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Houlihan Lokey
HLI

Overview Fund Activity

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$289M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$129M
4
Millennium Management
4
Millennium Management
New York
$11.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$42M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$123M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$358M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$62.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$67.4M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$43.6M 533,063 -5,457 -1%
RA
27
Royce & Associates
New York
$42.8M 523,135 -68,926 -12%
ClearBridge Investments
28
ClearBridge Investments
New York
$42M 513,699 +129,369 +34%
Jennison Associates
29
Jennison Associates
New York
$34.7M 424,640 -21,511 -5%
Charles Schwab
30
Charles Schwab
California
$34.3M 419,960 +15,119 +4%
Norges Bank
31
Norges Bank
Norway
$33.8M 413,735 -25,467 -6%
AI
32
Ariel Investments
Illinois
$33.2M 405,703 +7,266 +2%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$30.7M 375,265 -80,512 -18%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$27.5M 335,792 +15,024 +5%
EAM
35
Eagle Asset Management
Florida
$24.7M 302,102 +3,089 +1%
EMFAT
36
Emerald Mutual Fund Advisers Trust
Pennsylvania
$24.4M 298,690 – –
WFMPM
37
Woodley Farra Manion Portfolio Management
Indiana
$24.3M 297,343 -526 -0.2%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$24M 293,771 +293,771 New
Natixis Advisors
39
Natixis Advisors
Massachusetts
$23.1M 282,468 +15,417 +6%
UBS Group
40
UBS Group
Switzerland
$22.8M 279,324 -22,199 -7%
AA
41
Ancora Advisors
Ohio
$22.2M 271,745 +5,965 +2%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$20.4M 249,834 -7,326 -3%
EA
43
Emerald Advisers
Pennsylvania
$19.9M 242,880 -27,200 -10%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$19.7M 241,162 +23,915 +11%
Renaissance Technologies
45
Renaissance Technologies
New York
$17.6M 214,700 +124,700 +139%
EVM
46
Eaton Vance Management
Massachusetts
$16.2M 198,238 +41,153 +26%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$14.9M 182,411 -6,467 -3%
MAM
48
Montanaro Asset Management
United Kingdom
$14.8M 181,300 +3,000 +2%
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$14.6M 178,289 +4,331 +2%
HCM
50
Hilton Capital Management
New York
$14.4M 175,902 -24 -0%
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