HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K

Top Buyers

1
BlackRock
1
BlackRock
New York
$392M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$248M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$90.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.16M
2
Millennium Management
2
Millennium Management
New York
$220K
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
AI
4
Ariel Investments
Illinois
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
126
Intercontinental Wealth Advisors
Texas
$1.48M -$72.6K -833 -5%
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$1.47M +$266K +3,054 +22%
MAM
128
Martingale Asset Management
Massachusetts
$1.47M -$85.2K -977 -5%
TFCM
129
Taylor Frigon Capital Management
Arizona
$1.46M -$83.1K -953 -5%
AIP
130
Ameritas Investment Partners
Nebraska
$1.41M +$7.82K +87 +0.6%
AI
131
Atria Investments
North Carolina
$1.34M +$126K +1,451 +10%
CC
132
Cannell & Co
New York
$1.34M – – –
Los Angeles Capital Management
133
Los Angeles Capital Management
California
$1.33M -$123K -1,406 -8%
Prudential Financial
134
Prudential Financial
New Jersey
$1.31M -$2.7K -31 -0.2%
Janus Henderson Group
135
Janus Henderson Group
United Kingdom
$1.3M -$1.28M -14,732 -50%
ASRS
136
Arizona State Retirement System
Arizona
$1.22M +$49.9K +572 +4%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$1.21M -$1.14M -13,032 -49%
Jane Street
138
Jane Street
New York
$1.18M +$1.18M +13,493 New
AWM
139
Avior Wealth Management
Nebraska
$1.17M – – –
LWAC
140
Laurel Wealth Advisors (California)
California
$1.15M -$89.5K -1,027 -7%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$1.15M +$228K +2,617 +25%
WTC
142
WhitTier Trust Company
Nevada
$1.13M -$50.2K -576 -4%
EAM
143
EFG Asset Management
Oregon
$1.13M +$1.13M +12,713 New
PP
144
PDT Partners
New York
$1.1M -$2.01K -23 -0.2%
Walleye Capital
145
Walleye Capital
New York
$1.07M -$167K -1,915 -13%
Bank of Nova Scotia
146
Bank of Nova Scotia
Ontario, Canada
$1.06M +$1.06M +12,162 New
HSBC Holdings
147
HSBC Holdings
United Kingdom
$1.05M +$1.05M +12,119 New
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$1.03M +$185K +2,120 +22%
DTL
149
Dynamic Technology Lab
Singapore
$1.01M +$1.01M +11,550 New
PP
150
Prudential plc
United Kingdom
$983K -$67.3K -772 -6%
4 5
6
7 8