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Houlihan Lokey
HLI

Overview Fund Activity

328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$27.6M
2
VCM
2
Vigilant Capital Management
Maine
$22.5M
3
Ameriprise
3
Ameriprise
Minnesota
$83.6M
4
Macquarie Group
4
Macquarie Group
Australia
$32.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$103M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$6.49M
2
BlackRock
2
BlackRock
New York
$352M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$10M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$86.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
151
Schonfeld Strategic Advisors
New York
$1.1M +$778K +8,897 +240%
EAM
152
EFG Asset Management
Oregon
$1.05M -$59K -674 -5%
ZIG
153
Zurich Insurance Group
Switzerland
$1.04M +$1.04M +11,900 New
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$1.01M -$655K -7,485 -39%
TC
155
TwinBeech Capital
New York
$1M +$782K +8,933 +352%
AQR Capital Management
156
AQR Capital Management
Connecticut
$986K +$198K +2,259 +25%
Canada Life
157
Canada Life
Manitoba, Canada
$982K +$415K +4,740 +73%
PAS
158
Park Avenue Securities
New York
$944K +$69.6K +796 +8%
KWM
159
Kingsview Wealth Management
Oregon
$917K +$917K +10,478 New
GC
160
Guggenheim Capital
Illinois
$916K +$108K +1,229 +13%
OIS
161
Okabena Investment Services
Minnesota
$858K +$831K +5,814 +3,143%
TC
162
TownSquare Capital
Utah
$852K +$152K +1,742 +22%
Citigroup
163
Citigroup
New York
$802K +$33.2K +379 +4%
CSS
164
Cubist Systematic Strategies
Connecticut
$788K +$210K +2,395 +36%
ET
165
Equitable Trust
Tennessee
$763K -$93.5K -1,069 -11%
AIMCA
166
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$731K +$731K +8,350 New
CAN
167
Cetera Advisor Networks
California
$729K +$41.6K +475 +6%
FFP
168
FourThought Financial Partners
Florida
$720K -$15.2K -174 -2%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$714K – – –
COI
170
Connable Office Inc
Michigan
$699K – – –
CB
171
Commerce Bank
Missouri
$695K +$15.7K +179 +2%
Allspring Global Investments
172
Allspring Global Investments
North Carolina
$685K -$39.8K -455 -5%
BHPW
173
Beverly Hills Private Wealth
California
$683K +$116K +1,324 +20%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$680K +$47.4K +542 +7%
State of Wisconsin Investment Board
175
State of Wisconsin Investment Board
Wisconsin
$672K +$130K +1,488 +24%
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