HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

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.

Holders
343
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.43%
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
1
Schroder Investment Management Group
United Kingdom
$49.6M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$39.1M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$13.3M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$10.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$47.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$65.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$763K
3
BlackRock
3
BlackRock
New York
$325M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$87M
5
Ameriprise
5
Ameriprise
Minnesota
$72.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
26
Atlanta Capital Management
Georgia
$43.8M 499,374 -3,387 -0.7%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$39.2M 446,847 +46 +0%
Federated Hermes
28
Federated Hermes
Pennsylvania
$39.1M 445,846 +259,359 +139%
Norges Bank
29
Norges Bank
Norway
$39M 443,777 -2,492 -0.6%
Charles Schwab
30
Charles Schwab
California
$38.6M 439,475 +6,294 +1%
Jennison Associates
31
Jennison Associates
New York
$37.1M 422,072 +12,153 +3%
SEI Investments
32
SEI Investments
Pennsylvania
$34.2M 390,187 +37,289 +11%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$29.5M 336,450 +397 +0.1%
NA
34
NewEdge Advisors
Louisiana
$26.6M 302,927 +35,023 +13%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$26.1M 296,821 +9,269 +3%
Morgan Stanley
36
Morgan Stanley
New York
$26M 296,055 +99,188 +50%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$25.1M 286,101 +5,386 +2%
WFMPM
38
Woodley Farra Manion Portfolio Management
Indiana
$24.9M 283,080 -2,457 -0.9%
Robeco Institutional Asset Management
39
Robeco Institutional Asset Management
Netherlands
$23.6M 269,100 +43,451 +19%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$23M 261,761 +17,675 +7%
EVM
41
Eaton Vance Management
Massachusetts
$21.6M 245,973 +18,764 +8%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$21.3M 242,375 +10,127 +4%
EA
43
Emerald Advisers
Pennsylvania
$20.9M 237,470 -9,392 -4%
AA
44
Ancora Advisors
Ohio
$20.5M 234,039 -13,295 -5%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$19.7M 224,537 +61,192 +37%
UBS Group
46
UBS Group
Switzerland
$19.1M 217,124 -66,997 -24%
PPA
47
Parametric Portfolio Associates
Washington
$18.3M 208,968 +35,893 +21%
EMFAT
48
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.7M 202,111 -88,739 -31%
RA
49
Royce & Associates
New York
$17.6M 200,097 -9,279 -4%
FLPIM
50
F.L. Putnam Investment Management
Massachusetts
$15.8M 180,133 -3,352 -2%
1
2
3 4 5