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Houlihan Lokey
HLI

Overview Fund Activity

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K

Top Buyers

1
BlackRock
1
BlackRock
New York
$392M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$248M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$90.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.16M
2
Millennium Management
2
Millennium Management
New York
$220K
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
AI
4
Ariel Investments
Illinois
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
51
Montanaro Asset Management
United Kingdom
$11.4M 131,000 +1,000 +0.8%
GIA
52
GHP Investment Advisors
Colorado
$11.2M 128,448 +3,889 +3%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$10.6M 121,291 +1,426 +1%
SBH
54
Segall Bryant & Hamill
Illinois
$10.6M 121,066 +38,915 +47%
Swiss National Bank
55
Swiss National Bank
Switzerland
$10.4M 119,836 +2,500 +2%
WCF
56
West Coast Financial
California
$9.98M 114,544 +973 +0.9%
PC
57
Pier Capital
Connecticut
$9.71M 111,417 -1,013 -0.9%
NEI
58
Northwest & Ethical Investments
Ontario, Canada
$8.93M 102,510 +19,146 +23%
Grantham, Mayo, Van Otterloo & Co (GMO)
59
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.92M 102,367 +18,060 +21%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$8.75M 100,394 +3,718 +4%
Invesco
61
Invesco
Georgia
$7.52M 86,278 +13,667 +19%
FPTW
62
Franklin, Parlapiano, Turner & Welch
Texas
$7.16M 82,137 -7,867 -9%
RCW
63
Rheos Capital Works
Japan
$7.1M 81,500 – –
VI
64
Vestcor Inc
New Brunswick, Canada
$7.03M 80,670 -30,167 -27%
CIC
65
Crawford Investment Counsel
Georgia
$6.29M 72,126 -1,898 -3%
RJA
66
Raymond James & Associates
Florida
$6.07M 69,635 -956 -1%
SGI
67
Summit Global Investments
Utah
$5.99M 68,739 +4,129 +6%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$5.51M 63,181 +864 +1%
Renaissance Technologies
69
Renaissance Technologies
New York
$5.19M 59,500 +9,500 +19%
SO
70
STRS Ohio
Ohio
$5.08M 58,300 +5,800 +11%
UBS AM
71
UBS AM
Illinois
$4.96M 56,882 +814 +1%
Stifel Financial
72
Stifel Financial
Missouri
$4.9M 56,195 -2,041 -4%
Fidelity International
73
Fidelity International
Bermuda
$4.7M 53,928 -15,199 -22%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$4.62M 53,032 +22,435 +73%
CS
75
Credit Suisse
Switzerland
$4.49M 51,527 +469 +0.9%
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