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Houlihan Lokey
HLI

Overview Fund Activity

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$172M
2
Millennium Management
2
Millennium Management
New York
$88.7M
3
Capital International Investors
3
Capital International Investors
California
$49.7M
4
Brown Advisory
4
Brown Advisory
Maryland
$36.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$310M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$304M
3
Bank of America
3
Bank of America
North Carolina
$104M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$12M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$252M
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
26
Natixis Advisors
Massachusetts
$49.8M 506,872 +36,859 +8%
Capital International Investors
27
Capital International Investors
California
$49.7M 505,332 +505,332 New
Franklin Resources
28
Franklin Resources
California
$47.8M 486,093 -679 -0.1%
Northern Trust
29
Northern Trust
Illinois
$47.5M 483,575 -253,655 -34%
SEI Investments
30
SEI Investments
Pennsylvania
$43.5M 442,134 -96,191 -18%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$40.5M 412,432 -8,799 -2%
Fidelity International
32
Fidelity International
Bermuda
$39.5M 401,315 +86,168 +27%
Goldman Sachs
33
Goldman Sachs
New York
$38.6M 392,392 -41,135 -9%
Charles Schwab
34
Charles Schwab
California
$37M 376,580 -104,654 -22%
Jennison Associates
35
Jennison Associates
New York
$36.8M 374,227 -96,932 -21%
Macquarie Group
36
Macquarie Group
Australia
$36.5M 371,138 +4,258 +1%
Brown Advisory
37
Brown Advisory
Maryland
$36.1M 367,505 +367,505 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$32.4M 329,223 -44,502 -12%
WFMPM
39
Woodley Farra Manion Portfolio Management
Indiana
$29M 294,619 +4,408 +2%
AA
40
Ancora Advisors
Ohio
$27.8M 282,679 -1,301 -0.5%
VCM
41
Vigilant Capital Management
Maine
$26.2M 266,093 +8,998 +3%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$26.1M 265,594 +11,949 +5%
RA
43
Royce & Associates
New York
$23.2M 236,439 -9,000 -4%
ACM
44
Argent Capital Management
Missouri
$19.6M 199,043 -8,568 -4%
EA
45
Emerald Advisers
Pennsylvania
$17.9M 182,103 +70 +0%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$17.2M 175,292 +135,994 +346%
UBS Group
47
UBS Group
Switzerland
$17.1M 173,899 -26,130 -13%
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$16.8M 171,296 -369 -0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.1M 164,230 – –
EMFAT
50
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.1M 153,734 – –
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