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Houlihan Lokey
HLI

Overview Fund Activity

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$173M
2
Millennium Management
2
Millennium Management
New York
$22M
3
Fidelity International
3
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$2.12M +$746K +6,917 +54%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$2.09M +$66.6K +607 +3%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$2.06M -$101K -942 -5%
KCM
129
Kennedy Capital Management
Missouri
$2M +$2M +18,645 New
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$1.97M +$1.97M +18,400 New
DC
131
Davenport & Co
Virginia
$1.96M +$37.3K +348 +2%
AI
132
Atria Investments
North Carolina
$1.95M +$516K +4,814 +36%
JPMPWA
133
J.P. Morgan Private Wealth Advisors
California
$1.93M -$100K -934 -5%
American Century Companies
134
American Century Companies
Missouri
$1.85M -$192K -1,797 -9%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1.8M -$109K -1,022 -6%
TFCM
136
Taylor Frigon Capital Management
Arizona
$1.7M +$8.25K +77 +0.5%
GWM
137
Geneos Wealth Management
Colorado
$1.67M +$7.28K +68 +0.4%
Canada Life
138
Canada Life
Manitoba, Canada
$1.63M +$325K +3,039 +25%
Citigroup
139
Citigroup
New York
$1.61M -$933K -8,708 -37%
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$1.6M -$11.7M -109,278 -88%
IMRF
141
Illinois Municipal Retirement Fund
Illinois
$1.59M – – –
State Board of Administration of Florida Retirement System
142
State Board of Administration of Florida Retirement System
Florida
$1.59M -$775K -7,234 -33%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$1.58M +$20.5K +191 +1%
Bank of Nova Scotia
144
Bank of Nova Scotia
Ontario, Canada
$1.56M +$1.56M +14,580 New
ASRS
145
Arizona State Retirement System
Arizona
$1.55M +$27.6K +258 +2%
Prudential Financial
146
Prudential Financial
New Jersey
$1.46M +$27.1K +253 +2%
CAM
147
Cresset Asset Management
Illinois
$1.43M +$131K +1,227 +10%
BA
148
Bridgewater Associates
Connecticut
$1.39M +$1.39M +12,934 New
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$1.36M +$438K +4,085 +47%
TC
150
TownSquare Capital
Utah
$1.36M +$219K +2,045 +19%
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