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Houlihan Lokey
HLI

Overview Fund Activity

343 hedge funds and large institutions have $4.42B invested in Houlihan Lokey in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 120 reducing their positions, and 46 closing their positions.

Holders
343
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
136
Reduced
120
Closed
46
Calls
$2.92M
Puts
$1.44M
Net Calls
+$1.48M
Net Calls Change
-$4.65M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$49.6M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$39.1M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$13.3M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$10.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$47.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$65.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$763K
3
BlackRock
3
BlackRock
New York
$325M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$87M
5
Ameriprise
5
Ameriprise
Minnesota
$72.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Polen Capital Management
51
Polen Capital Management
Florida
$15.3M 174,617 -7,524 -4%
EAM
52
Eagle Asset Management
Florida
$14.4M 163,764 -7,164 -4%
Nuveen Asset Management
53
Nuveen Asset Management
Illinois
$14.2M 153,516 -1,305 -0.8%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$14.1M 159,894 +57,345 +56%
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$13.3M 151,761 +151,761 New
VI
56
Vestcor Inc
New Brunswick, Canada
$12.2M 138,726 -42,069 -23%
Renaissance Technologies
57
Renaissance Technologies
New York
$11.9M 135,100 +34,400 +34%
Deutsche Bank
58
Deutsche Bank
Germany
$11.5M 131,481 +63,635 +94%
AI
59
Ariel Investments
Illinois
$11.1M 126,117 +776 +0.6%
Swiss National Bank
60
Swiss National Bank
Switzerland
$10.6M 120,536 +9,000 +8%
LOAME
61
Lombard Odier Asset Management (Europe)
United Kingdom
$10.4M 118,500 +118,500 New
GIA
62
GHP Investment Advisors
Colorado
$10.4M 118,419 +1,744 +1%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$10.3M 117,793 +16,957 +17%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$10.1M 115,003 -1,694 -1%
MAM
65
Montanaro Asset Management
United Kingdom
$9.88M 112,500 -52,500 -32%
Millennium Management
66
Millennium Management
New York
$9.83M 111,982 +107,339 +2,312%
WCF
67
West Coast Financial
California
$9.8M 111,655 +1,482 +1%
PC
68
Pier Capital
Connecticut
$9.63M 109,624 -1,155 -1%
SMG
69
Spectrum Management Group
Indiana
$8.78M 100,005 +35,846 +56%
NEI
70
Northwest & Ethical Investments
Ontario, Canada
$7.32M 83,364 -8,644 -9%
Man Group
71
Man Group
United Kingdom
$7.31M 83,214 +7,192 +9%
RCW
72
Rheos Capital Works
Japan
$7.16M 81,500 – –
FPTW
73
Franklin, Parlapiano, Turner & Welch
Texas
$7.05M 80,331 +80,331 New
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$6.94M 79,059 -5,768 -7%
CSS
75
Cubist Systematic Strategies
Connecticut
$6.76M 77,013 -37,002 -32%
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