BF
336
BOK Financial
Oklahoma
$201 -$5.73K -57 -97%
TWP
337
TFO Wealth Partners
Ohio
$197 – – –
E
338
Ergoteles
New York
– -$6.5M -66,085 Closed
Renaissance Technologies
339
Renaissance Technologies
New York
– -$5.69M -57,900 Closed
NIG
340
NFJ Investment Group
Texas
– -$4.2M -42,745 Closed
CC
341
Centiva Capital
New York
– -$4.03M -40,999 Closed
ZIG
342
Zurich Insurance Group
Switzerland
– -$1.17M -11,900 Closed
YIH
343
Y-Intercept (HK)
Hong Kong
– -$1.04M -10,564 Closed
I
344
InceptionR
California
– -$1.04M -10,553 Closed
Verition Fund Management
345
Verition Fund Management
Connecticut
– -$870K -8,854 Closed
N
346
Natixis
France
– -$855K -8,700 Closed
LCM
347
Laurion Capital Management
New York
– -$847K -8,618 Closed
Assenagon Asset Management
348
Assenagon Asset Management
Luxembourg
– -$842K -8,569 Closed
Qube Research & Technologies (QRT)
349
Qube Research & Technologies (QRT)
United Kingdom
– -$827K -8,416 Closed
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
– -$685K -6,964 Closed
12 13
14
15 16