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Houlihan Lokey
HLI

Overview Fund Activity

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$254M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
$19.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$531M
5
CSS
Cubist Systematic Strategies
Connecticut
$11.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
Atlanta Capital Management
Georgia
$52M
5
BlackRock
BlackRock
New York
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
126
Duality Advisers
Florida
$2.64M +$2.64M +25,494 New
LPL Financial
127
LPL Financial
California
$2.61M +$518K +5,005 +25%
HA
128
Harbor Advisors
Florida
$2.59M – – –
RFC
129
Regions Financial Corp
Alabama
$2.47M +$60.6K +585 +3%
Aviva
130
Aviva
United Kingdom
$2.46M +$494K +4,771 +25%
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$2.41M +$2.14M +20,705 +805%
MAM
132
Martingale Asset Management
Massachusetts
$2.41M -$362K -3,495 -13%
WT
133
Whittier Trust
California
$2.31M +$76.1K +735 +3%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$2.27M +$19.3K +186 +0.9%
Axa
135
Axa
France
$2.18M +$321K +3,100 +17%
ACM
136
AlphaCrest Capital Management
New York
$2.18M +$2.18M +21,092 New
CC
137
Cannell & Co
New York
$2.03M – – –
CF
138
CNA Financial
Illinois
$2.02M -$136K -1,310 -6%
EGM
139
Engineers Gate Manager
New York
$2.02M +$1.69M +16,374 +518%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$2.01M -$65K -628 -3%
RG
141
Renaissance Group
Kentucky
$1.92M +$82.2K +794 +4%
DC
142
Davenport & Co
Virginia
$1.9M -$575K -5,558 -23%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$1.88M +$78.9K +751 +4%
TFCM
144
Taylor Frigon Capital Management
Arizona
$1.86M +$8.9K +86 +0.5%
IWA
145
Intercontinental Wealth Advisors
Texas
$1.85M -$561K -5,421 -23%
MIM
146
MetLife Investment Management
New Jersey
$1.82M – – –
SG Americas Securities
147
SG Americas Securities
New York
$1.78M -$1.22M -11,831 -41%
AWM
148
AE Wealth Management
Kansas
$1.69M +$7.25K +70 +0.4%
PA
149
Paragon Advisors
Texas
$1.68M +$1.68M +16,225 New
MML Investors Services
150
MML Investors Services
Massachusetts
$1.64M +$29.8K +288 +2%
4 5
6
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