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Houlihan Lokey
HLI

Overview Fund Activity

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K

Top Buyers

1
BlackRock
1
BlackRock
New York
$392M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$248M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$90.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.16M
2
Millennium Management
2
Millennium Management
New York
$220K
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
AI
4
Ariel Investments
Illinois
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
Man Group
76
Man Group
United Kingdom
$4.35M 49,875 -8,838 -15%
Legal & General Group
77
Legal & General Group
United Kingdom
$4.23M 48,488 +2,565 +6%
Citadel Advisors
78
Citadel Advisors
Florida
$4.16M 47,711 -606,980 -93%
FNBT
79
FineMark National Bank & Trust
Florida
$4M 45,839 +739 +2%
AA
80
ALPS Advisors
Colorado
$3.96M 45,382 +4,664 +11%
WLPWM
81
Walled Lake Planning & Wealth Management
Illinois
$3.92M 44,950 +7 +0%
NIG
82
NFJ Investment Group
Texas
$3.74M 42,899 -3,364 -7%
MOACM
83
Mutual of America Capital Management
New York
$3.69M 42,393 +569 +1%
SCP
84
Seizert Capital Partners
Michigan
$3.58M 41,076 -3,634 -8%
Truist Financial
85
Truist Financial
North Carolina
$3.54M 40,643 -29 -0.1%
WC
86
Weil Company
California
$3.46M 39,717 -810 -2%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$3.43M 39,332 +2,950 +8%
American Century Companies
88
American Century Companies
Missouri
$3.37M 38,717 -48,821 -56%
OAM
89
Oppenheimer Asset Management
New York
$3.33M 38,197 -2,258 -6%
Deutsche Bank
90
Deutsche Bank
Germany
$3.33M 38,185 +13,395 +54%
Fiera Capital (Canada)
91
Fiera Capital (Canada)
Quebec, Canada
$3.29M 37,773 -713 -2%
PCM
92
Prana Capital Management
Connecticut
$2.82M 32,393 +26,476 +447%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$2.67M 30,600 +3,000 +11%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.63M 30,127 -19,982 -40%
Osaic Holdings
95
Osaic Holdings
Arizona
$2.53M 28,986 -641 -2%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$2.51M 28,794 – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$2.43M 27,862 -4,641 -14%
LPL Financial
98
LPL Financial
California
$2.39M 27,451 -370 -1%
HighTower Advisors
99
HighTower Advisors
Illinois
$2.38M 27,290 -966 -3%
US Bancorp
100
US Bancorp
Minnesota
$2.35M 26,915 +667 +3%
2 3
4
5 6