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Houlihan Lokey
HLI

Overview Fund Activity

276 hedge funds and large institutions have $3.47B invested in Houlihan Lokey in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 45 closing their positions.

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
113
Reduced
92
Closed
45
Calls
$2.43M
Puts
$1.18M
Net Calls
+$1.25M
Net Calls Change
-$2.74M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$243M
2
BlackRock
2
BlackRock
New York
$307M
3
Ameriprise
3
Ameriprise
Minnesota
$90.7M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$25.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$338M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Franklin Resources
2
Franklin Resources
California
$40.3M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$100M
4
Goldman Sachs
4
Goldman Sachs
New York
$42.2M
5
Norges Bank
5
Norges Bank
Norway
$29.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Nordea Investment Management
26
Nordea Investment Management
Sweden
$38.9M 579,244 +45,453 +9%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$35.8M 538,520 -1,000 -0.2%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$30.3M 455,777 -26,451 -5%
Jennison Associates
29
Jennison Associates
New York
$29.7M 446,151 +43,338 +11%
Norges Bank
30
Norges Bank
Norway
$29.2M 439,202 -168,729 -28%
Charles Schwab
31
Charles Schwab
California
$26.9M 404,841 +12,867 +3%
AI
32
Ariel Investments
Illinois
$26.5M 398,437 +206 +0.1%
ClearBridge Investments
33
ClearBridge Investments
New York
$25.6M 384,330 +384,330 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$21.3M 320,768 -12,854 -4%
TCM
35
TimesSquare Capital Management
New York
$20.7M 310,825 -123,730 -28%
EAM
36
Eagle Asset Management
Florida
$20.5M 299,013 +8,130 +3%
UBS Group
37
UBS Group
Switzerland
$20.1M 301,523 -17,060 -5%
EMFAT
38
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.9M 298,690 – –
WFMPM
39
Woodley Farra Manion Portfolio Management
Indiana
$19.8M 297,869 +8,475 +3%
EA
40
Emerald Advisers
Pennsylvania
$18M 270,080 -34,340 -11%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$17.8M 267,051 -180 -0.1%
AA
42
Ancora Advisors
Ohio
$17.7M 265,780 +43,671 +20%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$17.1M 257,160 – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$14.4M 217,247 +44,559 +26%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$12.6M 188,878 -4,314 -2%
PC
46
Pier Capital
Connecticut
$12.4M 185,840 +50,568 +37%
MAM
47
Montanaro Asset Management
United Kingdom
$11.9M 178,300 +61,200 +52%
HCM
48
Hilton Capital Management
New York
$11.7M 175,926 -3,655 -2%
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$11.6M 173,958 -6,060 -3%
Morgan Stanley
50
Morgan Stanley
New York
$11.2M 168,155 -91,578 -35%
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