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Houlihan Lokey
HLI

Overview Fund Activity

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$172M
2
Millennium Management
Millennium Management
New York
$88.7M
3
Capital International Investors
Capital International Investors
California
$49.7M
4
Brown Advisory
Brown Advisory
Maryland
$36.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.2M

Top Sellers

1
BlackRock
BlackRock
New York
$310M
2
EARNEST Partners
EARNEST Partners
Georgia
$304M
3
Bank of America
Bank of America
North Carolina
$104M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$12M
5
AllianceBernstein
AllianceBernstein
Tennessee
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
126
Davenport & Co
Virginia
$1.77M -$1.57K -16 -0.1%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$1.75M -$97.2K -988 -5%
IWA
128
Intercontinental Wealth Advisors
Texas
$1.66M -$1.97K -20 -0.1%
Principal Financial Group
129
Principal Financial Group
Iowa
$1.6M -$570K -5,803 -26%
BHPW
130
Beverly Hills Private Wealth
California
$1.56M +$774K +7,719 +99%
TFCM
131
Taylor Frigon Capital Management
Arizona
$1.55M -$57.1K -581 -4%
GWM
132
Geneos Wealth Management
Colorado
$1.53M +$88.4K +899 +6%
IMRF
133
Illinois Municipal Retirement Fund
Illinois
$1.46M -$401K -4,083 -22%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$1.46M -$2.63M -26,780 -64%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$1.43M -$27.4K -279 -2%
ASRS
136
Arizona State Retirement System
Arizona
$1.4M -$22.5K -229 -2%
NA
137
NewEdge Advisors
Louisiana
$1.33M -$122K -1,236 -8%
AI
138
Atria Investments
North Carolina
$1.32M -$55.7K -567 -4%
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$1.27M -$149K -1,520 -10%
VIM
140
VELA Investment Management
Ohio
$1.27M – – –
HSBC Holdings
141
HSBC Holdings
United Kingdom
$1.26M +$1.26M +12,762 New
Daiwa Securities Group
142
Daiwa Securities Group
Japan
$1.24M +$1.24M +12,651 New
Canada Life
143
Canada Life
Manitoba, Canada
$1.21M +$100K +1,018 +9%
CC
144
Cannell & Co
New York
$1.2M -$302K -3,075 -20%
CAM
145
Cresset Asset Management
Illinois
$1.19M +$503K +5,113 +73%
AWM
146
Avior Wealth Management
Nebraska
$1.18M -$132K -1,340 -10%
ZIG
147
Zurich Insurance Group
Switzerland
$1.17M – – –
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$1.16M +$23.1K +235 +2%
PAS
149
Park Avenue Securities
New York
$1.16M +$96.7K +983 +9%
EAM
150
EFG Asset Management
Oregon
$1.12M -$66.2K -673 -6%
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