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Houlihan Lokey
HLI

Overview Fund Activity

328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.

Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$27.6M
2
VCM
2
Vigilant Capital Management
Maine
$22.5M
3
Ameriprise
3
Ameriprise
Minnesota
$83.6M
4
Macquarie Group
4
Macquarie Group
Australia
$32.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$103M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$6.49M
2
BlackRock
2
BlackRock
New York
$352M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$10M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$86.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60.5M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$5.03M 57,453 +571 +1%
CM
77
Castleark Management
Illinois
$4.85M 55,450 +55,450 New
CS
78
Credit Suisse
Switzerland
$4.68M 53,536 +2,009 +4%
AA
79
ALPS Advisors
Colorado
$4.46M 50,994 +5,612 +12%
Legal & General Group
80
Legal & General Group
United Kingdom
$4.42M 50,553 +2,065 +4%
FNBT
81
FineMark National Bank & Trust
Florida
$4.2M 48,059 +2,220 +5%
WLPWM
82
Walled Lake Planning & Wealth Management
Illinois
$4.16M 47,572 +2,622 +6%
Man Group
83
Man Group
United Kingdom
– – -49,875 Closed
GPGA
84
Grandeur Peak Global Advisors
Utah
$4.06M 46,415 +39,300 +552%
ECM
85
ExodusPoint Capital Management
New York
$3.88M 44,385 +44,385 New
NIG
86
NFJ Investment Group
Texas
$3.74M 42,766 -133 -0.3%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$3.64M 41,602 +27,772 +201%
MOACM
88
Mutual of America Capital Management
New York
$3.55M 40,525 -1,868 -4%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$3.52M 40,267 +935 +2%
Victory Capital Management
90
Victory Capital Management
Texas
$3.52M 40,181 +18,984 +90%
Citadel Advisors
91
Citadel Advisors
Florida
$3.45M 39,384 -8,327 -17%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$3.44M 39,298 +34,161 +665%
Truist Financial
93
Truist Financial
North Carolina
$3.44M 39,289 -1,354 -3%
OAM
94
Oppenheimer Asset Management
New York
$3.35M 38,265 +68 +0.2%
Fiera Capital (Canada)
95
Fiera Capital (Canada)
Quebec, Canada
$3.34M 38,215 +442 +1%
Deutsche Bank
96
Deutsche Bank
Germany
$3.31M 37,881 -304 -0.8%
WC
97
Weil Company
California
$3.3M 37,677 -2,040 -5%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$2.94M 33,582 -19,450 -37%
Millennium Management
99
Millennium Management
New York
$2.86M 32,711 +30,187 +1,196%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.66M 30,368 +241 +0.8%
2 3
4
5 6