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Houlihan Lokey
HLI

Overview Fund Activity

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$289M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24M
3
FMI
Fiduciary Management Inc
Wisconsin
$129M
4
Millennium Management
Millennium Management
New York
$11.8M
5
ClearBridge Investments
ClearBridge Investments
New York
$42M

Top Sellers

1
VBA
Van Berkom & Associates
Quebec, Canada
$123M
2
TCM
TimesSquare Capital Management
New York
$0
3
BlackRock
BlackRock
New York
$358M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$62.3M
5
First Trust Advisors
First Trust Advisors
Illinois
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
126
Cannell & Co
New York
$1.6M -$40.9K -500 -2%
MIM
127
MetLife Investment Management
New Jersey
$1.51M -$130K -1,592 -8%
AWM
128
Avior Wealth Management
Nebraska
$1.51M -$191K -2,332 -11%
GC
129
Globeflex Capital
California
$1.47M -$131K -1,606 -8%
RG
130
Renaissance Group
Kentucky
$1.47M +$1.47M +17,933 New
TFCM
131
Taylor Frigon Capital Management
Arizona
$1.42M +$1.42M +17,374 New
Citigroup
132
Citigroup
New York
$1.42M -$5.05M -61,757 -78%
ACM
133
AlphaCrest Capital Management
New York
$1.4M -$1.95M -23,828 -58%
LPL Financial
134
LPL Financial
California
$1.36M +$173K +2,115 +15%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$1.35M -$184K -2,268 -12%
Prudential Financial
136
Prudential Financial
New Jersey
$1.34M -$17.1K -209 -1%
AI
137
Atria Investments
North Carolina
$1.31M +$1.31M +15,971 New
AIP
138
Ameritas Investment Partners
Nebraska
$1.3M -$11.3K -138 -0.9%
Balyasny Asset Management
139
Balyasny Asset Management
Illinois
$1.23M +$1.23M +15,076 New
AWCI
140
Alpine Woods Capital Investors
New York
$1.21M – – –
GT
141
Glenmede Trust
Pennsylvania
$1.16M -$14.2K -174 -1%
MML Investors Services
142
MML Investors Services
Massachusetts
$1.15M +$109K +1,330 +10%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$1.15M -$18.8K -230 -2%
ASRS
144
Arizona State Retirement System
Arizona
$1.15M -$76.4K -935 -6%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$1.13M +$679K +8,304 +151%
Jane Street
146
Jane Street
New York
$1.11M +$596K +7,291 +116%
ProShare Advisors
147
ProShare Advisors
Maryland
$1.1M -$29.1K -356 -3%
Fidelity International
148
Fidelity International
Bermuda
$1.1M +$20.4K +250 +2%
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$1.08M +$227K +2,777 +27%
JCIA
150
Jackson Creek Investment Advisors
Colorado
$1.04M -$115K -1,411 -10%
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