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Houlihan Lokey
HLI

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.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $1.44M

13% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 120

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

0.55% more ownership

Funds ownership: 98.72% → 99.27% (+0.55%)

0% less funds holding

Funds holding: 344 → 343 (-1)

15% less capital invested

Capital invested by funds: $5.21B → $4.42B (-$788M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
343
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.41%
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
Schroder Investment Management Group
United Kingdom
+$30M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$26.7M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$15.6M
4
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
+$12.2M
5
Goldman Sachs
Goldman Sachs
New York
+$11.9M

Top Sellers

1
VBA
Van Berkom & Associates
Quebec, Canada
-$36.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$32.7M
3
BlackRock
BlackRock
New York
-$19.3M
4
FMI
Fiduciary Management Inc
Wisconsin
-$15.9M
5
Ameriprise
Ameriprise
Minnesota
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
101
FineMark National Bank & Trust
Florida
$3.77M +$193K +1,871 +5%
ACM
102
Argent Capital Management
Missouri
$3.71M +$24.4K +237 +0.6%
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$3.7M +$90K +874 +2%
OAM
104
Oppenheimer Asset Management
New York
$3.69M -$10.1K -98 -0.2%
LPL Financial
105
LPL Financial
California
$3.63M +$1.66M +16,119 +64%
PA
106
Paragon Advisors
Texas
$3.6M +$2.55M +24,795 +153%
SGI
107
Summit Global Investments
Utah
$3.58M -$489K -4,745 -10%
GPGA
108
Grandeur Peak Global Advisors
Utah
$3.57M -$273K -2,649 -6%
WLPWM
109
Walled Lake Planning & Wealth Management
Illinois
$3.57M +$78.5K +762 +2%
PAMS
110
Pictet Asset Management (Switzerland)
Switzerland
$3.56M -$1.63M -15,873 -28%
Fiera Capital (Canada)
111
Fiera Capital (Canada)
Quebec, Canada
$3.54M -$138K -1,343 -3%
ACM
112
AlphaCrest Capital Management
New York
$3.38M +$1.79M +17,402 +83%
TC
113
TwinBeech Capital
New York
$3.32M +$3.57M +34,698 +1,130%
Truist Financial
114
Truist Financial
North Carolina
$3.3M +$344K +3,338 +10%
OSIA
115
O'Shares Investment Advisers
Massachusetts
$3.26M +$205K +1,995 +6%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$3.21M -$2.08M -20,212 -36%
SCP
117
Seizert Capital Partners
Michigan
$3.04M +$2.99K +29 +0.1%
WC
118
Weil Company
California
$3.03M -$2.17M -21,124 -38%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$3M +$1.13M +10,955 +47%
GC
120
Gillson Capital
Illinois
$2.87M +$3.37M +32,733 New
EGM
121
Engineers Gate Manager
New York
$2.83M +$1.3M +12,647 +65%
Osaic Holdings
122
Osaic Holdings
Arizona
$2.72M +$28.8K +280 +0.9%
Swedbank
123
Swedbank
Sweden
$2.63M -$515K -5,000 -14%
HighTower Advisors
124
HighTower Advisors
Illinois
$2.61M +$48.8K +474 +2%
US Bancorp
125
US Bancorp
Minnesota
$2.54M +$344K +3,344 +13%
3 4
5
6 7

HLI Hedge Fund Activity: Q1 2022 in Review

343 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2022, worth a combined $4.42B — down 15% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HLI positions and 46 closed out — a net gain of 1 holder — while 136 added to existing stakes and 120 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $30M. The largest seller was Van Berkom & Associates, cutting an estimated $36.2M.

  • 343 institutional investors held Houlihan Lokey (HLI) as of Q1 2022, down from 344 in Q4 2021.
  • Funds reported $4.42B of Houlihan Lokey stock for Q1 2022, down 15% quarter-over-quarter.
  • 47 funds opened new Houlihan Lokey positions in Q1 2022 and 46 closed out, a net change of +1 holder.
  • The largest Houlihan Lokey buyer in Q1 2022 was Schroder Investment Management Group, an estimated $30M added.
  • The largest Houlihan Lokey seller in Q1 2022 was Van Berkom & Associates, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2022.