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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$46.8M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$289M
3
Morgan Stanley
3
Morgan Stanley
New York
$34M
4
Ameriprise
4
Ameriprise
Minnesota
$74.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.38M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$66K
2
NA
2
NewEdge Advisors
Louisiana
$3.19M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$374K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$29.7M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
Swedbank
76
Swedbank
Sweden
$4.74M 60,000 +30,000 +100%
Invesco
77
Invesco
Georgia
$4.27M 54,138 -3,012 -5%
RJA
78
Raymond James & Associates
Florida
$4.21M 53,380 -1,532 -3%
Renaissance Technologies
79
Renaissance Technologies
New York
$4.18M 52,900 -82,200 -61%
SO
80
STRS Ohio
Ohio
$4.16M 52,700 -800 -1%
NIG
81
NFJ Investment Group
Texas
$4.14M 52,466 -720 -1%
CS
82
Credit Suisse
Switzerland
$4.02M 50,959 -475 -0.9%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.01M 50,858 +736 +1%
Legal & General Group
84
Legal & General Group
United Kingdom
$3.75M 47,498 -336 -0.7%
Fidelity International
85
Fidelity International
Bermuda
$3.74M 47,389 +46,989 +11,747%
SCP
86
Seizert Capital Partners
Michigan
$3.53M 44,710 +10,064 +29%
FNBT
87
FineMark National Bank & Trust
Florida
$3.47M 43,988 +1,029 +2%
WLPWM
88
Walled Lake Planning & Wealth Management
Illinois
$3.38M 42,869 +2,236 +6%
AA
89
ALPS Advisors
Colorado
$3.38M 42,797 +39,226 +1,098%
ACM
90
Argent Capital Management
Missouri
$3.3M 41,837 -446 -1%
Truist Financial
91
Truist Financial
North Carolina
$3.23M 40,854 +3,218 +9%
NA
92
NewEdge Advisors
Louisiana
$3.19M 40,420 -262,507 -87%
OAM
93
Oppenheimer Asset Management
New York
$3.16M 40,058 -2,030 -5%
WC
94
Weil Company
California
$3.13M 39,711 +5,176 +15%
Fiera Capital (Canada)
95
Fiera Capital (Canada)
Quebec, Canada
$3.11M 39,444 -906 -2%
MOACM
96
Mutual of America Capital Management
New York
$3.1M 39,294 -25,508 -39%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$2.96M 37,447 -7,351 -16%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$2.8M 35,458 +35,458 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$2.61M 33,041 -13,337 -29%
Osaic Holdings
100
Osaic Holdings
Arizona
$2.54M 32,241 +780 +2%
2 3
4
5 6