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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
5.2%
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
Wellington Management Group
Massachusetts
$172M
2
Millennium Management
Millennium Management
New York
$88.7M
3
Capital International Investors
Capital International Investors
California
$49.7M
4
Brown Advisory
Brown Advisory
Maryland
$36.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.2M

Top Sellers

1
BlackRock
BlackRock
New York
$310M
2
EARNEST Partners
EARNEST Partners
Georgia
$304M
3
Bank of America
Bank of America
North Carolina
$104M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$12M
5
AllianceBernstein
AllianceBernstein
Tennessee
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
351
Virtu Financial
New York
– -$332K -3,791 Closed
MMA
352
Miracle Mile Advisors
California
– -$322K -3,683 Closed
NRD
353
Nebula Research & Development
New York
– -$321K -3,666 Closed
DA
354
Duality Advisers
Florida
– -$292K -3,339 Closed
XT
355
XTX Topco
Cayman Islands
– -$287K -3,282 Closed
Mackenzie Financial
356
Mackenzie Financial
Ontario, Canada
– -$279K -3,188 Closed
DTL
357
Dynamic Technology Lab
Singapore
– -$270K -3,090 Closed
RIA
358
Regal Investment Advisors
Michigan
– -$241K -2,758 Closed
MLICM
359
Metropolitan Life Insurance Company (MetLife)
New York
– -$240K -2,741 Closed
PWPS
360
Pinnacle Wealth Planning Services
Ohio
– -$208K -2,383 Closed
JF
361
Jump Financial
Illinois
– -$206K -2,359 Closed
GCM
362
Gladius Capital Management
Illinois
– -$79.4K -907 Closed
GCM
363
Goldstream Capital Management
Hong Kong
– -$63.1K -721 Closed
JGIA
364
Jackson Grant Investment Advisers
Connecticut
– -$30.9K -353 Closed
EI
365
Ellevest Inc
New York
– -$26.5K -303 Closed
BAM
366
Belpointe Asset Management
Nevada
– -$25.9K -296 Closed
TWA
367
TCI Wealth Advisors
Arizona
– -$21.8K -249 Closed
ST
368
Sageworth Trust
Pennsylvania
– -$11.4K -130 Closed
BWM
369
BerganKDV Wealth Management
Minnesota
– -$3.5K -40 Closed
SC
370
Schubert & Co
Texas
– -$3.06K -35 Closed
MBFW
371
Morton Brown Family Wealth
Pennsylvania
– -$2.01K -23 Closed
AWM
372
Accel Wealth Management
Iowa
– -$1.24K -14 Closed
AF
373
Advisornet Financial
Minnesota
– -$875 -10 Closed
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