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Houlihan Lokey
HLI

Overview Fund Activity

328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$27.6M
2
VCM
Vigilant Capital Management
Maine
$22.5M
3
Ameriprise
Ameriprise
Minnesota
$83.6M
4
Macquarie Group
Macquarie Group
Australia
$32.1M
5
ClearBridge Investments
ClearBridge Investments
New York
$103M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$6.49M
2
BlackRock
BlackRock
New York
$352M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$10M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$86.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$1.7M -$9.01K -103 -0.5%
I
127
InceptionR
California
$1.68M +$1.68M +19,154 New
IMRF
128
Illinois Municipal Retirement Fund
Illinois
$1.66M – – –
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$1.64M -$9.89K -113 -0.6%
Squarepoint
130
Squarepoint
New York
$1.63M +$834K +9,532 +105%
BC
131
Brookfield Corp
Ontario, Canada
$1.59M -$611K -6,980 -28%
DC
132
Davenport & Co
Virginia
$1.57M +$60.1K +687 +4%
RG
133
Renaissance Group
Kentucky
$1.54M -$63.6K -727 -4%
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$1.51M +$35K +400 +2%
MML Investors Services
135
MML Investors Services
Massachusetts
$1.5M -$177K -2,026 -11%
IWA
136
Intercontinental Wealth Advisors
Texas
$1.48M -$5.25K -60 -0.4%
TFCM
137
Taylor Frigon Capital Management
Arizona
$1.43M -$30.5K -349 -2%
CC
138
Cannell & Co
New York
$1.34M – – –
RJFSA
139
Raymond James Financial Services Advisors
Florida
$1.3M +$147K +1,681 +13%
PCM
140
Prana Capital Management
Connecticut
$1.3M -$1.54M -17,552 -54%
NA
141
NewEdge Advisors
Louisiana
$1.29M +$69.6K +795 +6%
GWM
142
Geneos Wealth Management
Colorado
$1.28M -$286K -3,273 -18%
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$1.27M +$234K +2,670 +23%
ASRS
144
Arizona State Retirement System
Arizona
$1.26M +$37.6K +430 +3%
AI
145
Atria Investments
North Carolina
$1.22M -$127K -1,450 -9%
WTC
146
WhitTier Trust Company
Nevada
$1.2M +$60.4K +690 +5%
AWM
147
Avior Wealth Management
Nebraska
$1.17M – – –
Prudential Financial
148
Prudential Financial
New Jersey
$1.16M -$22.2K -283 -2%
AIP
149
Ameritas Investment Partners
Nebraska
$1.15M -$222K -2,532 -16%
VIM
150
VELA Investment Management
Ohio
$1.13M +$606K +6,925 +116%
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