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Houlihan Lokey
HLI

Overview Fund Activity

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$289M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$129M
4
Millennium Management
4
Millennium Management
New York
$11.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$42M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$123M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$358M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$62.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$67.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MOACM
76
Mutual of America Capital Management
New York
$5.66M 69,237 -2,982 -4%
ACL
77
Azora Capital LP
Florida
$5.44M 66,538 +66,538 New
Federated Hermes
78
Federated Hermes
Pennsylvania
$5.1M 62,325 -27,655 -31%
PAMU
79
Pictet Asset Management (UK)
United Kingdom
$5.1M 62,307 -549 -0.9%
Man Group
80
Man Group
United Kingdom
$4.97M 60,801 +18,038 +42%
IP
81
Interval Partners
New York
$4.94M 60,432 +52,159 +630%
UBS AM
82
UBS AM
Illinois
$4.88M 59,647 +4,248 +8%
Holocene Advisors
83
Holocene Advisors
New York
$4.74M 57,933 -17,805 -24%
MIP
84
Mondrian Investment Partners
United Kingdom
$4.74M 57,889 – –
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$4.59M 56,124 -5,486 -9%
Invesco
86
Invesco
Georgia
$4.32M 52,831 +278 +0.5%
SBH
87
Segall Bryant & Hamill
Illinois
$4.29M 52,490 +3,162 +6%
TPM
88
Triasima Portfolio Management
Quebec, Canada
$3.93M 48,040 -10,250 -18%
SGI
89
Summit Global Investments
Utah
$3.91M 47,768 -1,693 -3%
BU
90
BBVA USA
Alabama
$3.84M 46,905 +46,905 New
CS
91
Credit Suisse
Switzerland
$3.8M 46,892 +2,796 +6%
Deutsche Bank
92
Deutsche Bank
Germany
$3.41M 41,644 +2,228 +6%
Truist Financial
93
Truist Financial
North Carolina
$3.39M 41,472 -935 -2%
WLPWM
94
Walled Lake Planning & Wealth Management
Illinois
$3.32M 40,611 +455 +1%
FNBT
95
FineMark National Bank & Trust
Florida
$3.22M 39,340 +39,340 New
OAM
96
Oppenheimer Asset Management
New York
$3.18M 38,904 +1,209 +3%
OSIA
97
O'Shares Investment Advisers
Massachusetts
$3.1M 37,850 -239 -0.6%
Squarepoint
98
Squarepoint
New York
$2.98M 36,407 +36,407 New
Swedbank
99
Swedbank
Sweden
$2.86M 35,000 -15,000 -30%
Legal & General Group
100
Legal & General Group
United Kingdom
$2.86M 34,958 +128 +0.4%
2 3
4
5 6