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Houlihan Lokey
HLI

Overview Fund Activity

343 hedge funds and large institutions have $4.42B invested in Houlihan Lokey in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
136
Reduced
120
Closed
46
Calls
$2.92M
Puts
$1.44M
Net Calls
+$1.48M
Net Calls Change
-$4.65M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$49.6M
2
Federated Hermes
Federated Hermes
Pennsylvania
$39.1M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$13.3M
4
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$10.4M
5
Goldman Sachs
Goldman Sachs
New York
$47.3M

Top Sellers

1
VBA
Van Berkom & Associates
Quebec, Canada
$65.1M
2
Citadel Advisors
Citadel Advisors
Florida
$763K
3
BlackRock
BlackRock
New York
$325M
4
FMI
Fiduciary Management Inc
Wisconsin
$87M
5
Ameriprise
Ameriprise
Minnesota
$72.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
351
Castleview Partners
Texas
– -$99 -10,248 Closed
BC
352
Brookfield Corp
Ontario, Canada
– -$1.02M -9,826 Closed
MCIA
353
Mountain Capital Investment Advisors
Colorado
– -$926K -7,845 Closed
N
354
Natixis
France
– -$794K -7,671 Closed
HFS
355
Haverford Financial Services
Pennsylvania
– -$744K -7,185 Closed
PP
356
PDT Partners
New York
– -$738K -7,133 Closed
WANY
357
Wealthspire Advisors (New York)
New York
– -$692K -6,682 Closed
IF
358
Insight Folios
North Carolina
– -$621K -5,996 Closed
GTCM
359
Gyon Technologies Capital Management
New Jersey
– -$479K -4,628 Closed
CCIA
360
Campbell & Co Investment Adviser
Maryland
– -$435K -4,200 Closed
GCM
361
Graham Capital Management
Connecticut
– -$426K -4,118 Closed
BNP Paribas Asset Management
362
BNP Paribas Asset Management
France
– -$377K -3,642 Closed
TSS
363
Two Sigma Securities
New York
– -$360K -3,479 Closed
BRWA
364
B. Riley Wealth Advisors
Florida
– -$339K -3,272 Closed
RP
365
Riverwater Partners
Wisconsin
– -$313K -3,019 Closed
State of Wisconsin Investment Board
366
State of Wisconsin Investment Board
Wisconsin
– -$290K -2,800 Closed
BCI
367
Brinker Capital Investments
Pennsylvania
– -$290K -2,799 Closed
PA
368
Profund Advisors
Maryland
– -$216K -2,083 Closed
SWA
369
Stratos Wealth Advisors
Ohio
– -$210K -2,024 Closed
LC
370
Loews Corp
New York
– -$207K -2,000 Closed
QT
371
Quantamental Technologies
New York
– -$205K -1,983 Closed
AG
372
AlphaSimPlex Group
Massachusetts
– -$204K -1,971 Closed
Wolverine Trading
373
Wolverine Trading
Illinois
– -$203K -1,968 Closed
OIA
374
OneDigital Investment Advisors
Kansas
– -$201K -1,946 Closed
SWM
375
Scissortail Wealth Management
Oklahoma
– -$155K -1,502 Closed
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