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Houlihan Lokey
HLI

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

103% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $1.44M

13% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 120

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

0.55% more ownership

Funds ownership: 98.72% → 99.27% (+0.55%)

0% less funds holding

Funds holding: 344 → 343 (-1)

15% less capital invested

Capital invested by funds: $5.21B → $4.42B (-$788M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
343
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.41%
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
+$30M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$26.7M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$15.6M
4
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
+$12.2M
5
Goldman Sachs
Goldman Sachs
New York
+$11.9M

Top Sellers

1
VBA
Van Berkom & Associates
Quebec, Canada
-$36.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$32.7M
3
BlackRock
BlackRock
New York
-$19.3M
4
FMI
Fiduciary Management Inc
Wisconsin
-$15.9M
5
Ameriprise
Ameriprise
Minnesota
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
376
Snowden Capital Advisors
New York
– -$48K -464 Closed
FHA
377
First Horizon Advisors
Tennessee
– -$35K -349 Closed
CMF
378
Counterpoint Mutual Funds
California
– -$25K -243 Closed
Jones Financial Companies
379
Jones Financial Companies
Missouri
– -$16K -158 Closed
IPW
380
IronBridge Private Wealth
Texas
– -$12K -116 Closed
First Manhattan
381
First Manhattan
New York
– -$10K -100 Closed
FCFS
382
First Command Financial Services
Texas
– -$8K -76 Closed
HNWA
383
Henrickson Nauta Wealth Advisors
Michigan
– -$6K -54 Closed
ACM
384
Absolute Capital Management
Pennsylvania
– -$1.97K -19 Closed
MP
385
McDonald Partners
Ohio
– -$1.97K -19 Closed
CA
386
CoreCap Advisors
Michigan
– -$1K -4 Closed
EBA
387
Eagle Bay Advisors
New York
– -$1K -1 Closed
SIC
388
SJS Investment Consulting
Ohio
– +$206 +2 New
MCC
389
Money Concepts Capital
Florida
– +$309 +3 New
12 13 14 15
16

HLI Hedge Fund Activity: Q1 2022 in Review

343 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2022, worth a combined $4.42B — down 15% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HLI positions and 46 closed out — a net gain of 1 holder — while 136 added to existing stakes and 120 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $30M. The largest seller was Van Berkom & Associates, cutting an estimated $36.2M.

  • 343 institutional investors held Houlihan Lokey (HLI) as of Q1 2022, down from 344 in Q4 2021.
  • Funds reported $4.42B of Houlihan Lokey stock for Q1 2022, down 15% quarter-over-quarter.
  • 47 funds opened new Houlihan Lokey positions in Q1 2022 and 46 closed out, a net change of +1 holder.
  • The largest Houlihan Lokey buyer in Q1 2022 was Schroder Investment Management Group, an estimated $30M added.
  • The largest Houlihan Lokey seller in Q1 2022 was Van Berkom & Associates, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2022.