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Houlihan Lokey
HLI

Overview Fund Activity

276 hedge funds and large institutions have $3.47B invested in Houlihan Lokey in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 45 closing their positions.

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
113
Reduced
92
Closed
45
Calls
$2.43M
Puts
$1.18M
Net Calls
+$1.25M
Net Calls Change
-$2.74M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$243M
2
BlackRock
2
BlackRock
New York
$307M
3
Ameriprise
3
Ameriprise
Minnesota
$90.7M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$25.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$338M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Franklin Resources
2
Franklin Resources
California
$40.3M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$100M
4
Goldman Sachs
4
Goldman Sachs
New York
$42.2M
5
Norges Bank
5
Norges Bank
Norway
$29.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WC
76
Weil Company
California
$4.78M 71,858 +1,101 +2%
APG Asset Management
77
APG Asset Management
Netherlands
$4.5M 79,424 -20,900 -21%
Tudor Investment Corp
78
Tudor Investment Corp
Connecticut
$4.26M 64,024 +48,552 +314%
PAMU
79
Pictet Asset Management (UK)
United Kingdom
$4.18M 62,856 +6,488 +12%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$4.1M 61,610 -32,157 -34%
TPM
81
Triasima Portfolio Management
Quebec, Canada
$3.88M 58,290 +30,510 +110%
MIP
82
Mondrian Investment Partners
United Kingdom
$3.84M 57,889 – –
UBS AM
83
UBS AM
Illinois
$3.68M 55,399 -69 -0.1%
Invesco
84
Invesco
Georgia
$3.5M 52,553 +13,007 +33%
Barclays
85
Barclays
United Kingdom
$3.39M 50,976 -310 -0.6%
BUB
86
BBVA USA Bancshares
Texas
$3.35M 50,281 -38 -0.1%
Swedbank
87
Swedbank
Sweden
$3.33M 50,000 +50,000 New
SGI
88
Summit Global Investments
Utah
$3.29M 49,461 +8,150 +20%
SBH
89
Segall Bryant & Hamill
Illinois
$3.28M 49,328 -829 -2%
CS
90
Credit Suisse
Switzerland
$2.93M 44,096 -18,147 -29%
Man Group
91
Man Group
United Kingdom
$2.84M 42,763 -56,324 -57%
Truist Financial
92
Truist Financial
North Carolina
$2.82M 42,407 -425 -1%
ACM
93
AlphaCrest Capital Management
New York
$2.73M 41,000 +34,600 +541%
WLPWM
94
Walled Lake Planning & Wealth Management
Illinois
$2.67M 40,156 +833 +2%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$2.64M 39,734 +2,632 +7%
Deutsche Bank
96
Deutsche Bank
Germany
$2.62M 39,416 -8,732 -18%
OSIA
97
O'Shares Investment Advisers
Massachusetts
$2.53M 38,089 +942 +3%
OAM
98
Oppenheimer Asset Management
New York
$2.51M 37,695 +2,540 +7%
Connor, Clark & Lunn Investment Management (CC&L)
99
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.45M 36,813 +36,813 New
Legal & General Group
100
Legal & General Group
United Kingdom
$2.32M 34,830 +2,424 +7%
2 3
4
5 6