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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
ACM
26
Atlanta Capital Management
Georgia
$43.8M -$349K -3,387 -0.7%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$39.2M +$4.74K +46 +0%
Federated Hermes
28
Federated Hermes
Pennsylvania
$39.1M +$26.7M +259,359 +139%
Norges Bank
29
Norges Bank
Norway
$39M -$257K -2,492 -0.6%
Charles Schwab
30
Charles Schwab
California
$38.6M +$648K +6,294 +1%
Jennison Associates
31
Jennison Associates
New York
$37.1M +$1.25M +12,153 +3%
SEI Investments
32
SEI Investments
Pennsylvania
$34.2M +$3.84M +37,289 +11%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$29.5M +$40.9K +397 +0.1%
NA
34
NewEdge Advisors
Louisiana
$26.6M +$3.61M +35,023 +13%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$26.1M +$954K +9,269 +3%
Morgan Stanley
36
Morgan Stanley
New York
$26M +$10.2M +99,188 +50%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$25.1M +$555K +5,386 +2%
WFMPM
38
Woodley Farra Manion Portfolio Management
Indiana
$24.9M -$253K -2,457 -0.9%
Robeco Institutional Asset Management
39
Robeco Institutional Asset Management
Netherlands
$23.6M +$4.47M +43,451 +19%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$23M +$1.82M +17,675 +7%
EVM
41
Eaton Vance Management
Massachusetts
$21.6M +$1.93M +18,764 +8%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$21.3M +$1.04M +10,127 +4%
EA
43
Emerald Advisers
Pennsylvania
$20.9M -$967K -9,392 -4%
AA
44
Ancora Advisors
Ohio
$20.5M -$1.37M -13,295 -5%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$19.7M +$6.3M +61,192 +37%
UBS Group
46
UBS Group
Switzerland
$19.1M -$6.9M -66,997 -24%
PPA
47
Parametric Portfolio Associates
Washington
$18.3M +$3.7M +35,893 +21%
EMFAT
48
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.7M -$9.14M -88,739 -31%
RA
49
Royce & Associates
New York
$17.6M -$955K -9,279 -4%
FLPIM
50
F.L. Putnam Investment Management
Massachusetts
$15.8M -$345K -3,352 -2%
1
2
3 4 5

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.