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Houlihan Lokey
HLI

Overview Fund Activity

308 hedge funds and large institutions have $4.76B invested in Houlihan Lokey in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 29 closing their positions.

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
38
Increased
120
Reduced
103
Closed
29
Calls
$7.29M
Puts
$3.93M
Net Calls
+$3.36M
Net Calls Change
+$3.69M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$44.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$28.9M
3
NA
3
NewEdge Advisors
Louisiana
$22.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$90.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$114M
2
BlackRock
2
BlackRock
New York
$382M
3
RA
3
Royce & Associates
New York
$32M
4
Ameriprise
4
Ameriprise
Minnesota
$108M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$117M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.37M 69,145 -4,903 -7%
MOACM
77
Mutual of America Capital Management
New York
$6.29M 68,252 -985 -1%
UBS AM
78
UBS AM
Illinois
$6.07M 65,952 +6,305 +11%
Federated Hermes
79
Federated Hermes
Pennsylvania
$6.04M 65,581 +3,256 +5%
WC
80
Weil Company
California
$5.93M 64,336 -10,621 -14%
Man Group
81
Man Group
United Kingdom
$5.57M 60,441 -360 -0.6%
MIP
82
Mondrian Investment Partners
United Kingdom
$5.34M 57,935 +46 +0.1%
PAMS
83
Pictet Asset Management (Switzerland)
Switzerland
$5.1M 55,407 +55,407 New
SBH
84
Segall Bryant & Hamill
Illinois
$4.97M 53,927 +1,437 +3%
SGI
85
Summit Global Investments
Utah
$4.89M 53,141 +5,373 +11%
SO
86
STRS Ohio
Ohio
$4.68M 50,800 -21,400 -30%
CS
87
Credit Suisse
Switzerland
$4.57M 49,566 +2,674 +6%
TPM
88
Triasima Portfolio Management
Quebec, Canada
$4.42M 48,040 – –
Deutsche Bank
89
Deutsche Bank
Germany
$4.18M 45,421 +3,777 +9%
BU
90
BBVA USA
Alabama
$4.13M 44,842 -2,063 -4%
E
91
Ergoteles
New York
$4.06M 44,049 +35,206 +398%
Legal & General Group
92
Legal & General Group
United Kingdom
$4.05M 43,974 +9,016 +26%
SMG
93
Spectrum Management Group
Indiana
$3.94M 42,798 +42,798 New
ACM
94
Argent Capital Management
Missouri
$3.81M 41,393 +33,362 +415%
WLPWM
95
Walled Lake Planning & Wealth Management
Illinois
$3.8M 41,257 +646 +2%
FNBT
96
FineMark National Bank & Trust
Florida
$3.77M 40,900 +1,560 +4%
Truist Financial
97
Truist Financial
North Carolina
$3.64M 39,521 -1,951 -5%
OAM
98
Oppenheimer Asset Management
New York
$3.59M 38,939 +35 +0.1%
Swedbank
99
Swedbank
Sweden
$3.22M 35,000 – –
OSIA
100
O'Shares Investment Advisers
Massachusetts
$3.14M 34,140 -3,710 -10%
2 3
4
5 6