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Houlihan Lokey
HLI

Overview Fund Activity

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$254M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$16.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$19.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$531M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$11.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
4
Atlanta Capital Management
Georgia
$52M
5
BlackRock
5
BlackRock
New York
$403M
Name Market Value Shares Shares
Change 		Shares
Change %
VI
51
Vestcor Inc
New Brunswick, Canada
$18.7M 180,795 +39,782 +28%
PPA
52
Parametric Portfolio Associates
Washington
$17.9M 173,075 +6,183 +4%
EAM
53
Eagle Asset Management
Florida
$17.7M 170,928 -61,611 -26%
MAM
54
Montanaro Asset Management
United Kingdom
$17.1M 165,000 -20,300 -11%
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$16.9M 163,345 +135,129 +479%
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$16M 154,821 -15,912 -9%
AI
57
Ariel Investments
Illinois
$13M 125,341 -184,468 -60%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$12.4M 119,774 +1,050 +0.9%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$12.1M 116,697 -2,265 -2%
GIA
60
GHP Investment Advisors
Colorado
$12.1M 116,675 +1,485 +1%
CSS
61
Cubist Systematic Strategies
Connecticut
$11.8M 114,015 +114,015 New
Swiss National Bank
62
Swiss National Bank
Switzerland
$11.5M 111,536 -2,000 -2%
PC
63
Pier Capital
Connecticut
$11.5M 110,779 -49,432 -31%
WCF
64
West Coast Financial
California
$11.4M 110,173 -1,373 -1%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$10.6M 102,549 +15,114 +17%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$10.4M 100,836 +29,056 +40%
Renaissance Technologies
67
Renaissance Technologies
New York
$10.4M 100,700 +28,200 +39%
Principal Financial Group
68
Principal Financial Group
Iowa
$10M 96,654 +86,749 +876%
NEI
69
Northwest & Ethical Investments
Ontario, Canada
$9.52M 92,008 +92,008 New
Prudential Financial
70
Prudential Financial
New Jersey
$9.44M 89,453 +73,009 +444%
Voloridge Investment Management
71
Voloridge Investment Management
Florida
$9.16M 88,515 +19,324 +28%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$8.78M 84,827 -2,889 -3%
Invesco
73
Invesco
Georgia
$8.59M 82,968 +6,719 +9%
RCW
74
Rheos Capital Works
Japan
$8.44M 81,500 +81,500 New
Man Group
75
Man Group
United Kingdom
$7.87M 76,022 +15,581 +26%
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