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Houlihan Lokey
HLI

Overview Fund Activity

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$254M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$16.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$19.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$531M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$11.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
4
Atlanta Capital Management
Georgia
$52M
5
BlackRock
5
BlackRock
New York
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$1.64M +$10.4K +100 +0.6%
BF
152
BOK Financial
Oklahoma
$1.63M -$126K -1,216 -7%
ProShare Advisors
153
ProShare Advisors
Maryland
$1.61M +$480K +4,639 +43%
TFA
154
Teamwork Financial Advisors
Texas
$1.59M -$66.4K -642 -4%
AQR Capital Management
155
AQR Capital Management
Connecticut
$1.55M +$609K +5,885 +65%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$1.53M +$76.8K +742 +5%
Janus Henderson Group
157
Janus Henderson Group
United Kingdom
$1.52M +$240K +2,318 +19%
GT
158
Glenmede Trust
Pennsylvania
$1.52M -$2.28K -22 -0.1%
AWM
159
Avior Wealth Management
Nebraska
$1.47M -$439K -4,246 -23%
State Board of Administration of Florida Retirement System
160
State Board of Administration of Florida Retirement System
Florida
$1.43M -$30.2K -292 -2%
NIPH
161
NN Investment Partners Holdings
Netherlands
$1.42M -$394K -3,806 -22%
AI
162
Atria Investments
North Carolina
$1.41M -$161K -1,557 -10%
ASRS
163
Arizona State Retirement System
Arizona
$1.41M -$38K -367 -3%
MLICM
164
Metropolitan Life Insurance Company (MetLife)
New York
$1.34M -$44.2K -427 -3%
GWM
165
Geneos Wealth Management
Colorado
$1.34M +$104K +1,006 +8%
AWCI
166
Alpine Woods Capital Investors
New York
$1.34M -$212K -2,049 -14%
Squarepoint
167
Squarepoint
New York
$1.3M -$395K -3,810 -23%
JCIA
168
Jackson Creek Investment Advisors
Colorado
$1.24M -$86.3K -834 -7%
CIA
169
Capital Impact Advisors
Massachusetts
$1.24M – – –
American Century Companies
170
American Century Companies
Missouri
$1.19M +$540K +5,211 +82%
KWILP
171
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.19M +$1.19M +11,444 New
E
172
Ergoteles
New York
$1.14M -$3.42M -33,010 -75%
IMRF
173
Illinois Municipal Retirement Fund
Illinois
$1.14M +$256K +2,476 +29%
PP
174
Paloma Partners
Connecticut
$1.13M +$1.13M +10,901 New
AIMCA
175
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.13M +$1.13M +10,863 New
5 6
7
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