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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 %
JFG
351
Jefferies Financial Group
New York
– -$530K -5,393 Closed
AG
352
AIA Group
Hong Kong
– -$372K -3,785 Closed
OMC
353
Old Mission Capital
Illinois
– -$365K -3,717 Closed
PRC
354
Pearl River Capital
Michigan
– -$345K -3,514 Closed
VAS
355
Vestmark Advisory Solutions
Massachusetts
– -$336K -3,420 Closed
Marshall Wace
356
Marshall Wace
United Kingdom
– -$324K -3,294 Closed
TI
357
Trexquant Investment
Connecticut
– -$300K -3,048 Closed
CIA
358
Capital Impact Advisors
Massachusetts
– -$285K -2,901 Closed
LIP
359
Lighthouse Investment Partners
Florida
– -$261K -2,659 Closed
Holocene Advisors
360
Holocene Advisors
New York
– -$243K -2,471 Closed
AGM
361
Alpine Global Management
New York
– -$237K -2,410 Closed
Janney Montgomery Scott
362
Janney Montgomery Scott
Pennsylvania
– -$220K -2,241 Closed
SI
363
Symmetry Investments
Jersey
– -$216K -2,200 Closed
VIA
364
Vident Investment Advisory
Georgia
– -$211K -2,148 Closed
HIA
365
Harbor Investment Advisory
Maryland
– -$148K -1,502 Closed
Robeco Institutional Asset Management
366
Robeco Institutional Asset Management
Netherlands
– -$82K -834 Closed
PI
367
PineBridge Investments
New York
– -$52.4K -533 Closed
APW
368
Acima Private Wealth
Virginia
– -$10.2K -104 Closed
FGAM
369
Financial Gravity Asset Management
Texas
– -$1.44K -98 Closed
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
– -$5.51K -56 Closed
First Manhattan
371
First Manhattan
New York
– -$4.92K -50 Closed
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
– -$4.42K -45 Closed
Toronto Dominion Bank
373
Toronto Dominion Bank
Ontario, Canada
– -$4K -45 Closed
CAS
374
Coppell Advisory Solutions
Texas
– -$2.08K -21 Closed
DA
375
Denali Advisors
California
– -$1.87K -19 Closed
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15
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