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Houlihan Lokey
HLI

Overview Fund Activity

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$254M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$16.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$19.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$531M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$11.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
4
Atlanta Capital Management
Georgia
$52M
5
BlackRock
5
BlackRock
New York
$403M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$7.32M 70,690 +991 +1%
Allspring Global Investments
77
Allspring Global Investments
North Carolina
$7.31M 70,653 +70,653 New
CIC
78
Crawford Investment Counsel
Georgia
$7.27M 70,256 -9,910 -12%
Deutsche Bank
79
Deutsche Bank
Germany
$7.02M 67,846 +22,425 +49%
MOACM
80
Mutual of America Capital Management
New York
$7M 67,620 -632 -0.9%
Assenagon Asset Management
81
Assenagon Asset Management
Luxembourg
$6.78M 65,461 +65,461 New
Barclays
82
Barclays
United Kingdom
$6.75M 65,211 +38,781 +147%
RJA
83
Raymond James & Associates
Florida
$6.73M 64,999 -15,438 -19%
UBS AM
84
UBS AM
Illinois
$6.65M 64,195 -1,757 -3%
SMG
85
Spectrum Management Group
Indiana
$6.64M 64,159 +21,361 +50%
Stifel Financial
86
Stifel Financial
Missouri
$6.64M 64,149 -14,570 -19%
NIG
87
NFJ Investment Group
Texas
$5.94M 57,369 -12,046 -17%
CAM
88
ClariVest Asset Management
California
$5.92M 57,157 +57,157 New
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$5.88M 56,771 +44,108 +348%
SBH
90
Segall Bryant & Hamill
Illinois
$5.86M 56,559 +2,632 +5%
PAMS
91
Pictet Asset Management (Switzerland)
Switzerland
$5.84M 56,393 +986 +2%
WC
92
Weil Company
California
$5.76M 55,659 -8,677 -13%
AIM
93
Artemis Investment Management
United Kingdom
$5.66M 54,721 -21,280 -28%
Canada Pension Plan Investment Board
94
Canada Pension Plan Investment Board
Ontario, Canada
$5.59M 54,020 +54,020 New
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.27M 50,861 -18,284 -26%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$5.24M 50,594 +17,552 +53%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$5.23M 50,511 +43,602 +631%
CS
98
Credit Suisse
Switzerland
$4.93M 47,661 -1,905 -4%
Legal & General Group
99
Legal & General Group
United Kingdom
$4.91M 47,393 +3,419 +8%
SGI
100
Summit Global Investments
Utah
$4.71M 45,469 -7,672 -14%
2 3
4
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