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Houlihan Lokey
HLI

Overview Fund Activity

343 hedge funds and large institutions have $4.42B invested in Houlihan Lokey in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
136
Reduced
120
Closed
46
Calls
$2.92M
Puts
$1.44M
Net Calls
+$1.48M
Net Calls Change
-$4.65M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$49.6M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$39.1M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$13.3M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$10.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$47.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$65.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$763K
3
BlackRock
3
BlackRock
New York
$325M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$87M
5
Ameriprise
5
Ameriprise
Minnesota
$72.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
151
CIM LLC
New York
$1.54M +$1.54M +18,744 New
DekaBank Deutsche Girozentrale
152
DekaBank Deutsche Girozentrale
Germany
$1.48M +$1.48M +16,345 New
MML Investors Services
153
MML Investors Services
Massachusetts
$1.45M +$59.3K +676 +4%
EF
154
Empowered Funds
Pennsylvania
$1.44M +$1.44M +16,426 New
AQR Capital Management
155
AQR Capital Management
Connecticut
$1.42M +$104K +1,185 +8%
OQS
156
Occudo Quantitative Strategies
Florida
$1.42M -$941K -10,720 -40%
AIP
157
Ameritas Investment Partners
Nebraska
$1.39M – – –
GWM
158
Geneos Wealth Management
Colorado
$1.37M +$233K +2,660 +21%
BF
159
BOK Financial
Oklahoma
$1.36M -$23.9K -272 -2%
AIMCA
160
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.36M +$403K +4,586 +42%
CC
161
Cannell & Co
New York
$1.35M -$376K -4,280 -22%
AI
162
Atria Investments
North Carolina
$1.32M +$116K +1,322 +10%
AWM
163
AE Wealth Management
Kansas
$1.29M -$148K -1,681 -10%
HSBC Holdings
164
HSBC Holdings
United Kingdom
$1.28M +$667K +7,542 +108%
SBIA
165
Sheaff Brock Investment Advisors
Indiana
$1.25M +$1.25M +14,230 New
Janus Henderson Group
166
Janus Henderson Group
United Kingdom
$1.24M -$53.2K -606 -4%
ProShare Advisors
167
ProShare Advisors
Maryland
$1.22M -$145K -1,655 -11%
State Board of Administration of Florida Retirement System
168
State Board of Administration of Florida Retirement System
Florida
$1.21M – – –
ASRS
169
Arizona State Retirement System
Arizona
$1.21M +$13.1K +149 +1%
TFA
170
Teamwork Financial Advisors
Texas
$1.2M -$144K -1,639 -11%
KWM
171
Kingsview Wealth Management
Oregon
$1.16M +$285K +3,245 +32%
Capital Fund Management (CFM)
172
Capital Fund Management (CFM)
France
$1.15M +$1.15M +13,150 New
AWCI
173
Alpine Woods Capital Investors
New York
$1.14M +$703 +8 +0.1%
PAM
174
Panagora Asset Management
Massachusetts
$1.14M +$1.14M +12,929 New
JCIA
175
Jackson Creek Investment Advisors
Colorado
$1.12M +$70.8K +806 +7%
5 6
7
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