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Houlihan Lokey
HLI

Overview Fund Activity

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$254M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$16.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$19.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$531M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$11.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
4
Atlanta Capital Management
Georgia
$52M
5
BlackRock
5
BlackRock
New York
$403M
Name Market Value Shares Shares
Change 		Shares
Change %
GPGA
101
Grandeur Peak Global Advisors
Utah
$4.48M 43,313 -43,151 -50%
TPM
102
Triasima Portfolio Management
Quebec, Canada
$4.48M 43,280 -4,760 -10%
SO
103
STRS Ohio
Ohio
$4.42M 42,700 -8,100 -16%
OAM
104
Oppenheimer Asset Management
New York
$4.37M 42,186 +3,247 +8%
ACM
105
Argent Capital Management
Missouri
$4.35M 42,046 +653 +2%
Fiera Capital (Canada)
106
Fiera Capital (Canada)
Quebec, Canada
$4.32M 41,693 +41,693 New
ECM
107
ExodusPoint Capital Management
New York
$4.29M 41,453 +41,453 New
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$4.27M 41,269 +38,229 +1,258%
FNBT
109
FineMark National Bank & Trust
Florida
$4.25M 41,088 +188 +0.5%
WLPWM
110
Walled Lake Planning & Wealth Management
Illinois
$4.13M 39,871 -1,386 -3%
OSIA
111
O'Shares Investment Advisers
Massachusetts
$3.64M 35,166 +1,026 +3%
Swedbank
112
Swedbank
Sweden
$3.61M 35,000 – –
SCP
113
Seizert Capital Partners
Michigan
$3.58M 34,617 +14,794 +75%
Truist Financial
114
Truist Financial
North Carolina
$3.55M 34,298 -5,223 -13%
MIP
115
Mondrian Investment Partners
United Kingdom
$3.47M 33,542 -24,393 -42%
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$3.24M 31,298 -892 -3%
Osaic Holdings
117
Osaic Holdings
Arizona
$3.23M 31,181 +546 +2%
HighTower Advisors
118
HighTower Advisors
Illinois
$3.03M 29,318 -3,086 -10%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$2.98M 28,794 -1,629 -5%
AIG
120
American International Group
New York
$2.81M 27,153 -813 -3%
CG
121
Castellan Group
Kentucky
$2.8M 27,070 +27,070 New
OQS
122
Occudo Quantitative Strategies
Florida
$2.78M 26,845 +15,002 +127%
Citigroup
123
Citigroup
New York
$2.7M 26,070 +2,080 +9%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$2.66M 25,736 -853 -3%
US Bancorp
125
US Bancorp
Minnesota
$2.65M 25,611 +2,252 +10%
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