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Houlihan Lokey
HLI

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

170% more call options, than puts

Call options by funds: $7.12M | Put options by funds: $2.63M

31% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 99

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.92B → $5.39B (+$476M)

2% more funds holding

Funds holding: 330 → 336 (+6)

0.64% less ownership

Funds ownership: 98.39% → 97.75% (-0.64%)

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.33%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.63M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$101M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$26.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$16.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$98.5M
2
Millennium Management
Millennium Management
New York
-$71.9M
3
Fidelity International
Fidelity International
Bermuda
-$28.8M
4
Morgan Stanley
Morgan Stanley
New York
-$15.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
101
LPL Financial
California
$3.73M +$404K +3,917 +13%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$3.5M +$287K +2,786 +9%
US Bancorp
103
US Bancorp
Minnesota
$3.46M +$338K +3,277 +11%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$3.4M +$3.27M +31,694 New
SSA
105
Schonfeld Strategic Advisors
New York
$3.36M +$2.81M +27,250 +657%
VI
106
Vestcor Inc
New Brunswick, Canada
$3.27M -$1.55M -15,039 -33%
BCIM
107
British Columbia Investment Management
British Columbia, Canada
$3.21M +$3.09M +30,000 New
HF
108
HRT Financial
New York
$3.19M -$9.83M -95,377 -76%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$3.08M – – –
WTC
110
WhitTier Trust Company
Nevada
$2.97M +$55.9K +542 +2%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$2.96M +$1.52M +14,697 +113%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$2.92M +$2.81M +27,252 New
RBA
113
Richard Bernstein Advisors
New York
$2.82M +$2.72M +26,349 New
Barclays
114
Barclays
United Kingdom
$2.7M -$1.79M -17,400 -41%
HA
115
Harbor Advisors
Florida
$2.68M – – –
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$2.59M +$1.24K +12 +0%
Daiwa Securities Group
117
Daiwa Securities Group
Japan
$2.57M +$1.17M +11,304 +89%
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$2.54M +$128K +1,237 +5%
Principal Financial Group
119
Principal Financial Group
Iowa
$2.52M +$750K +7,276 +45%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$2.38M +$51.6K +500 +2%
Corient Private Wealth
121
Corient Private Wealth
Florida
$2.31M +$2.22M +21,579 New
RFC
122
Regions Financial Corp
Alabama
$2.31M -$73.3K -711 -3%
AIMCA
123
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.29M +$230K +2,234 +12%
MML Investors Services
124
MML Investors Services
Massachusetts
$2.28M +$39.9K +387 +2%
Citadel Advisors
125
Citadel Advisors
Florida
$2.27M +$2.19M +21,218 New
3 4
5
6 7

HLI Hedge Fund Activity: Q3 2023 in Review

336 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2023, worth a combined $5.39B — up 9.7% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HLI positions and 40 closed out — a net gain of 12 holders — while 130 added to existing stakes and 99 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $101M. The largest seller was AllianceBernstein, cutting an estimated $98.5M.

  • 336 institutional investors held Houlihan Lokey (HLI) as of Q3 2023, up from 330 in Q2 2023.
  • Funds reported $5.39B of Houlihan Lokey stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 52 funds opened new Houlihan Lokey positions in Q3 2023 and 40 closed out, a net change of +12 holders.
  • The largest Houlihan Lokey buyer in Q3 2023 was Wellington Management Group, an estimated $101M added.
  • The largest Houlihan Lokey seller in Q3 2023 was AllianceBernstein, an estimated $98.5M sold.

Based on aggregated 13F filings for Q3 2023.