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Houlihan Lokey
HLI

Overview Fund Activity

328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.

Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$27.6M
2
VCM
2
Vigilant Capital Management
Maine
$22.5M
3
Ameriprise
3
Ameriprise
Minnesota
$83.6M
4
Macquarie Group
4
Macquarie Group
Australia
$32.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$103M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$6.49M
2
BlackRock
2
BlackRock
New York
$352M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$10M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$86.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
101
PDT Partners
New York
$2.62M 29,961 +17,353 +138%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$2.62M 29,954 +7,574 +34%
LPL Financial
103
LPL Financial
California
$2.62M 29,935 +2,484 +9%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$2.62M 29,934 +15,040 +101%
Osaic Holdings
105
Osaic Holdings
Arizona
$2.58M 29,478 +492 +2%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$2.52M 28,794 – –
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$2.5M 28,567 +28,042 +5,341%
US Bancorp
108
US Bancorp
Minnesota
$2.43M 27,774 +859 +3%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$2.38M 27,198 +529 +2%
WT
110
Whittier Trust
California
$2.35M 26,848 +420 +2%
MIM
111
MetLife Investment Management
New Jersey
$2.33M 26,647 +437 +2%
Barclays
112
Barclays
United Kingdom
$2.25M 25,720 +2,660 +12%
HA
113
Harbor Advisors
Florida
$2.19M 25,000 – –
HighTower Advisors
114
HighTower Advisors
Illinois
$2.16M 24,836 -2,454 -9%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$2.16M 24,640 +935 +4%
AIG
116
American International Group
New York
$2.15M 24,527 +864 +4%
Assenagon Asset Management
117
Assenagon Asset Management
Luxembourg
$2.08M 23,721 +23,721 New
American Century Companies
118
American Century Companies
Missouri
$1.97M 22,567 -16,150 -42%
HI
119
HBK Investments
Texas
$1.97M 22,512 +22,512 New
RFC
120
Regions Financial Corp
Alabama
$1.94M 22,212 +597 +3%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$1.94M 22,209 -5,653 -20%
Mirae Asset Global Investments
122
Mirae Asset Global Investments
South Korea
$1.94M 22,185 +672 +3%
Principal Financial Group
123
Principal Financial Group
Iowa
$1.93M 22,045 -3,720 -14%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$1.81M 20,331 +861 +4%
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.77M 20,219 +116 +0.6%
3 4
5
6 7