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Houlihan Lokey
HLI

Overview Fund Activity

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$172M
2
Millennium Management
2
Millennium Management
New York
$88.7M
3
Capital International Investors
3
Capital International Investors
California
$49.7M
4
Brown Advisory
4
Brown Advisory
Maryland
$36.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$310M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$304M
3
Bank of America
3
Bank of America
North Carolina
$104M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$12M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$252M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
51
Eagle Asset Management
Florida
$13.7M 139,224 -24,580 -15%
MAM
52
Montanaro Asset Management
United Kingdom
$13.7M 139,000 +8,000 +6%
GIA
53
GHP Investment Advisors
Colorado
$13.6M 133,437 +3,544 +3%
Polen Capital Management
54
Polen Capital Management
Florida
$12.9M 130,892 -6,689 -5%
HF
55
HRT Financial
New York
$12.3M 125,148 +125,148 New
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$12.2M 124,176 +94,222 +315%
SBH
57
Segall Bryant & Hamill
Illinois
$12.1M 123,165 +569 +0.5%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$12M 122,429 -306,344 -71%
GLA
59
Great Lakes Advisors
Illinois
$11.6M 117,960 +808 +0.7%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$11.2M 114,384 -270 -0.2%
WCF
61
West Coast Financial
California
$11.1M 112,982 +148 +0.1%
Jane Street
62
Jane Street
New York
$11.1M 112,850 +47,252 +72%
Swiss National Bank
63
Swiss National Bank
Switzerland
$10.8M 110,136 +2,600 +2%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$10.7M 108,813 -68,827 -39%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$10.1M 102,736 -6,693 -6%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$9.98M 101,485 -1,336 -1%
Public Employees Retirement Association of Colorado
67
Public Employees Retirement Association of Colorado
Colorado
$9.72M 98,871 +21,853 +28%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$9.72M 98,825 -6,933 -7%
PC
69
Pier Capital
Connecticut
$9.6M 97,687 +2,315 +2%
Nuveen Asset Management
70
Nuveen Asset Management
Illinois
$9.11M 92,656 -47,267 -34%
GPGA
71
Grandeur Peak Global Advisors
Utah
$8.6M 87,430 +41,015 +88%
NEI
72
Northwest & Ethical Investments
Ontario, Canada
$8.37M 85,105 – –
RJA
73
Raymond James & Associates
Florida
$8.17M 83,072 +6,963 +9%
Legal & General Group
74
Legal & General Group
United Kingdom
$8.07M 82,127 +31,574 +62%
FPTW
75
Franklin, Parlapiano, Turner & Welch
Texas
$8.03M 81,680 +1,032 +1%
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