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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$46.8M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$289M
3
Morgan Stanley
3
Morgan Stanley
New York
$34M
4
Ameriprise
4
Ameriprise
Minnesota
$74.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.38M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$66K
2
NA
2
NewEdge Advisors
Louisiana
$3.19M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$374K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$29.7M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
26
Atlanta Capital Management
Georgia
$38.2M 483,592 -15,782 -3%
Goldman Sachs
27
Goldman Sachs
New York
$37.7M 477,177 -61,966 -11%
Norges Bank
28
Norges Bank
Norway
$36.7M 465,061 +21,284 +5%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$34.9M 441,782 -5,065 -1%
Charles Schwab
30
Charles Schwab
California
$34.5M 437,555 -1,920 -0.4%
Jennison Associates
31
Jennison Associates
New York
$34M 431,319 +9,247 +2%
Morgan Stanley
32
Morgan Stanley
New York
$34M 430,393 +134,338 +45%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$29.7M 367,603 -178,603 -33%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$27.7M 350,569 +53,748 +18%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$26.3M 333,270 -3,180 -0.9%
Federated Hermes
36
Federated Hermes
Pennsylvania
$24M 304,257 -141,589 -32%
WFMPM
37
Woodley Farra Manion Portfolio Management
Indiana
$22.4M 283,677 +597 +0.2%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$22.1M 280,148 -5,953 -2%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$22M 278,313 +16,552 +6%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$19.5M 247,265 +4,890 +2%
EVM
41
Eaton Vance Management
Massachusetts
$19.1M 241,743 -4,230 -2%
AA
42
Ancora Advisors
Ohio
$18.8M 237,701 +3,662 +2%
RA
43
Royce & Associates
New York
$18.3M 231,260 +31,163 +16%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$17.2M 217,529 +57,635 +36%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$16.6M 210,669 +57,153 +37%
UBS Group
46
UBS Group
Switzerland
$15.6M 197,356 -19,768 -9%
EA
47
Emerald Advisers
Pennsylvania
$14.7M 186,198 -51,272 -22%
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$14.5M 183,443 +3,310 +2%
Millennium Management
49
Millennium Management
New York
$13.7M 173,548 +61,566 +55%
EMFAT
50
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.1M 165,922 -36,189 -18%
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