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Houlihan Lokey
HLI

Overview Fund Activity

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$254M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$16.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$19.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$531M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$11.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
4
Atlanta Capital Management
Georgia
$52M
5
BlackRock
5
BlackRock
New York
$403M
Name Market Value Shares Shares
Change 		Shares
Change %
WG
351
Winton Group
United Kingdom
– – -16,881 Closed
Holocene Advisors
352
Holocene Advisors
New York
– – -11,846 Closed
PI
353
PEAK6 Investments
Illinois
– – -11,738 Closed
GC
354
Guggenheim Capital
Illinois
– – -9,691 Closed
BAM
355
Blueshift Asset Management
New Jersey
– – -6,716 Closed
Lido Advisors
356
Lido Advisors
California
– – -5,520 Closed
ACI
357
AMP Capital Investors
Australia
– – -4,046 Closed
SAM
358
Sawgrass Asset Management
Florida
– – -4,032 Closed
BEI
359
Benjamin Edwards Inc
Missouri
– – -3,879 Closed
CAAS
360
Capital Asset Advisory Services
Michigan
– – -3,575 Closed
Allianz Asset Management
361
Allianz Asset Management
Germany
– – -2,981 Closed
VF
362
Virtu Financial
New York
– – -2,532 Closed
CAM
363
Cresset Asset Management
Illinois
– – -2,310 Closed
OWA
364
One Wealth Advisors
California
– – -2,260 Closed
SSA
365
Schonfeld Strategic Advisors
New York
– – -2,200 Closed
Simplex Trading
366
Simplex Trading
Illinois
– – -499 Closed
AWA
367
Arkadios Wealth Advisors
Georgia
– – -486 Closed
CA
368
Clearstead Advisors
Ohio
– – -257 Closed
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
– – -249 Closed
BBHC
370
Brown Brothers Harriman & Co
New York
– – -110 Closed
BMD
371
Better Money Decisions
New Mexico
– – -68 Closed
LWM
372
Liberty Wealth Management
California
– – -52 Closed
Walleye Trading
373
Walleye Trading
New York
– – – –
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