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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$46.8M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$289M
3
Morgan Stanley
3
Morgan Stanley
New York
$34M
4
Ameriprise
4
Ameriprise
Minnesota
$74.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.38M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$66K
2
NA
2
NewEdge Advisors
Louisiana
$3.19M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$374K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$29.7M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
51
Eagle Asset Management
Florida
$12.9M 163,029 -735 -0.4%
Polen Capital Management
52
Polen Capital Management
Florida
$11.5M 146,055 -28,562 -16%
AI
53
Ariel Investments
Illinois
$11.2M 142,312 +16,195 +13%
VI
54
Vestcor Inc
New Brunswick, Canada
$10.8M 137,155 -1,571 -1%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$9.69M 122,776 +4,983 +4%
GIA
56
GHP Investment Advisors
Colorado
$9.61M 121,780 +3,361 +3%
Swiss National Bank
57
Swiss National Bank
Switzerland
$9.42M 119,336 -1,200 -1%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$9.15M 115,874 +871 +0.8%
WCF
59
West Coast Financial
California
$8.89M 112,681 +1,026 +0.9%
MAM
60
Montanaro Asset Management
United Kingdom
$8.88M 112,500 – –
PC
61
Pier Capital
Connecticut
$8.68M 110,014 +390 +0.4%
Citadel Advisors
62
Citadel Advisors
Florida
$8.38M 106,209 +97,517 +1,122%
American Century Companies
63
American Century Companies
Missouri
$7.58M 96,072 +77,907 +429%
FPTW
64
Franklin, Parlapiano, Turner & Welch
Texas
$6.72M 85,094 +4,763 +6%
NEI
65
Northwest & Ethical Investments
Ontario, Canada
$6.58M 83,364 – –
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$6.57M 83,175 +4,116 +5%
RCW
67
Rheos Capital Works
Japan
$6.43M 81,500 – –
SBH
68
Segall Bryant & Hamill
Illinois
$6.36M 80,526 +23,824 +42%
GC
69
Gillson Capital
Illinois
$5.56M 70,467 +37,734 +115%
Man Group
70
Man Group
United Kingdom
– – -83,214 Closed
UBS AM
71
UBS AM
Illinois
$5.45M 68,994 +400 +0.6%
CIC
72
Crawford Investment Counsel
Georgia
$5.38M 68,096 -1,810 -3%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$5.14M 65,064 -286 -0.4%
SGI
74
Summit Global Investments
Utah
$4.85M 61,379 +20,655 +51%
Stifel Financial
75
Stifel Financial
Missouri
$4.82M 61,004 -2,295 -4%
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