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Houlihan Lokey
HLI

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.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

170% more call options, than puts

Call options by funds: $7.12M | Put options by funds: $2.63M

31% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 99

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.92B → $5.39B (+$476M)

2% more funds holding

Funds holding: 330 → 336 (+6)

0.64% less ownership

Funds ownership: 98.39% → 97.75% (-0.64%)

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.33%
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
$2.63M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$101M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$26.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$16.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$98.5M
2
Millennium Management
Millennium Management
New York
-$71.9M
3
Fidelity International
Fidelity International
Bermuda
-$28.8M
4
Morgan Stanley
Morgan Stanley
New York
-$15.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$9.05M +$240K +2,328 +3%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$8.9M -$2.03M -19,674 -19%
FPTW
78
Franklin, Parlapiano, Turner & Welch
Texas
$8.65M -$97.3K -944 -1%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.45M +$127K +1,227 +2%
BAM
80
Bell Asset Management
Australia
$7.25M +$6.98M +67,696 New
DCM
81
Driehaus Capital Management
Illinois
$6.94M +$6.68M +64,775 New
Stifel Financial
82
Stifel Financial
Missouri
$6.81M -$412K -3,994 -6%
CS
83
Credit Suisse
Switzerland
$6.77M -$28.3K -274 -0.4%
CIC
84
Crawford Investment Counsel
Georgia
$6.51M -$828K -8,027 -12%
NEI
85
Northwest & Ethical Investments
Ontario, Canada
$6.5M -$2.52M -24,415 -29%
GIP
86
Granite Investment Partners
California
$6.28M +$6.05M +58,665 New
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$6.02M -$516K -5,003 -8%
WT
88
Whittier Trust
California
$5.86M +$223K +2,163 +4%
SO
89
STRS Ohio
Ohio
$5.36M +$351K +3,400 +7%
WLPWM
90
Walled Lake Planning & Wealth Management
Illinois
$5.18M +$60.9K +591 +1%
FNBT
91
FineMark National Bank & Trust
Florida
$5.18M +$44.1K +428 +0.9%
AA
92
ALPS Advisors
Colorado
$4.99M -$2.83M -27,406 -37%
Truist Financial
93
Truist Financial
North Carolina
$4.81M +$436K +4,226 +10%
Victory Capital Management
94
Victory Capital Management
Texas
$4.79M -$192K -1,862 -4%
Osaic Holdings
95
Osaic Holdings
Arizona
$4.32M +$1.09M +10,557 +36%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$4.26M +$349K +3,387 +9%
OAM
97
Oppenheimer Asset Management
New York
$4M -$30.7K -298 -0.8%
Fiera Capital (Canada)
98
Fiera Capital (Canada)
Quebec, Canada
$3.88M +$22.5K +218 +0.6%
WC
99
Weil Company
California
$3.86M -$150K -1,450 -4%
MOACM
100
Mutual of America Capital Management
New York
$3.81M -$218K -2,117 -6%
2 3
4
5 6

HLI Hedge Fund Activity: Q3 2023 in Review

336 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2023, worth a combined $5.39B — up 9.7% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HLI positions and 40 closed out — a net gain of 12 holders — while 130 added to existing stakes and 99 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $101M. The largest seller was AllianceBernstein, cutting an estimated $98.5M.

  • 336 institutional investors held Houlihan Lokey (HLI) as of Q3 2023, up from 330 in Q2 2023.
  • Funds reported $5.39B of Houlihan Lokey stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 52 funds opened new Houlihan Lokey positions in Q3 2023 and 40 closed out, a net change of +12 holders.
  • The largest Houlihan Lokey buyer in Q3 2023 was Wellington Management Group, an estimated $101M added.
  • The largest Houlihan Lokey seller in Q3 2023 was AllianceBernstein, an estimated $98.5M sold.

Based on aggregated 13F filings for Q3 2023.