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Houlihan Lokey
HLI

Overview Fund Activity

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$173M
2
Millennium Management
2
Millennium Management
New York
$22M
3
Fidelity International
3
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$53.4M +$6.03M +56,247 +13%
Northern Trust
27
Northern Trust
Illinois
$52.9M +$1.07M +10,033 +2%
Franklin Resources
28
Franklin Resources
California
$52M -$55.9K -522 -0.1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$50.4M +$21.9M +204,583 +77%
Wells Fargo
30
Wells Fargo
California
$49.6M -$13.7M -128,064 -22%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$46.1M +$1.61M +14,893 +4%
Charles Schwab
32
Charles Schwab
California
$44.5M +$4.13M +38,587 +10%
Goldman Sachs
33
Goldman Sachs
New York
$40.1M -$1.97M -18,380 -5%
Macquarie Group
34
Macquarie Group
Australia
$40M +$218K +2,034 +0.5%
Brown Advisory
35
Brown Advisory
Maryland
$39.3M -$26K -243 -0.1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$35.4M +$107K +996 +0.3%
Jennison Associates
37
Jennison Associates
New York
$35.3M -$4.82M -44,998 -12%
WFMPM
38
Woodley Farra Manion Portfolio Management
Indiana
$31.8M +$288K +2,692 +0.9%
HighTower Advisors
39
HighTower Advisors
Illinois
$30.5M +$27.8M +260,060 +1,045%
AA
40
Ancora Advisors
Ohio
$30.3M +$21.5K +201 +0.1%
RA
41
Royce & Associates
New York
$28.5M +$3.19M +29,737 +13%
ACM
42
Argent Capital Management
Missouri
$24.6M +$3.27M +30,521 +15%
Millennium Management
43
Millennium Management
New York
$22M -$74.7M -697,163 -77%
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.9M +$3.35M +31,262 +19%
UBS Group
45
UBS Group
Switzerland
$18.7M +$77.9K +727 +0.4%
FLPIM
46
F.L. Putnam Investment Management
Massachusetts
$18.2M -$183K -1,705 -1%
EA
47
Emerald Advisers
Pennsylvania
$17.9M -$1.62M -15,134 -8%
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$17.2M +$17.2M +160,638 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$17.1M +$4.03M +37,597 +31%
EAM
50
Eventide Asset Management
Massachusetts
$16M +$16M +149,632 New
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