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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.4M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$55.7M
4
Millennium Management
4
Millennium Management
New York
$40.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.7M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$5.47M
4
Goldman Sachs
4
Goldman Sachs
New York
$25M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SSA
101
Schonfeld Strategic Advisors
New York
$2.26M 30,000 +30,000 New
Osaic Holdings
102
Osaic Holdings
Arizona
$2.23M 29,627 -2,614 -8%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$2.23M 29,626 +14,925 +102%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$2.17M 28,794 – –
HighTower Advisors
105
HighTower Advisors
Illinois
$2.13M 28,256 -931 -3%
LPL Financial
106
LPL Financial
California
$2.1M 27,821 +714 +3%
Two Sigma Advisers
107
Two Sigma Advisers
New York
$2.08M 27,600 +17,000 +160%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$2.05M 27,229 -1,471 -5%
MIM
109
MetLife Investment Management
New Jersey
$2.05M 27,146 +1,100 +4%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$2.02M 26,862 +13,038 +94%
US Bancorp
111
US Bancorp
Minnesota
$1.98M 26,248 -3,090 -11%
WT
112
Whittier Trust
California
$1.98M 26,232 +1,349 +5%
Fiera Capital (Canada)
113
Fiera Capital (Canada)
Quebec, Canada
$1.92M 38,486 -958 -2%
Lazard Asset Management
114
Lazard Asset Management
New York
$1.9M 25,192 -3,853 -13%
HA
115
Harbor Advisors
Florida
$1.89M 25,000 – –
Deutsche Bank
116
Deutsche Bank
Germany
$1.87M 24,790 -5,356 -18%
AIG
117
American International Group
New York
$1.79M 23,749 -126 -0.5%
Squarepoint
118
Squarepoint
New York
$1.73M 22,950 +14,436 +170%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$1.7M 22,546 -1,357,648 -98%
RFC
120
Regions Financial Corp
Alabama
$1.7M 22,523 +1,376 +7%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$1.62M 21,513 +6,460 +43%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M 20,469 -331 -2%
Aviva
123
Aviva
United Kingdom
$1.51M 20,018 -4,465 -18%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$1.47M 19,491 +2 +0%
MML Investors Services
125
MML Investors Services
Massachusetts
$1.45M 19,285 +1,684 +10%
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5
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