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Houlihan Lokey
HLI

Overview Fund Activity

328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.

Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$27.6M
2
VCM
2
Vigilant Capital Management
Maine
$22.5M
3
Ameriprise
3
Ameriprise
Minnesota
$83.6M
4
Macquarie Group
4
Macquarie Group
Australia
$32.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$103M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$6.49M
2
BlackRock
2
BlackRock
New York
$352M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$10M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$86.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$42.6M 486,772 -23,490 -5%
Charles Schwab
27
Charles Schwab
California
$42.1M 481,234 +14,769 +3%
Jennison Associates
28
Jennison Associates
New York
$41.2M 471,159 +58,772 +14%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$41.1M 470,013 +82,236 +21%
Goldman Sachs
30
Goldman Sachs
New York
$37.9M 433,527 +130,287 +43%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$37.5M 428,773 -9,494 -2%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$37.2M 425,248 +123,069 +41%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$36.5M 421,231 -88,849 -17%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$32.7M 373,725 +4,606 +1%
Macquarie Group
35
Macquarie Group
Australia
$32.1M 366,880 +173,663 +90%
Fidelity International
36
Fidelity International
Bermuda
$27.6M 315,147 +261,219 +484%
WFMPM
37
Woodley Farra Manion Portfolio Management
Indiana
$25.4M 290,211 +5,759 +2%
AA
38
Ancora Advisors
Ohio
$24.8M 283,980 +34,217 +14%
VCM
39
Vigilant Capital Management
Maine
$22.5M 257,095 +256,784 +82,567%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$22.2M 253,645 +5,478 +2%
RA
41
Royce & Associates
New York
$21.5M 245,439 +30,700 +14%
ACM
42
Argent Capital Management
Missouri
$18.2M 207,611 +4,294 +2%
UBS Group
43
UBS Group
Switzerland
$17.5M 200,029 +242 +0.1%
EA
44
Emerald Advisers
Pennsylvania
$15.9M 182,033 -2,253 -1%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$15.5M 177,640 +24,065 +16%
FLPIM
46
F.L. Putnam Investment Management
Massachusetts
$15M 171,665 -7,495 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.4M 164,230 +61,863 +60%
EAM
48
Eagle Asset Management
Florida
$14.3M 163,804 +4,868 +3%
EMFAT
49
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.5M 153,734 -2,068 -1%
Nuveen Asset Management
50
Nuveen Asset Management
Illinois
$12.2M 139,923 -64,383 -32%
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