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Houlihan Lokey
HLI

Overview Fund Activity

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K

Top Buyers

1
BlackRock
1
BlackRock
New York
$392M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$248M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$90.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.16M
2
Millennium Management
2
Millennium Management
New York
$220K
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
AI
4
Ariel Investments
Illinois
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$43.7M 501,764 +30,749 +7%
SEI Investments
27
SEI Investments
Pennsylvania
$43.5M 499,194 +20,297 +4%
Charles Schwab
28
Charles Schwab
California
$40.7M 466,465 +14,578 +3%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$38.2M 438,267 -2,509 -0.6%
Jennison Associates
30
Jennison Associates
New York
$35.9M 412,387 -17,254 -4%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$33.8M 387,777 +104,589 +37%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$32.2M 369,119 +24,525 +7%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$26.7M 306,106 +37,461 +14%
Goldman Sachs
34
Goldman Sachs
New York
$26.4M 303,240 -28,171 -9%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$26.3M 302,179 +302,179 New
WFMPM
36
Woodley Farra Manion Portfolio Management
Indiana
$24.8M 284,452 -2,048 -0.7%
AA
37
Ancora Advisors
Ohio
$21.8M 249,763 +10,538 +4%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$21.6M 248,167 +903 +0.4%
RA
39
Royce & Associates
New York
$18.7M 214,739 +40,425 +23%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$17.8M 204,306 -9,585 -4%
ACM
41
Argent Capital Management
Missouri
$17.7M 203,317 +161,453 +386%
UBS Group
42
UBS Group
Switzerland
$17.4M 199,787 +14,913 +8%
Macquarie Group
43
Macquarie Group
Australia
$16.8M 193,217 +192,479 +26,081%
EA
44
Emerald Advisers
Pennsylvania
$16.1M 184,286 +586 +0.3%
FLPIM
45
F.L. Putnam Investment Management
Massachusetts
$15.6M 179,160 -727 -0.4%
EAM
46
Eagle Asset Management
Florida
$14M 158,936 -3,050 -2%
EMFAT
47
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.6M 155,802 – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$13.4M 153,575 +24,010 +19%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$12.9M 148,164 -12,715 -8%
Polen Capital Management
50
Polen Capital Management
Florida
$12.3M 141,263 -18,833 -12%
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