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Houlihan Lokey
HLI

Overview Fund Activity

343 hedge funds and large institutions have $4.42B invested in Houlihan Lokey in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 120 reducing their positions, and 46 closing their positions.

Holders
343
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
136
Reduced
120
Closed
46
Calls
$2.92M
Puts
$1.44M
Net Calls
+$1.48M
Net Calls Change
-$4.65M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$49.6M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$39.1M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$13.3M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$10.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$47.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$65.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$763K
3
BlackRock
3
BlackRock
New York
$325M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$87M
5
Ameriprise
5
Ameriprise
Minnesota
$72.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$6.27M 71,448 +40,150 +128%
Lazard Asset Management
77
Lazard Asset Management
New York
$6.2M 70,569 +70,020 +12,754%
CIC
78
Crawford Investment Counsel
Georgia
$6.14M 69,906 -350 -0.5%
Principal Financial Group
79
Principal Financial Group
Iowa
$6.1M 69,485 -27,169 -28%
UBS AM
80
UBS AM
Illinois
$6.02M 68,594 +4,399 +7%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$5.74M 65,350 -5,340 -8%
MOACM
82
Mutual of America Capital Management
New York
$5.69M 64,802 -2,818 -4%
Axa
83
Axa
France
$5.66M 64,500 +43,400 +206%
Stifel Financial
84
Stifel Financial
Missouri
$5.56M 63,299 -850 -1%
Voloridge Investment Management
85
Voloridge Investment Management
Florida
$5.53M 63,006 -25,509 -29%
Allspring Global Investments
86
Allspring Global Investments
North Carolina
$5.42M 61,767 -8,886 -13%
Invesco
87
Invesco
Georgia
$5.02M 57,150 -25,818 -31%
CAM
88
ClariVest Asset Management
California
$5.02M 57,157 – –
SBH
89
Segall Bryant & Hamill
Illinois
$4.98M 56,702 +143 +0.3%
RJA
90
Raymond James & Associates
Florida
$4.82M 54,912 -10,087 -16%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$4.75M 54,139 -65,635 -55%
SO
92
STRS Ohio
Ohio
$4.7M 53,500 +10,800 +25%
NIG
93
NFJ Investment Group
Texas
$4.67M 53,186 -4,183 -7%
CS
94
Credit Suisse
Switzerland
$4.52M 51,434 +3,773 +8%
TPM
95
Triasima Portfolio Management
Quebec, Canada
$4.44M 50,535 +7,255 +17%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.4M 50,122 -739 -1%
MF
97
Magnetar Financial
Illinois
$4.24M 48,295 +48,295 New
Legal & General Group
98
Legal & General Group
United Kingdom
$4.2M 47,834 +441 +0.9%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$4.07M 46,378 -4,216 -8%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$3.93M 44,798 -5,713 -11%
2 3
4
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