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Houlihan Lokey
HLI

Overview Fund Activity

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$289M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$129M
4
Millennium Management
4
Millennium Management
New York
$11.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$42M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$123M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$358M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$62.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
151
AlphaSimPlex Group
Massachusetts
$1.03M -$1.57M -19,174 -60%
AWM
152
AE Wealth Management
Kansas
$1.02M -$26.8K -328 -3%
TFA
153
Teamwork Financial Advisors
Texas
$1.01M -$26.7K -327 -3%
OAM
154
Origin Asset Management
United Kingdom
$995K +$995K +12,166 New
HFS
155
Haverford Financial Services
Pennsylvania
$994K +$994K +12,155 New
CIA
156
Capital Impact Advisors
Massachusetts
$976K +$976K +11,937 New
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$950K -$53.1K -649 -5%
Acadian Asset Management
158
Acadian Asset Management
Massachusetts
$950K +$77.3K +945 +9%
GWM
159
Geneos Wealth Management
Colorado
$913K -$345K -4,199 -27%
MAM
160
Martingale Asset Management
Massachusetts
$910K -$7.86K -96 -0.9%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$895K +$895K +10,948 New
AQR Capital Management
162
AQR Capital Management
Connecticut
$821K -$929K -11,368 -53%
AB
163
Amalgamated Bank
New York
$777K +$174K +2,124 +29%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$774K +$172K +2,100 +29%
HF
165
HRT Financial
New York
$760K +$760K +9,296 New
E
166
Ergoteles
New York
$723K +$723K +8,843 New
Baird Financial Group
167
Baird Financial Group
Wisconsin
$713K +$713K +8,719 New
ACI
168
AMP Capital Investors
Australia
$707K +$167K +2,046 +31%
Axa
169
Axa
France
$703K – – –
IMRF
170
Illinois Municipal Retirement Fund
Illinois
$698K – – –
SG Americas Securities
171
SG Americas Securities
New York
$685K -$173K -2,121 -20%
WTC
172
WhitTier Trust Company
Nevada
$678K +$12.9K +158 +2%
GC
173
Guggenheim Capital
Illinois
$670K +$670K +8,195 New
EGM
174
Engineers Gate Manager
New York
$663K +$326K +3,985 +97%
CB
175
Commerce Bank
Missouri
$662K -$3.68K -45 -0.6%
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