HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

308 hedge funds and large institutions have $4.76B invested in Houlihan Lokey in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 29 closing their positions.

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
38
Increased
120
Reduced
103
Closed
29
Calls
$7.29M
Puts
$3.93M
Net Calls
+$3.36M
Net Calls Change
+$3.69M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$44.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$28.9M
3
NA
3
NewEdge Advisors
Louisiana
$22.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$90.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$114M
2
BlackRock
2
BlackRock
New York
$382M
3
RA
3
Royce & Associates
New York
$32M
4
Ameriprise
4
Ameriprise
Minnesota
$108M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$117M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$3.04M 33,042 +362 +1%
IP
102
Interval Partners
New York
$2.99M 32,506 -27,926 -46%
HighTower Advisors
103
HighTower Advisors
Illinois
$2.97M 32,404 +1,150 +4%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$2.97M 32,190 +3,639 +13%
Osaic Holdings
105
Osaic Holdings
Arizona
$2.82M 30,635 +3,664 +14%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$2.8M 30,423 -3,847 -11%
SG Americas Securities
107
SG Americas Securities
New York
$2.68M 29,049 +20,669 +247%
BCI
108
Brinker Capital Investments
Pennsylvania
$2.63M 32,167 – –
Acadian Asset Management
109
Acadian Asset Management
Massachusetts
$2.6M 28,216 +16,602 +143%
AIG
110
American International Group
New York
$2.58M 27,966 -1,144 -4%
Tudor Investment Corp
111
Tudor Investment Corp
Connecticut
$2.51M 27,236 +4,005 +17%
MAM
112
Martingale Asset Management
Massachusetts
$2.46M 26,708 +15,593 +140%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$2.45M 26,589 +17,870 +205%
Barclays
114
Barclays
United Kingdom
$2.43M 26,430 +5,437 +26%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.39M 25,930 -3,232 -11%
Millennium Management
116
Millennium Management
New York
$2.39M 25,916 -118,758 -82%
VRS
117
Virginia Retirement Systems
Virginia
$2.34M 25,400 +25,400 New
HA
118
Harbor Advisors
Florida
$2.3M 25,000 – –
WI
119
WBI Investments
New Jersey
$2.27M 27,041 +23,233 +610%
Citigroup
120
Citigroup
New York
$2.21M 23,990 +6,639 +38%
DC
121
Davenport & Co
Virginia
$2.2M 23,931 +3,839 +19%
US Bancorp
122
US Bancorp
Minnesota
$2.15M 23,359 +540 +2%
RFC
123
Regions Financial Corp
Alabama
$2.14M 23,284 +1,170 +5%
IWA
124
Intercontinental Wealth Advisors
Texas
$2.14M 23,240 -1,591 -6%
HF
125
HRT Financial
New York
$2.04M 22,113 +12,817 +138%
3 4
5
6 7