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Houlihan Lokey
HLI

Overview Fund Activity

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K

Top Buyers

1
BlackRock
1
BlackRock
New York
$392M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$248M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$90.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.16M
2
Millennium Management
2
Millennium Management
New York
$220K
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
AI
4
Ariel Investments
Illinois
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$2.32M 26,669 -560 -2%
WT
102
Whittier Trust
California
$2.3M 26,428 +196 +0.7%
MIM
103
MetLife Investment Management
New Jersey
$2.28M 26,210 -936 -3%
Principal Financial Group
104
Principal Financial Group
Iowa
$2.25M 25,765 +18,531 +256%
BC
105
Brookfield Corp
Ontario, Canada
$2.19M 25,160 +25,160 New
HA
106
Harbor Advisors
Florida
$2.18M 25,000 – –
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$2.07M 23,705 +1,159 +5%
AIG
108
American International Group
New York
$2.06M 23,663 -86 -0.4%
Barclays
109
Barclays
United Kingdom
$2.01M 23,060 +6,320 +38%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$1.95M 22,380 -36,014 -62%
Two Sigma Investments
111
Two Sigma Investments
New York
$1.92M 21,977 -12,746 -37%
RFC
112
Regions Financial Corp
Alabama
$1.88M 21,615 -908 -4%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$1.88M 19,470 -3,124 -14%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$1.88M 21,513 – –
Victory Capital Management
115
Victory Capital Management
Texas
$1.85M 21,197 +15,558 +276%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.75M 20,103 -366 -2%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$1.7M 19,491 – –
MML Investors Services
118
MML Investors Services
Massachusetts
$1.67M 19,169 -116 -0.6%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$1.66M 19,060 +4,919 +35%
IMRF
120
Illinois Municipal Retirement Fund
Illinois
$1.65M 18,964 – –
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1.65M 18,877 +134 +0.7%
RG
122
Renaissance Group
Kentucky
$1.59M 18,274 +275 +2%
GWM
123
Geneos Wealth Management
Colorado
$1.56M 17,929 +1,029 +6%
BF
124
BOK Financial
Oklahoma
$1.52M 17,460 -207 -1%
DC
125
Davenport & Co
Virginia
$1.51M 17,303 -1,264 -7%
3 4
5
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