HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

308 hedge funds and large institutions have $4.76B invested in Houlihan Lokey in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 29 closing their positions.

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
38
Increased
120
Reduced
103
Closed
29
Calls
$7.29M
Puts
$3.93M
Net Calls
+$3.36M
Net Calls Change
+$3.69M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$44.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$28.9M
3
NA
3
NewEdge Advisors
Louisiana
$22.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$90.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$114M
2
BlackRock
2
BlackRock
New York
$382M
3
RA
3
Royce & Associates
New York
$32M
4
Ameriprise
4
Ameriprise
Minnesota
$108M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWCI
151
Alpine Woods Capital Investors
New York
$1.38M +$22.7K +247 +2%
GT
152
Glenmede Trust
Pennsylvania
$1.35M +$39.5K +429 +3%
State Board of Administration of Florida Retirement System
153
State Board of Administration of Florida Retirement System
Florida
$1.3M +$88K +955 +7%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$1.29M +$18.6K +202 +1%
ASRS
155
Arizona State Retirement System
Arizona
$1.29M – – –
Twin Tree Management
156
Twin Tree Management
Texas
$1.27M +$1.27M +13,791 New
Fidelity International
157
Fidelity International
Bermuda
$1.24M – – –
MLICM
158
Metropolitan Life Insurance Company (MetLife)
New York
$1.23M -$62.4K -677 -5%
JCIA
159
Jackson Creek Investment Advisors
Colorado
$1.18M +$10.3K +112 +0.9%
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$1.17M +$837K +9,088 +254%
Janus Henderson Group
161
Janus Henderson Group
United Kingdom
$1.14M +$581K +6,313 +104%
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$1.13M +$56.5K +612 +5%
HFS
163
Haverford Financial Services
Pennsylvania
$1.12M – – –
GWM
164
Geneos Wealth Management
Colorado
$1.12M +$76.3K +816 +7%
CIA
165
Capital Impact Advisors
Massachusetts
$1.1M – – –
Holocene Advisors
166
Holocene Advisors
New York
$1.09M -$4.24M -46,087 -80%
OQS
167
Occudo Quantitative Strategies
Florida
$1.09M -$1.49M -16,155 -58%
PI
168
PEAK6 Investments
Illinois
$1.08M +$1.08M +11,738 New
ProShare Advisors
169
ProShare Advisors
Maryland
$1.01M -$237K -2,571 -19%
Principal Financial Group
170
Principal Financial Group
Iowa
$912K +$174K +1,892 +24%
GC
171
Guggenheim Capital
Illinois
$893K +$138K +1,496 +18%
Handelsbanken Fonder
172
Handelsbanken Fonder
Sweden
$871K – – –
AQR Capital Management
173
AQR Capital Management
Connecticut
$839K -$86.3K -937 -9%
AB
174
Amalgamated Bank
New York
$809K -$65.4K -710 -7%
PP
175
Prudential plc
United Kingdom
$798K +$798K +8,666 New
5 6
7
8 9