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Houlihan Lokey
HLI

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.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

170% more call options, than puts

Call options by funds: $7.12M | Put options by funds: $2.63M

31% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 99

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.92B → $5.39B (+$476M)

2% more funds holding

Funds holding: 330 → 336 (+6)

0.64% less ownership

Funds ownership: 98.39% → 97.75% (-0.64%)

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.33%
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
$2.63M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$101M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$26.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$16.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$98.5M
2
Millennium Management
Millennium Management
New York
-$71.9M
3
Fidelity International
Fidelity International
Bermuda
-$28.8M
4
Morgan Stanley
Morgan Stanley
New York
-$15.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$53.4M +$5.8M +56,247 +13%
Northern Trust
27
Northern Trust
Illinois
$52.9M +$1.03M +10,033 +2%
Franklin Resources
28
Franklin Resources
California
$52M -$53.8K -522 -0.1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$50.4M +$21.1M +204,583 +77%
Wells Fargo
30
Wells Fargo
California
$49.6M -$13.2M -128,064 -22%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$46.1M +$1.54M +14,893 +4%
Charles Schwab
32
Charles Schwab
California
$44.5M +$3.98M +38,587 +10%
Goldman Sachs
33
Goldman Sachs
New York
$40.1M -$1.9M -18,380 -5%
Macquarie Group
34
Macquarie Group
Australia
$40M +$210K +2,034 +0.5%
Brown Advisory
35
Brown Advisory
Maryland
$39.3M -$25.1K -243 -0.1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$35.4M +$103K +996 +0.3%
Jennison Associates
37
Jennison Associates
New York
$35.3M -$4.64M -44,998 -12%
WFMPM
38
Woodley Farra Manion Portfolio Management
Indiana
$31.8M +$278K +2,692 +0.9%
HighTower Advisors
39
HighTower Advisors
Illinois
$30.5M +$26.8M +260,060 +1,045%
AA
40
Ancora Advisors
Ohio
$30.3M +$20.7K +201 +0.1%
RA
41
Royce & Associates
New York
$28.5M +$3.07M +29,737 +13%
ACM
42
Argent Capital Management
Missouri
$24.6M +$3.15M +30,521 +15%
Millennium Management
43
Millennium Management
New York
$22M -$71.9M -697,163 -77%
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.9M +$3.22M +31,262 +19%
UBS Group
45
UBS Group
Switzerland
$18.7M +$75K +727 +0.4%
FLPIM
46
F.L. Putnam Investment Management
Massachusetts
$18.2M -$176K -1,705 -1%
EA
47
Emerald Advisers
Pennsylvania
$17.9M -$1.56M -15,134 -8%
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$17.2M +$16.6M +160,638 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$17.1M +$3.88M +37,597 +31%
EAM
50
Eventide Asset Management
Massachusetts
$16M +$15.4M +149,632 New
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HLI Hedge Fund Activity: Q3 2023 in Review

336 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2023, worth a combined $5.39B — up 9.7% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HLI positions and 40 closed out — a net gain of 12 holders — while 130 added to existing stakes and 99 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $101M. The largest seller was AllianceBernstein, cutting an estimated $98.5M.

  • 336 institutional investors held Houlihan Lokey (HLI) as of Q3 2023, up from 330 in Q2 2023.
  • Funds reported $5.39B of Houlihan Lokey stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 52 funds opened new Houlihan Lokey positions in Q3 2023 and 40 closed out, a net change of +12 holders.
  • The largest Houlihan Lokey buyer in Q3 2023 was Wellington Management Group, an estimated $101M added.
  • The largest Houlihan Lokey seller in Q3 2023 was AllianceBernstein, an estimated $98.5M sold.

Based on aggregated 13F filings for Q3 2023.