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Houlihan Lokey
HLI

Overview Fund Activity

308 hedge funds and large institutions have $4.76B invested in Houlihan Lokey in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
38
Increased
120
Reduced
103
Closed
29
Calls
$7.29M
Puts
$3.93M
Net Calls
+$3.36M
Net Calls Change
+$3.69M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$44.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$28.9M
3
NA
3
NewEdge Advisors
Louisiana
$22.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$90.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$114M
2
BlackRock
2
BlackRock
New York
$382M
3
RA
3
Royce & Associates
New York
$32M
4
Ameriprise
4
Ameriprise
Minnesota
$108M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$2M +$71.1K +772 +4%
WT
127
Whittier Trust
California
$1.99M +$82.5K +896 +4%
CF
128
CNA Financial
Illinois
$1.92M +$9.21K +100 +0.5%
Skandinaviska Enskilda Banken (SEB)
129
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.88M -$36.8K -400 -2%
LPL Financial
130
LPL Financial
California
$1.86M +$333K +3,619 +22%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$1.85M -$47.6K -517 -3%
SCP
132
Seizert Capital Partners
Michigan
$1.83M +$1.83M +19,823 New
CC
133
Cannell & Co
New York
$1.81M – – –
Aviva
134
Aviva
United Kingdom
$1.75M +$1.75M +18,969 New
AWM
135
Avior Wealth Management
Nebraska
$1.7M – – –
Axa
136
Axa
France
$1.66M +$866K +9,400 +109%
TFCM
137
Taylor Frigon Capital Management
Arizona
$1.65M +$47.5K +516 +3%
RG
138
Renaissance Group
Kentucky
$1.63M -$19.8K -215 -1%
MIM
139
MetLife Investment Management
New Jersey
$1.62M -$82.7K -898 -5%
NIPH
140
NN Investment Partners Holdings
Netherlands
$1.61M -$341K -3,700 -17%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$1.59M +$45.4K +490 +3%
BF
142
BOK Financial
Oklahoma
$1.56M +$1.56M +16,957 New
WG
143
Winton Group
United Kingdom
$1.56M -$354K -3,840 -19%
Squarepoint
144
Squarepoint
New York
$1.51M -$1.84M -20,014 -55%
Prudential Financial
145
Prudential Financial
New Jersey
$1.5M +$5.93K +65 +0.4%
AWM
146
AE Wealth Management
Kansas
$1.5M +$354K +3,841 +31%
TFA
147
Teamwork Financial Advisors
Texas
$1.47M +$334K +3,628 +29%
AIP
148
Ameritas Investment Partners
Nebraska
$1.45M -$14.4K -156 -1%
MML Investors Services
149
MML Investors Services
Massachusetts
$1.43M +$137K +1,484 +11%
AI
150
Atria Investments
North Carolina
$1.4M -$70.4K -764 -5%
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6
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