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Houlihan Lokey
HLI

Overview Fund Activity

308 hedge funds and large institutions have $4.76B invested in Houlihan Lokey in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 29 closing their positions.

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
38
Increased
120
Reduced
103
Closed
29
Calls
$7.29M
Puts
$3.93M
Net Calls
+$3.36M
Net Calls Change
+$3.69M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$44.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$28.9M
3
NA
3
NewEdge Advisors
Louisiana
$22.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$90.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$114M
2
BlackRock
2
BlackRock
New York
$382M
3
RA
3
Royce & Associates
New York
$32M
4
Ameriprise
4
Ameriprise
Minnesota
$108M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$117M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$48.1M 522,675 -10,388 -2%
ClearBridge Investments
27
ClearBridge Investments
New York
$47.3M 513,549 -150 -0%
Citadel Advisors
28
Citadel Advisors
Florida
$44.1M 478,607 +380,388 +387%
Charles Schwab
29
Charles Schwab
California
$39.2M 425,226 +5,266 +1%
Jennison Associates
30
Jennison Associates
New York
$38.7M 420,274 -4,366 -1%
Norges Bank
31
Norges Bank
Norway
$36.1M 392,035 -21,700 -5%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$32.9M 357,094 +21,302 +6%
RA
33
Royce & Associates
New York
$32M 347,289 -175,846 -34%
SEI Investments
34
SEI Investments
Pennsylvania
$28.9M 314,223 +308,186 +5,105%
AI
35
Ariel Investments
Illinois
$28.5M 309,809 -95,894 -24%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$28M 303,576 +21,108 +7%
EMFAT
37
Emerald Mutual Fund Advisers Trust
Pennsylvania
$27.5M 298,690 – –
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$26.5M 287,552 -6,219 -2%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$26.2M 284,651 -90,614 -24%
AA
40
Ancora Advisors
Ohio
$25.1M 272,936 +1,191 +0.4%
WFMPM
41
Woodley Farra Manion Portfolio Management
Indiana
$25.1M 272,759 -24,584 -8%
UBS Group
42
UBS Group
Switzerland
$24.7M 268,569 -10,755 -4%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$23.3M 253,373 +12,211 +5%
EA
44
Emerald Advisers
Pennsylvania
$23.2M 251,723 +8,843 +4%
NA
45
NewEdge Advisors
Louisiana
$22.7M 246,417 +246,417 New
EAM
46
Eagle Asset Management
Florida
$21.4M 232,539 -69,563 -23%
EVM
47
Eaton Vance Management
Massachusetts
$20.9M 227,238 +29,000 +15%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$18.6M 202,282 -47,552 -19%
Morgan Stanley
49
Morgan Stanley
New York
$17.6M 190,875 +27,562 +17%
MAM
50
Montanaro Asset Management
United Kingdom
$17.1M 185,300 +4,000 +2%
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