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Houlihan Lokey
HLI

Overview Fund Activity

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$173M
2
Millennium Management
2
Millennium Management
New York
$22M
3
Fidelity International
3
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$528M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$9.05M 84,455 +2,328 +3%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$8.9M 83,062 -19,674 -19%
FPTW
78
Franklin, Parlapiano, Turner & Welch
Texas
$8.65M 80,736 -944 -1%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.45M 78,846 +1,227 +2%
BAM
80
Bell Asset Management
Australia
$7.25M 67,696 +67,696 New
DCM
81
Driehaus Capital Management
Illinois
$6.94M 64,775 +64,775 New
Stifel Financial
82
Stifel Financial
Missouri
$6.81M 63,615 -3,994 -6%
CS
83
Credit Suisse
Switzerland
$6.77M 63,246 -274 -0.4%
CIC
84
Crawford Investment Counsel
Georgia
$6.51M 60,809 -8,027 -12%
NEI
85
Northwest & Ethical Investments
Ontario, Canada
$6.5M 60,690 -24,415 -29%
GIP
86
Granite Investment Partners
California
$6.28M 58,665 +58,665 New
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$6.02M 56,212 -5,003 -8%
WT
88
Whittier Trust
California
$5.86M 54,663 +2,163 +4%
SO
89
STRS Ohio
Ohio
$5.36M 50,000 +3,400 +7%
WLPWM
90
Walled Lake Planning & Wealth Management
Illinois
$5.18M 48,339 +591 +1%
FNBT
91
FineMark National Bank & Trust
Florida
$5.18M 48,338 +428 +0.9%
AA
92
ALPS Advisors
Colorado
$4.99M 46,610 -27,406 -37%
Truist Financial
93
Truist Financial
North Carolina
$4.81M 44,874 +4,226 +10%
Victory Capital Management
94
Victory Capital Management
Texas
$4.79M 44,733 -1,862 -4%
Osaic Holdings
95
Osaic Holdings
Arizona
$4.32M 40,281 +10,557 +36%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$4.26M 39,750 +3,387 +9%
OAM
97
Oppenheimer Asset Management
New York
$4M 37,321 -298 -0.8%
Fiera Capital (Canada)
98
Fiera Capital (Canada)
Quebec, Canada
$3.88M 36,250 +218 +0.6%
WC
99
Weil Company
California
$3.86M 36,031 -1,450 -4%
MOACM
100
Mutual of America Capital Management
New York
$3.81M 35,531 -2,117 -6%
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4
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