HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

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.

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.41%
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
$3.93M
Net Calls
+$3.36M
Net Calls Change
+$3.69M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$44.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$28.9M
3
NA
3
NewEdge Advisors
Louisiana
$22.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$90.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$114M
2
BlackRock
2
BlackRock
New York
$382M
3
RA
3
Royce & Associates
New York
$32M
4
Ameriprise
4
Ameriprise
Minnesota
$108M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
51
F.L. Putnam Investment Management
Massachusetts
$16.9M +$514K +5,583 +3%
Nuveen Asset Management
52
Nuveen Asset Management
Illinois
$15.6M -$1.07M -11,678 -6%
PPA
53
Parametric Portfolio Associates
Washington
$15.4M -$334K -3,630 -2%
PC
54
Pier Capital
Connecticut
$14.8M -$306K -3,327 -2%
Polen Capital Management
55
Polen Capital Management
Florida
$13.4M +$987K +10,714 +8%
HCM
56
Hilton Capital Management
New York
$13.1M -$3.1M -33,664 -19%
VI
57
Vestcor Inc
New Brunswick, Canada
$13M +$5.28M +57,304 +68%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$11M -$15.4K -167 -0.1%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$10.9M -$4.96M -53,878 -31%
GIA
60
GHP Investment Advisors
Colorado
$10.6M +$455K +4,943 +4%
Swiss National Bank
61
Swiss National Bank
Switzerland
$10.5M – – –
WCF
62
West Coast Financial
California
$10.3M -$104K -1,132 -1%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$8.08M +$481K +5,218 +6%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$8.05M -$1.59M -17,253 -16%
GPGA
65
Grandeur Peak Global Advisors
Utah
$7.96M -$3.76M -40,872 -32%
RJA
66
Raymond James & Associates
Florida
$7.41M +$137K +1,492 +2%
CIC
67
Crawford Investment Counsel
Georgia
$7.38M -$919K -9,980 -11%
Stifel Financial
68
Stifel Financial
Missouri
$7.25M -$62.9K -683 -0.9%
Invesco
69
Invesco
Georgia
$7.02M +$2.16M +23,418 +44%
AIM
70
Artemis Investment Management
United Kingdom
$7M -$347K -3,764 -5%
Renaissance Technologies
71
Renaissance Technologies
New York
$6.68M -$13.1M -142,200 -66%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$6.61M +$1.44M +15,656 +28%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$6.42M -$177K -1,926 -3%
NIG
74
NFJ Investment Group
Texas
$6.39M -$1.52M -16,491 -19%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$6.37M -$1.62M -17,554 -20%
1 2
3
4 5