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Houlihan Lokey
HLI

Overview Fund Activity

276 hedge funds and large institutions have $3.47B invested in Houlihan Lokey in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 45 closing their positions.

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
113
Reduced
92
Closed
45
Calls
$2.43M
Puts
$1.18M
Net Calls
+$1.25M
Net Calls Change
-$2.74M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$243M
2
BlackRock
2
BlackRock
New York
$307M
3
Ameriprise
3
Ameriprise
Minnesota
$90.7M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$25.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$338M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Franklin Resources
2
Franklin Resources
California
$40.3M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$100M
4
Goldman Sachs
4
Goldman Sachs
New York
$42.2M
5
Norges Bank
5
Norges Bank
Norway
$29.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$2.19M 32,890 +26,096 +384%
AG
102
AlphaSimPlex Group
Massachusetts
$2.12M 31,814 -1,959 -6%
BCI
103
Brinker Capital Investments
Pennsylvania
$2.09M 31,419 +3,484 +12%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$2.09M 31,382 +5,114 +19%
HighTower Advisors
105
HighTower Advisors
Illinois
$2.02M 30,257 +1,471 +5%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.95M 29,239 -1,568 -5%
HA
107
Harbor Advisors
Florida
$1.66M 25,000 – –
IWA
108
Intercontinental Wealth Advisors
Texas
$1.64M 24,712 +411 +2%
GTCM
109
Gyon Technologies Capital Management
New Jersey
$1.61M 24,195 +24,195 New
WG
110
Winton Group
United Kingdom
$1.59M 23,898 +1,726 +8%
Osaic Holdings
111
Osaic Holdings
Arizona
$1.58M 23,785 +232 +1%
JPMPWA
112
J.P. Morgan Private Wealth Advisors
California
$1.5M 22,569 -946 -4%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.5M 22,472 -2,399 -10%
US Bancorp
114
US Bancorp
Minnesota
$1.47M 22,162 -1,333 -6%
RFC
115
Regions Financial Corp
Alabama
$1.45M 21,720 +208 +1%
AQR Capital Management
116
AQR Capital Management
Connecticut
$1.42M 21,412 -5,579 -21%
NIPH
117
NN Investment Partners Holdings
Netherlands
$1.41M 21,200 +200 +1%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$1.39M 20,849 +338 +2%
Skandinaviska Enskilda Banken (SEB)
119
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.38M 20,800 – –
AWM
120
Avior Wealth Management
Nebraska
$1.38M 20,756 – –
CF
121
CNA Financial
Illinois
$1.38M 20,741 – –
CC
122
Cannell & Co
New York
$1.34M 20,100 – –
MIM
123
MetLife Investment Management
New Jersey
$1.34M 20,096 -1,553 -7%
GC
124
Globeflex Capital
California
$1.3M 19,560 +19,560 New
WT
125
Whittier Trust
California
$1.29M 19,381 +2,100 +12%
3 4
5
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