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Houlihan Lokey
HLI

308 hedge funds and large institutions have $4.76B invested in Houlihan Lokey in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $7.29M | Put options by funds: $3.92M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

17% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 103

11% more capital invested

Capital invested by funds: $4.29B → $4.76B (+$471M)

2% more funds holding

Funds holding: 302 → 308 (+6)

0.06% less ownership

Funds ownership: 102.43% → 102.37% (-0.06%)

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
38
Increased
120
Reduced
103
Closed
29
Calls
$7.29M
Puts
$3.92M
Net Calls
+$3.36M
Net Calls Change
+$3.69M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$33.3M
2
SEI Investments
SEI Investments
Pennsylvania
+$27M
3
NA
NewEdge Advisors
Louisiana
+$21.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$17.7M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$10.4M

Top Sellers

1
VBA
Van Berkom & Associates
Quebec, Canada
-$23.6M
2
BlackRock
BlackRock
New York
-$20.6M
3
RA
Royce & Associates
New York
-$15.4M
4
Ameriprise
Ameriprise
Minnesota
-$15.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
51
F.L. Putnam Investment Management
Massachusetts
$16.9M +$489K +5,583 +3%
N
52
Nuveen
North Carolina
$15.6M -$1.02M -11,678 -6%
PPA
53
Parametric Portfolio Associates
Washington
$15.4M -$318K -3,630 -2%
PC
54
Pier Capital
Connecticut
$14.8M -$292K -3,327 -2%
Polen Capital Management
55
Polen Capital Management
Florida
$13.4M +$939K +10,714 +8%
HCM
56
Hilton Capital Management
New York
$13.1M -$2.95M -33,664 -19%
VI
57
Vestcor Inc
New Brunswick, Canada
$13M +$5.02M +57,304 +68%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$11M -$14.6K -167 -0.1%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$10.9M -$4.72M -53,878 -31%
GIA
60
GHP Investment Advisors
Colorado
$10.6M +$433K +4,943 +4%
Swiss National Bank
61
Swiss National Bank
Switzerland
$10.5M – – –
WCF
62
West Coast Financial
California
$10.3M -$99.2K -1,132 -1%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$8.08M +$457K +5,218 +6%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$8.05M -$1.51M -17,253 -16%
GPGA
65
Grandeur Peak Global Advisors
Utah
$7.96M -$3.58M -40,872 -32%
RJA
66
Raymond James & Associates
Florida
$7.41M +$131K +1,492 +2%
CIC
67
Crawford Investment Counsel
Georgia
$7.38M -$875K -9,980 -11%
Stifel Financial
68
Stifel Financial
Missouri
$7.25M -$59.9K -683 -0.9%
Invesco
69
Invesco
Georgia
$7.02M +$2.05M +23,418 +44%
AIM
70
Artemis Investment Management
United Kingdom
$7M -$330K -3,764 -5%
Renaissance Technologies
71
Renaissance Technologies
New York
$6.68M -$12.5M -142,200 -66%
JP Morgan Chase
72
JP Morgan Chase
New York
$6.61M +$1.37M +15,656 +28%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$6.42M -$169K -1,926 -3%
NIG
74
NFJ Investment Group
Texas
$6.39M -$1.45M -16,491 -19%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$6.37M -$1.54M -17,554 -20%
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HLI Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2021, worth a combined $4.76B — up 11% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HLI positions and 29 closed out — a net gain of 9 holders — while 120 added to existing stakes and 103 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $33.3M. The largest seller was Van Berkom & Associates, cutting an estimated $23.6M.

  • 308 institutional investors held Houlihan Lokey (HLI) as of Q3 2021, up from 302 in Q2 2021.
  • Funds reported $4.76B of Houlihan Lokey stock for Q3 2021, up 11% quarter-over-quarter.
  • 38 funds opened new Houlihan Lokey positions in Q3 2021 and 29 closed out, a net change of +9 holders.
  • The largest Houlihan Lokey buyer in Q3 2021 was Citadel Advisors, an estimated $33.3M added.
  • The largest Houlihan Lokey seller in Q3 2021 was Van Berkom & Associates, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2021.