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Houlihan Lokey
HLI

Overview Fund Activity

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$289M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$129M
4
Millennium Management
4
Millennium Management
New York
$11.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$42M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$123M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$358M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$62.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$14.1M +$7.4M +90,482 +110%
PPA
52
Parametric Portfolio Associates
Washington
$13.9M +$508K +6,210 +4%
PC
53
Pier Capital
Connecticut
$13.4M -$1.82M -22,302 -12%
Morgan Stanley
54
Morgan Stanley
New York
$13.4M -$396K -4,842 -3%
Millennium Management
55
Millennium Management
New York
$11.8M +$11.8M +144,674 New
Polen Capital Management
56
Polen Capital Management
Florida
$11M +$687K +8,401 +7%
GPGA
57
Grandeur Peak Global Advisors
Utah
$10.4M +$573K +7,000 +6%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$9.74M -$772K -9,437 -7%
Swiss National Bank
59
Swiss National Bank
Switzerland
$9.29M -$311K -3,800 -3%
WCF
60
West Coast Financial
California
$9.22M -$121K -1,478 -1%
GIA
61
GHP Investment Advisors
Colorado
$9.02M +$1M +12,271 +13%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$8.56M +$1.14M +13,968 +15%
Citadel Advisors
63
Citadel Advisors
Florida
$8.03M +$8.03M +98,219 New
CIC
64
Crawford Investment Counsel
Georgia
$7.37M +$674K +8,240 +10%
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$7.1M +$6.11M +74,735 +622%
NIG
66
NFJ Investment Group
Texas
$7.03M -$777K -9,493 -10%
VI
67
Vestcor Inc
New Brunswick, Canada
$6.85M +$804K +9,834 +13%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$6.75M +$288K +3,518 +4%
AIM
69
Artemis Investment Management
United Kingdom
$6.53M +$6.53M +79,765 New
Stifel Financial
70
Stifel Financial
Missouri
$6.49M +$330K +4,035 +5%
RJA
71
Raymond James & Associates
Florida
$6.46M -$410K -5,015 -6%
WC
72
Weil Company
California
$6.13M +$253K +3,099 +4%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.06M +$15.6K +191 +0.3%
SO
74
STRS Ohio
Ohio
$5.91M -$139K -1,700 -2%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$5.86M -$528K -6,456 -8%
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