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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.4M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$55.7M
4
Millennium Management
4
Millennium Management
New York
$40.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.7M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$5.47M
4
Goldman Sachs
4
Goldman Sachs
New York
$25M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$38.6M 512,096 +5,854 +1%
SEI Investments
27
SEI Investments
Pennsylvania
$36.1M 478,897 -4,983 -1%
Norges Bank
28
Norges Bank
Norway
$35.5M 471,015 +5,954 +1%
ACM
29
Atlanta Capital Management
Georgia
$35M 464,024 -19,568 -4%
Charles Schwab
30
Charles Schwab
California
$34.1M 451,887 +14,332 +3%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$33.2M 440,776 -1,006 -0.2%
Jennison Associates
32
Jennison Associates
New York
$32.4M 429,641 -1,678 -0.4%
Morgan Stanley
33
Morgan Stanley
New York
$30.8M 409,086 -21,307 -5%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$29.4M 389,416 +109,268 +39%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$26M 344,594 +11,324 +3%
Goldman Sachs
36
Goldman Sachs
New York
$25M 331,411 -145,766 -31%
WFMPM
37
Woodley Farra Manion Portfolio Management
Indiana
$21.6M 286,500 +2,823 +1%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$21.3M 283,188 +4,875 +2%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$20.3M 268,645 -98,958 -27%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$18.6M 247,264 -1 -0%
EVM
41
Eaton Vance Management
Massachusetts
$18.2M 241,743 – –
AA
42
Ancora Advisors
Ohio
$18M 239,225 +1,524 +0.6%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$16.1M 213,891 +3,222 +2%
UBS Group
44
UBS Group
Switzerland
$13.9M 184,874 -12,482 -6%
EA
45
Emerald Advisers
Pennsylvania
$13.8M 183,700 -2,498 -1%
FLPIM
46
F.L. Putnam Investment Management
Massachusetts
$13.6M 179,887 -3,556 -2%
RA
47
Royce & Associates
New York
$13.1M 174,314 -56,946 -25%
EAM
48
Eagle Asset Management
Florida
$12.2M 161,986 -1,043 -0.6%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$12.1M 160,879 -56,650 -26%
Polen Capital Management
50
Polen Capital Management
Florida
$12.1M 160,096 +14,041 +10%
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