We are live on ! Find out more
HLI icon

Houlihan Lokey
HLI

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.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

170% more call options, than puts

Call options by funds: $7.12M | Put options by funds: $2.63M

31% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 99

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.92B → $5.39B (+$476M)

2% more funds holding

Funds holding: 330 → 336 (+6)

0.64% less ownership

Funds ownership: 98.39% → 97.75% (-0.64%)

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.33%
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
$2.63M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$101M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$26.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$16.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$98.5M
2
Millennium Management
Millennium Management
New York
-$71.9M
3
Fidelity International
Fidelity International
Bermuda
-$28.8M
4
Morgan Stanley
Morgan Stanley
New York
-$15.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
51
Montanaro Asset Management
United Kingdom
$15.1M +$206K +2,000 +1%
EMFAT
52
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.7M -$1.75M -16,934 -11%
GIA
53
GHP Investment Advisors
Colorado
$14.4M +$20.1K +195 +0.1%
N
54
Nuveen
North Carolina
$14M +$3.89M +37,718 +41%
Polen Capital Management
55
Polen Capital Management
Florida
$13.8M -$198K -1,925 -1%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$13.8M +$1.47M +14,274 +12%
Fidelity International
57
Fidelity International
Bermuda
$13.1M -$28.8M -278,837 -69%
SBH
58
Segall Bryant & Hamill
Illinois
$13.1M -$71.7K -695 -0.6%
Public Employees Retirement Association of Colorado
59
Public Employees Retirement Association of Colorado
Colorado
$13M +$2.31M +22,362 +23%
RJA
60
Raymond James & Associates
Florida
$12.9M +$3.82M +37,027 +45%
Invesco
61
Invesco
Georgia
$12.8M +$5.27M +51,115 +75%
GLA
62
Great Lakes Advisors
Illinois
$12.5M -$125K -1,215 -1%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$12.5M -$6.06M -58,764 -34%
JP Morgan Chase
64
JP Morgan Chase
New York
$12.4M +$726K +7,043 +6%
Swiss National Bank
65
Swiss National Bank
Switzerland
$12M +$165K +1,600 +1%
WCF
66
West Coast Financial
California
$11.9M -$206K -1,997 -2%
EAM
67
Eagle Asset Management
Florida
$11.4M -$3.42M -33,183 -24%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$10.6M -$34.4K -334 -0.3%
PC
69
Pier Capital
Connecticut
$10.3M -$131K -1,275 -1%
Man Group
70
Man Group
United Kingdom
$10.2M -$5.81M -56,329 Closed
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$10.1M -$730K -7,084 -7%
UBS AM
72
UBS AM
Illinois
$9.94M +$3.64M +35,345 +62%
IP
73
Interval Partners
New York
$9.56M +$9.2M +89,254 New
GPGA
74
Grandeur Peak Global Advisors
Utah
$9.35M -$11.8K -114 -0.1%
First Trust Advisors
75
First Trust Advisors
Illinois
$9.21M +$3.76M +36,471 +74%
1 2
3
4 5

HLI Hedge Fund Activity: Q3 2023 in Review

336 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2023, worth a combined $5.39B — up 9.7% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HLI positions and 40 closed out — a net gain of 12 holders — while 130 added to existing stakes and 99 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $101M. The largest seller was AllianceBernstein, cutting an estimated $98.5M.

  • 336 institutional investors held Houlihan Lokey (HLI) as of Q3 2023, up from 330 in Q2 2023.
  • Funds reported $5.39B of Houlihan Lokey stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 52 funds opened new Houlihan Lokey positions in Q3 2023 and 40 closed out, a net change of +12 holders.
  • The largest Houlihan Lokey buyer in Q3 2023 was Wellington Management Group, an estimated $101M added.
  • The largest Houlihan Lokey seller in Q3 2023 was AllianceBernstein, an estimated $98.5M sold.

Based on aggregated 13F filings for Q3 2023.