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Houlihan Lokey
HLI

Overview Fund Activity

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$289M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$129M
4
Millennium Management
4
Millennium Management
New York
$11.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$42M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$123M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$358M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$62.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$2.8M -$447K -5,464 -14%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$2.67M +$106K +1,298 +4%
BCI
103
Brinker Capital Investments
Pennsylvania
$2.63M +$61.2K +748 +2%
HighTower Advisors
104
HighTower Advisors
Illinois
$2.57M +$81.9K +997 +3%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.39M -$6.3K -77 -0.3%
JPMPWA
106
J.P. Morgan Private Wealth Advisors
California
$2.34M +$489K +5,982 +27%
OQS
107
Occudo Quantitative Strategies
Florida
$2.29M +$2.29M +27,998 New
Osaic Holdings
108
Osaic Holdings
Arizona
$2.21M +$261K +3,186 +13%
CSS
109
Cubist Systematic Strategies
Connecticut
$2.13M +$863K +10,556 +68%
HA
110
Harbor Advisors
Florida
$2.05M – – –
IWA
111
Intercontinental Wealth Advisors
Texas
$2.03M +$9.73K +119 +0.5%
Tudor Investment Corp
112
Tudor Investment Corp
Connecticut
$1.9M -$3.34M -40,793 -64%
GTCM
113
Gyon Technologies Capital Management
New Jersey
$1.88M -$100K -1,224 -5%
Connor, Clark & Lunn Investment Management (CC&L)
114
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.87M -$1.14M -13,931 -38%
US Bancorp
115
US Bancorp
Minnesota
$1.87M +$53.8K +657 +3%
RFC
116
Regions Financial Corp
Alabama
$1.81M +$32.2K +394 +2%
NIPH
117
NN Investment Partners Holdings
Netherlands
$1.73M – – –
Barclays
118
Barclays
United Kingdom
$1.72M -$2.45M -29,983 -59%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$1.72M +$10.2K +125 +0.6%
Skandinaviska Enskilda Banken (SEB)
120
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.7M – – –
CF
121
CNA Financial
Illinois
$1.7M – – –
WG
122
Winton Group
United Kingdom
$1.7M -$260K -3,177 -13%
WT
123
Whittier Trust
California
$1.69M +$105K +1,280 +7%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$1.69M -$153K -1,871 -8%
DC
125
Davenport & Co
Virginia
$1.64M +$1.64M +20,092 New
3 4
5
6 7