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Houlihan Lokey
HLI

Overview Fund Activity

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$173M
2
Millennium Management
2
Millennium Management
New York
$22M
3
Fidelity International
3
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
151
EFG Asset Management
Oregon
$1.34M +$126K +1,181 +10%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$1.31M +$47.5K +443 +4%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$1.31M +$118K +1,098 +10%
CC
154
Cannell & Co
New York
$1.31M – – –
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$1.3M +$1.3M +12,164 New
VIM
156
VELA Investment Management
Ohio
$1.3M -$86K -803 -6%
AWM
157
Avior Wealth Management
Nebraska
$1.29M – – –
Amundi
158
Amundi
France
$1.27M +$1.27M +11,801 New
NA
159
NewEdge Advisors
Louisiana
$1.2M -$247K -2,302 -17%
VanEck Associates
160
VanEck Associates
New York
$1.16M +$348K +3,253 +43%
Comerica Bank
161
Comerica Bank
Texas
$1.11M +$1.11M +10,395 New
NS
162
NBC Securities
Alabama
$1.11M +$1.11M +10,353 New
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$1.09M +$146K +1,360 +15%
Jane Street
164
Jane Street
New York
$1.08M -$11M -102,738 -91%
PAS
165
Park Avenue Securities
New York
$1.08M -$180K -1,679 -14%
VOYA Investment Management
166
VOYA Investment Management
Georgia
$993K -$28.6K -267 -3%
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$992K +$992K +9,265 New
AB
168
Amalgamated Bank
New York
$985K +$151K +1,413 +18%
CAN
169
Cetera Advisor Networks
California
$962K +$55.9K +522 +6%
FFP
170
FourThought Financial Partners
Florida
$915K -$44.6K -416 -5%
TRCT
171
Tower Research Capital (TRC)
New York
$893K +$401K +3,743 +81%
IWC
172
Integrated Wealth Concepts
Massachusetts
$878K – – –
PP
173
PDT Partners
New York
$874K -$2.33M -21,796 -73%
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$874K – – –
AQR Capital Management
175
AQR Capital Management
Connecticut
$862K -$189K -1,766 -18%
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