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Houlihan Lokey
HLI

Overview Fund Activity

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$172M
2
Millennium Management
2
Millennium Management
New York
$88.7M
3
Capital International Investors
3
Capital International Investors
California
$49.7M
4
Brown Advisory
4
Brown Advisory
Maryland
$36.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$310M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$304M
3
Bank of America
3
Bank of America
North Carolina
$104M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$12M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$252M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.63M 77,619 +47,251 +156%
AA
77
ALPS Advisors
Colorado
$7.28M 74,016 +23,022 +45%
CIC
78
Crawford Investment Counsel
Georgia
$6.77M 68,836 -1,050 -2%
Invesco
79
Invesco
Georgia
$6.71M 68,223 -17,404 -20%
Stifel Financial
80
Stifel Financial
Missouri
$6.65M 67,609 -1,090 -2%
E
81
Ergoteles
New York
$6.5M 66,085 +2,949 +5%
CS
82
Credit Suisse
Switzerland
$6.24M 63,520 +9,984 +19%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$6.02M 61,215 -1,485 -2%
Renaissance Technologies
84
Renaissance Technologies
New York
$5.69M 57,900 +57,900 New
Man Group
85
Man Group
United Kingdom
$5.54M 56,329 +56,329 New
WT
86
Whittier Trust
California
$5.16M 52,500 +25,652 +96%
UBS AM
87
UBS AM
Illinois
$5.03M 57,453 – –
First Trust Advisors
88
First Trust Advisors
Illinois
$4.87M 49,532 -24,686 -33%
FNBT
89
FineMark National Bank & Trust
Florida
$4.71M 47,910 -149 -0.3%
WLPWM
90
Walled Lake Planning & Wealth Management
Illinois
$4.69M 47,748 +176 +0.4%
SO
91
STRS Ohio
Ohio
$4.58M 46,600 -11,700 -20%
Victory Capital Management
92
Victory Capital Management
Texas
$4.58M 46,595 +6,414 +16%
VI
93
Vestcor Inc
New Brunswick, Canada
$4.48M 45,534 -16,605 -27%
NIG
94
NFJ Investment Group
Texas
$4.2M 42,745 -21 -0%
Barclays
95
Barclays
United Kingdom
$4.19M 42,606 +16,886 +66%
CC
96
Centiva Capital
New York
$4.03M 40,999 +34,742 +555%
Truist Financial
97
Truist Financial
North Carolina
$4M 40,648 +1,359 +3%
MOACM
98
Mutual of America Capital Management
New York
$3.7M 37,648 -2,877 -7%
OAM
99
Oppenheimer Asset Management
New York
$3.7M 37,619 -646 -2%
WC
100
Weil Company
California
$3.68M 37,481 -196 -0.5%
2 3
4
5 6