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Houlihan Lokey
HLI

Overview Fund Activity

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$172M
2
Millennium Management
2
Millennium Management
New York
$88.7M
3
Capital International Investors
3
Capital International Investors
California
$49.7M
4
Brown Advisory
4
Brown Advisory
Maryland
$36.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$310M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$304M
3
Bank of America
3
Bank of America
North Carolina
$104M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$12M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$252M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$3.57M 36,363 -3,904 -10%
Fiera Capital (Canada)
102
Fiera Capital (Canada)
Quebec, Canada
$3.54M 36,032 -2,183 -6%
EP
103
Edgestream Partners
New Jersey
$3.45M 35,111 +35,111 New
ECM
104
ExodusPoint Capital Management
New York
$3.42M 34,754 -9,631 -22%
LPL Financial
105
LPL Financial
California
$3.04M 30,919 +984 +3%
PP
106
PDT Partners
New York
$2.95M 29,957 -4 -0%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$2.94M 29,854 -3,728 -11%
Osaic Holdings
108
Osaic Holdings
Arizona
$2.92M 29,724 +246 +0.8%
US Bancorp
109
US Bancorp
Minnesota
$2.85M 29,020 +1,246 +4%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$2.83M 28,794 – –
WTC
111
WhitTier Trust Company
Nevada
$2.68M 27,220 +13,527 +99%
HA
112
Harbor Advisors
Florida
$2.46M 25,000 – –
HighTower Advisors
113
HighTower Advisors
Illinois
$2.45M 24,897 +61 +0.2%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$2.37M 24,149 -5,785 -19%
Citigroup
115
Citigroup
New York
$2.33M 23,735 +14,570 +159%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$2.21M 22,519 -2,121 -9%
RFC
117
Regions Financial Corp
Alabama
$2.19M 22,263 +51 +0.2%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$2.17M 22,113 +4,841 +28%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$2.14M 21,720 +21,720 New
MML Investors Services
120
MML Investors Services
Massachusetts
$2.05M 20,866 +3,723 +22%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$1.98M 20,174 -2,035 -9%
AIMCA
122
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.88M 19,119 +10,769 +129%
American Century Companies
123
American Century Companies
Missouri
$1.87M 19,053 -3,514 -16%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$1.86M 18,909 -8,289 -30%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$1.82M 18,431 -1,900 -9%
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5
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