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Houlihan Lokey
HLI

Overview Fund Activity

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K

Top Buyers

1
BlackRock
1
BlackRock
New York
$392M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$248M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$90.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.16M
2
Millennium Management
2
Millennium Management
New York
$220K
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
AI
4
Ariel Investments
Illinois
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
351
New York State Teachers Retirement System (NYSTRS)
New York
– – -4,400 Closed
FRM
352
Fox Run Management
Connecticut
– – -3,845 Closed
OAM
353
Origin Asset Management
United Kingdom
– – -3,533 Closed
HF
354
HRT Financial
New York
– – -3,257 Closed
MSAM
355
Moloney Securities Asset Management
Missouri
– – -2,946 Closed
CM
356
CastleKnight Management
New York
– – -2,900 Closed
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
– – -2,749 Closed
FCA
358
FinTrust Capital Advisors
South Carolina
– – -1,020 Closed
CWM
359
Castle Wealth Management
Florida
– – -964 Closed
EW
360
Evoke Wealth
California
– – -900 Closed
MAM
361
Meeder Asset Management
Ohio
– – -881 Closed
Robeco Institutional Asset Management
362
Robeco Institutional Asset Management
Netherlands
– – -834 Closed
HGERS
363
Householder Group Estate & Retirement Specialist
Arizona
– – -454 Closed
PMFA
364
Plante Moran Financial Advisors
Michigan
– – -104 Closed
PAI
365
Pittenger & Anderson Inc
Nebraska
– – -39 Closed
ACM
366
Absolute Capital Management
Pennsylvania
– – -15 Closed
CAL
367
Capital Advisors Ltd
Ohio
– – -12 Closed
National Bank of Canada
368
National Bank of Canada
Quebec, Canada
– – -8 Closed
IA
369
IFP Advisors
Florida
– – -7 Closed
BCM
370
Bourgeon Capital Management
Connecticut
– – -3 Closed
IAS
371
IMA Advisory Services
Colorado
– – -2 Closed
11 12 13 14
15