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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$46.8M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$289M
3
Morgan Stanley
3
Morgan Stanley
New York
$34M
4
Ameriprise
4
Ameriprise
Minnesota
$74.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.38M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$66K
2
NA
2
NewEdge Advisors
Louisiana
$3.19M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$374K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$29.7M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
101
Deutsche Bank
Germany
$2.38M 30,146 -101,335 -77%
US Bancorp
102
US Bancorp
Minnesota
$2.32M 29,338 +383 +1%
HighTower Advisors
103
HighTower Advisors
Illinois
$2.3M 29,187 -605 -2%
Lazard Asset Management
104
Lazard Asset Management
New York
$2.29M 29,045 -41,524 -59%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$2.27M 28,794 – –
JPMPWA
106
J.P. Morgan Private Wealth Advisors
California
$2.27M 28,700 -42,748 -60%
LPL Financial
107
LPL Financial
California
$2.14M 27,107 -14,215 -34%
MIM
108
MetLife Investment Management
New Jersey
$2.06M 26,046 -1,215 -4%
Los Angeles Capital Management
109
Los Angeles Capital Management
California
$2.05M 25,919 -16,224 -38%
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$2.02M 25,563 +25,563 New
HA
111
Harbor Advisors
Florida
$1.97M 25,000 – –
VIA
112
Vident Investment Advisory
Georgia
$1.97M 25,009 +2,023 +9%
WT
113
Whittier Trust
California
$1.96M 24,883 +413 +2%
Aviva
114
Aviva
United Kingdom
$1.93M 24,483 +2,137 +10%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$1.93M 24,388 +1,159 +5%
AIG
116
American International Group
New York
$1.88M 23,875 -1,492 -6%
PA
117
Paragon Advisors
Texas
$1.87M 23,639 -17,381 -42%
PAMS
118
Pictet Asset Management (Switzerland)
Switzerland
$1.73M 21,967 -18,553 -46%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$1.67M 21,156 -32,983 -61%
RFC
120
Regions Financial Corp
Alabama
$1.67M 21,147 -3,141 -13%
GPGA
121
Grandeur Peak Global Advisors
Utah
$1.66M 21,083 -19,581 -48%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$1.66M 20,994 -347 -2%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64M 20,800 -338 -2%
RG
124
Renaissance Group
Kentucky
$1.6M 20,246 +763 +4%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$1.54M 19,489 -675 -3%
3 4
5
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