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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$49.4M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$55.7M
3
Millennium Management
3
Millennium Management
New York
$40.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$29.4M
5
BlackRock
5
BlackRock
New York
$287M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.7M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$5.47M
4
Goldman Sachs
4
Goldman Sachs
New York
$25M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMRF
126
Illinois Municipal Retirement Fund
Illinois
$1.43M – – –
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$1.41M +$1.17M +15,547 +486%
DC
128
Davenport & Co
Virginia
$1.4M +$12.4K +164 +0.9%
RG
129
Renaissance Group
Kentucky
$1.36M -$169K -2,247 -11%
MAM
130
Martingale Asset Management
Massachusetts
$1.34M -$75 -1 -0%
IWA
131
Intercontinental Wealth Advisors
Texas
$1.34M -$6.86K -91 -0.5%
TFCM
132
Taylor Frigon Capital Management
Arizona
$1.33M +$5.5K +73 +0.4%
BF
133
BOK Financial
Oklahoma
$1.33M +$167K +2,214 +14%
GWM
134
Geneos Wealth Management
Colorado
$1.27M +$46.4K +616 +4%
Barclays
135
Barclays
United Kingdom
$1.26M +$337K +4,466 +36%
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$1.26M -$698K -9,258 -36%
CF
137
CNA Financial
Illinois
$1.21M -$108K -1,435 -8%
AIP
138
Ameritas Investment Partners
Nebraska
$1.18M – – –
HSA
139
Hussman Strategic Advisors
Maryland
$1.17M – – –
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$1.17M +$694K +9,215 +148%
CC
141
Cannell & Co
New York
$1.16M – – –
Prudential Financial
142
Prudential Financial
New Jersey
$1.15M +$32.6K +428 +3%
LWAC
143
Laurel Wealth Advisors (California)
California
$1.07M +$210K +2,786 +24%
Walleye Capital
144
Walleye Capital
New York
$1.07M +$1.07M +14,223 New
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$1.07M +$438K +5,808 +70%
AI
146
Atria Investments
North Carolina
$1.05M -$49.5K -657 -4%
ET
147
Equitable Trust
Tennessee
$1.05M -$47.3K -628 -4%
State Board of Administration of Florida Retirement System
148
State Board of Administration of Florida Retirement System
Florida
$1.04M – – –
WTC
149
WhitTier Trust Company
Nevada
$1.02M +$76.1K +1,009 +8%
PAM
150
Panagora Asset Management
Massachusetts
$1.02M -$52.8K -700 -5%
4 5
6
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