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Houlihan Lokey
HLI

Overview Fund Activity

343 hedge funds and large institutions have $4.42B invested in Houlihan Lokey in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 120 reducing their positions, and 46 closing their positions.

Holders
343
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
136
Reduced
120
Closed
46
Calls
$2.92M
Puts
$1.44M
Net Calls
+$1.48M
Net Calls Change
-$4.65M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$49.6M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$39.1M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$13.3M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$10.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$47.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$65.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$763K
3
BlackRock
3
BlackRock
New York
$325M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$87M
5
Ameriprise
5
Ameriprise
Minnesota
$72.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FNBT
101
FineMark National Bank & Trust
Florida
$3.77M 42,959 +1,871 +5%
ACM
102
Argent Capital Management
Missouri
$3.71M 42,283 +237 +0.6%
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$3.7M 42,143 +874 +2%
OAM
104
Oppenheimer Asset Management
New York
$3.7M 42,088 -98 -0.2%
LPL Financial
105
LPL Financial
California
$3.63M 41,322 +16,119 +64%
PA
106
Paragon Advisors
Texas
$3.6M 41,020 +24,795 +153%
SGI
107
Summit Global Investments
Utah
$3.58M 40,724 -4,745 -10%
GPGA
108
Grandeur Peak Global Advisors
Utah
$3.57M 40,664 -2,649 -6%
WLPWM
109
Walled Lake Planning & Wealth Management
Illinois
$3.57M 40,633 +762 +2%
PAMS
110
Pictet Asset Management (Switzerland)
Switzerland
$3.56M 40,520 -15,873 -28%
Fiera Capital (Canada)
111
Fiera Capital (Canada)
Quebec, Canada
$3.54M 40,350 -1,343 -3%
ACM
112
AlphaCrest Capital Management
New York
$3.38M 38,494 +17,402 +83%
TC
113
TwinBeech Capital
New York
$3.32M 37,769 +34,698 +1,130%
Truist Financial
114
Truist Financial
North Carolina
$3.3M 37,636 +3,338 +10%
OSIA
115
O'Shares Investment Advisers
Massachusetts
$3.26M 37,161 +1,995 +6%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$3.21M 36,559 -20,212 -36%
SCP
117
Seizert Capital Partners
Michigan
$3.04M 34,646 +29 +0.1%
WC
118
Weil Company
California
$3.03M 34,535 -21,124 -38%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$3.01M 34,231 +10,955 +47%
GC
120
Gillson Capital
Illinois
$2.87M 32,733 +32,733 New
EGM
121
Engineers Gate Manager
New York
$2.83M 32,183 +12,647 +65%
Osaic Holdings
122
Osaic Holdings
Arizona
$2.72M 31,461 +280 +0.9%
Swedbank
123
Swedbank
Sweden
$2.63M 30,000 -5,000 -14%
HighTower Advisors
124
HighTower Advisors
Illinois
$2.61M 29,792 +474 +2%
US Bancorp
125
US Bancorp
Minnesota
$2.54M 28,955 +3,344 +13%
3 4
5
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