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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.4M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$55.7M
4
Millennium Management
4
Millennium Management
New York
$40.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.7M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$5.47M
4
Goldman Sachs
4
Goldman Sachs
New York
$25M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EMFAT
51
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.7M 155,802 -10,120 -6%
AI
52
Ariel Investments
Illinois
$10.9M 144,158 +1,846 +1%
MAM
53
Montanaro Asset Management
United Kingdom
$9.8M 130,000 +17,500 +16%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$9.77M 129,565 +6,789 +6%
GIA
55
GHP Investment Advisors
Colorado
$9.39M 124,559 +2,779 +2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$9.04M 119,865 +3,991 +3%
Swiss National Bank
57
Swiss National Bank
Switzerland
$8.85M 117,336 -2,000 -2%
WCF
58
West Coast Financial
California
$8.56M 113,571 +890 +0.8%
PC
59
Pier Capital
Connecticut
$8.48M 112,430 +2,416 +2%
VI
60
Vestcor Inc
New Brunswick, Canada
$8.36M 110,837 -26,318 -19%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$7.29M 96,676 +13,501 +16%
FPTW
62
Franklin, Parlapiano, Turner & Welch
Texas
$6.79M 90,004 +4,910 +6%
American Century Companies
63
American Century Companies
Missouri
$6.6M 87,538 -8,534 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.36M 84,307 +84,307 New
NEI
65
Northwest & Ethical Investments
Ontario, Canada
$6.28M 83,364 – –
SBH
66
Segall Bryant & Hamill
Illinois
$6.19M 82,151 +1,625 +2%
RCW
67
Rheos Capital Works
Japan
$6.14M 81,500 – –
CIC
68
Crawford Investment Counsel
Georgia
$5.58M 74,024 +5,928 +9%
Invesco
69
Invesco
Georgia
$5.47M 72,611 +18,473 +34%
Federated Hermes
70
Federated Hermes
Pennsylvania
$5.47M 72,517 -231,740 -76%
RJA
71
Raymond James & Associates
Florida
$5.32M 70,591 +17,211 +32%
Fidelity International
72
Fidelity International
Bermuda
$5.21M 69,127 +21,738 +46%
SGI
73
Summit Global Investments
Utah
$4.87M 64,610 +3,231 +5%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$4.7M 62,317 -2,747 -4%
Point72 Asset Management
75
Point72 Asset Management
Connecticut
$4.57M 60,669 +60,669 New
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