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Houlihan Lokey
HLI

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.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $7.29M | Put options by funds: $3.92M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

17% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 103

11% more capital invested

Capital invested by funds: $4.29B → $4.76B (+$471M)

2% more funds holding

Funds holding: 302 → 308 (+6)

0.06% less ownership

Funds ownership: 102.43% → 102.37% (-0.06%)

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.39%
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
$3.92M
Net Calls
+$3.36M
Net Calls Change
+$3.69M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$33.3M
2
SEI Investments
SEI Investments
Pennsylvania
+$27M
3
NA
NewEdge Advisors
Louisiana
+$21.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$17.7M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
VBA
Van Berkom & Associates
Quebec, Canada
-$23.6M
2
BlackRock
BlackRock
New York
-$20.6M
3
RA
Royce & Associates
New York
-$15.4M
4
Ameriprise
Ameriprise
Minnesota
-$15.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.37M -$430K -4,903 -7%
MOACM
77
Mutual of America Capital Management
New York
$6.29M -$86.3K -985 -1%
UBS AM
78
UBS AM
Illinois
$6.07M +$553K +6,305 +11%
Federated Hermes
79
Federated Hermes
Pennsylvania
$6.04M +$285K +3,256 +5%
WC
80
Weil Company
California
$5.92M -$931K -10,621 -14%
Man Group
81
Man Group
United Kingdom
$5.57M -$31.5K -360 -0.6%
MIP
82
Mondrian Investment Partners
United Kingdom
$5.34M +$4.03K +46 +0.1%
PAMS
83
Pictet Asset Management (Switzerland)
Switzerland
$5.1M +$4.86M +55,407 New
SBH
84
Segall Bryant & Hamill
Illinois
$4.97M +$126K +1,437 +3%
SGI
85
Summit Global Investments
Utah
$4.89M +$471K +5,373 +11%
SO
86
STRS Ohio
Ohio
$4.68M -$1.88M -21,400 -30%
CS
87
Credit Suisse
Switzerland
$4.57M +$234K +2,674 +6%
TPM
88
Triasima Portfolio Management
Quebec, Canada
$4.42M – – –
Deutsche Bank
89
Deutsche Bank
Germany
$4.18M +$331K +3,777 +9%
BU
90
BBVA USA
Alabama
$4.13M -$181K -2,063 -4%
E
91
Ergoteles
New York
$4.06M +$3.09M +35,206 +398%
Legal & General Group
92
Legal & General Group
United Kingdom
$4.05M +$790K +9,016 +26%
SMG
93
Spectrum Management Group
Indiana
$3.94M +$3.75M +42,798 New
ACM
94
Argent Capital Management
Missouri
$3.81M +$2.92M +33,362 +415%
WLPWM
95
Walled Lake Planning & Wealth Management
Illinois
$3.8M +$56.6K +646 +2%
FNBT
96
FineMark National Bank & Trust
Florida
$3.77M +$137K +1,560 +4%
Truist Financial
97
Truist Financial
North Carolina
$3.64M -$171K -1,951 -5%
OAM
98
Oppenheimer Asset Management
New York
$3.59M +$3.07K +35 +0.1%
Swedbank
99
Swedbank
Sweden
$3.22M – – –
OSIA
100
O'Shares Investment Advisers
Massachusetts
$3.14M -$325K -3,710 -10%
2 3
4
5 6

HLI Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2021, worth a combined $4.76B — up 11% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HLI positions and 29 closed out — a net gain of 9 holders — while 120 added to existing stakes and 103 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $33.3M. The largest seller was Van Berkom & Associates, cutting an estimated $23.6M.

  • 308 institutional investors held Houlihan Lokey (HLI) as of Q3 2021, up from 302 in Q2 2021.
  • Funds reported $4.76B of Houlihan Lokey stock for Q3 2021, up 11% quarter-over-quarter.
  • 38 funds opened new Houlihan Lokey positions in Q3 2021 and 29 closed out, a net change of +9 holders.
  • The largest Houlihan Lokey buyer in Q3 2021 was Citadel Advisors, an estimated $33.3M added.
  • The largest Houlihan Lokey seller in Q3 2021 was Van Berkom & Associates, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2021.