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Houlihan Lokey
HLI

Overview Fund Activity

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$173M
2
Millennium Management
2
Millennium Management
New York
$22M
3
Fidelity International
3
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
51
Montanaro Asset Management
United Kingdom
$15.1M +$214K +2,000 +1%
EMFAT
52
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.7M -$1.81M -16,934 -11%
GIA
53
GHP Investment Advisors
Colorado
$14.4M +$21K +195 +0.1%
Nuveen Asset Management
54
Nuveen Asset Management
Illinois
$14M +$4.04M +37,718 +41%
Polen Capital Management
55
Polen Capital Management
Florida
$13.8M -$206K -1,925 -1%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$13.8M +$1.53M +14,274 +12%
Fidelity International
57
Fidelity International
Bermuda
$13.1M -$29.9M -278,837 -69%
SBH
58
Segall Bryant & Hamill
Illinois
$13.1M -$74.4K -695 -0.6%
Public Employees Retirement Association of Colorado
59
Public Employees Retirement Association of Colorado
Colorado
$13M +$2.4M +22,362 +23%
RJA
60
Raymond James & Associates
Florida
$12.9M +$3.97M +37,027 +45%
Invesco
61
Invesco
Georgia
$12.8M +$5.48M +51,115 +75%
GLA
62
Great Lakes Advisors
Illinois
$12.5M -$130K -1,215 -1%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$12.5M -$6.29M -58,764 -34%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$12.4M +$754K +7,043 +6%
Swiss National Bank
65
Swiss National Bank
Switzerland
$12M +$171K +1,600 +1%
WCF
66
West Coast Financial
California
$11.9M -$214K -1,997 -2%
EAM
67
Eagle Asset Management
Florida
$11.4M -$3.55M -33,183 -24%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$10.6M -$35.8K -334 -0.3%
PC
69
Pier Capital
Connecticut
$10.3M -$137K -1,275 -1%
Man Group
70
Man Group
United Kingdom
$10.2M -$5.54M -56,329 Closed
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$10.1M -$759K -7,084 -7%
UBS AM
72
UBS AM
Illinois
$9.94M +$3.79M +35,345 +62%
IP
73
Interval Partners
New York
$9.56M +$9.56M +89,254 New
GPGA
74
Grandeur Peak Global Advisors
Utah
$9.35M -$12.2K -114 -0.1%
First Trust Advisors
75
First Trust Advisors
Illinois
$9.21M +$3.91M +36,471 +74%
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