HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.4M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$55.7M
4
Millennium Management
4
Millennium Management
New York
$40.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.7M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$5.47M
4
Goldman Sachs
4
Goldman Sachs
New York
$25M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Swedbank
76
Swedbank
Sweden
$4.52M 60,000 – –
Man Group
77
Man Group
United Kingdom
$4.43M 58,713 +58,713 New
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$4.4M 58,394 +37,238 +176%
Stifel Financial
79
Stifel Financial
Missouri
$4.39M 58,236 -2,768 -5%
UBS AM
80
UBS AM
Illinois
$4.23M 56,068 -12,926 -19%
SO
81
STRS Ohio
Ohio
$3.96M 52,500 -200 -0.4%
CS
82
Credit Suisse
Switzerland
$3.85M 51,058 +99 +0.2%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.78M 50,109 -749 -1%
Renaissance Technologies
84
Renaissance Technologies
New York
$3.77M 50,000 -2,900 -5%
NIG
85
NFJ Investment Group
Texas
$3.54M 46,263 -6,203 -12%
Legal & General Group
86
Legal & General Group
United Kingdom
$3.46M 45,923 -1,575 -3%
FNBT
87
FineMark National Bank & Trust
Florida
$3.4M 45,100 +1,112 +3%
WLPWM
88
Walled Lake Planning & Wealth Management
Illinois
$3.39M 44,943 +2,074 +5%
SCP
89
Seizert Capital Partners
Michigan
$3.37M 44,710 – –
Balyasny Asset Management
90
Balyasny Asset Management
Illinois
$3.25M 43,147 +7,689 +22%
ACM
91
Argent Capital Management
Missouri
$3.16M 41,864 +27 +0.1%
MOACM
92
Mutual of America Capital Management
New York
$3.15M 41,824 +2,530 +6%
AA
93
ALPS Advisors
Colorado
$3.07M 40,718 -2,079 -5%
Truist Financial
94
Truist Financial
North Carolina
$3.07M 40,672 -182 -0.4%
WC
95
Weil Company
California
$3.06M 40,527 +816 +2%
OAM
96
Oppenheimer Asset Management
New York
$3.05M 40,455 +397 +1%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$2.74M 36,382 +11,994 +49%
Two Sigma Investments
98
Two Sigma Investments
New York
$2.62M 34,723 +29,423 +555%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$2.45M 32,503 -4,944 -13%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$2.31M 30,597 -2,444 -7%
2 3
4
5 6