HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$254M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$16.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$19.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$531M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$11.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
4
Atlanta Capital Management
Georgia
$52M
5
BlackRock
5
BlackRock
New York
$403M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$46.2M 446,269 +54,234 +14%
Charles Schwab
27
Charles Schwab
California
$44.8M 433,181 +7,955 +2%
Goldman Sachs
28
Goldman Sachs
New York
$43.8M 423,541 -199,614 -32%
Jennison Associates
29
Jennison Associates
New York
$42.4M 409,919 -10,355 -2%
SEI Investments
30
SEI Investments
Pennsylvania
$36.5M 352,898 +38,675 +12%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$34.8M 336,053 -21,041 -6%
Citadel Advisors
32
Citadel Advisors
Florida
$33.8M 326,737 -151,870 -32%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$30.1M 290,850 -7,840 -3%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$29.8M 287,552 – –
WFMPM
35
Woodley Farra Manion Portfolio Management
Indiana
$29.6M 285,537 +12,778 +5%
UBS Group
36
UBS Group
Switzerland
$29.4M 284,121 +15,552 +6%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$29.1M 280,715 -3,936 -1%
NA
38
NewEdge Advisors
Louisiana
$27.7M 267,904 +21,487 +9%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$26.4M 255,243 -398,524 -61%
AA
40
Ancora Advisors
Ohio
$25.6M 247,334 -25,602 -9%
EA
41
Emerald Advisers
Pennsylvania
$25.6M 246,862 -4,861 -2%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$25.3M 244,086 -59,490 -20%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$24M 232,248 -21,125 -8%
EVM
44
Eaton Vance Management
Massachusetts
$23.5M 227,209 -29 -0%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$23.4M 225,649 +23,367 +12%
RA
46
Royce & Associates
New York
$21.7M 209,376 -137,913 -40%
Morgan Stanley
47
Morgan Stanley
New York
$20.4M 196,867 +5,992 +3%
Federated Hermes
48
Federated Hermes
Pennsylvania
$19.3M 186,487 +120,906 +184%
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$19M 183,485 -387 -0.2%
Polen Capital Management
50
Polen Capital Management
Florida
$18.9M 182,141 +36,745 +25%
1
2
3 4 5