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Houlihan Lokey
HLI

Overview Fund Activity

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$289M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$129M
4
Millennium Management
4
Millennium Management
New York
$11.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$42M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$123M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$358M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$62.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
176
Argent Capital Management
Missouri
$657K -$193K -2,355 -23%
Principal Financial Group
177
Principal Financial Group
Iowa
$655K -$248K -3,029 -27%
COI
178
Connable Office Inc
Michigan
$644K -$113K -1,379 -15%
Allianz Asset Management
179
Allianz Asset Management
Germany
$623K – – –
IIC
180
Integrated Investment Consultants
Michigan
$617K +$409 +5 +0.1%
JF
181
Jump Financial
Illinois
$605K +$605K +7,400 New
MCIA
182
Mountain Capital Investment Advisors
Colorado
$603K -$89.7K -1,113 -13%
TF
183
Trek Financial
Arizona
$596K +$8.51K +104 +1%
Lido Advisors
184
Lido Advisors
California
$560K -$25.4K -311 -4%
FF
185
FourThought Financial
Florida
$541K -$143K -1,747 -21%
HSBC Holdings
186
HSBC Holdings
United Kingdom
$524K +$131K +1,610 +33%
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$520K +$82.2K +1,005 +19%
BCM
188
Brookstone Capital Management
Illinois
$519K -$180K -2,173 -26%
Verition Fund Management
189
Verition Fund Management
Connecticut
$514K +$54.2K +662 +12%
IA
190
IndexIQ Advisors
New York
$498K +$9.5K +116 +2%
SEI Investments
191
SEI Investments
Pennsylvania
$494K -$95.7K -1,170 -16%
Janus Henderson Group
192
Janus Henderson Group
United Kingdom
$494K +$494K +6,046 New
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$491K – – –
William Blair & Company
194
William Blair & Company
Illinois
$483K -$29.2K -357 -6%
PAS
195
Park Avenue Securities
New York
$476K +$112K +1,365 +31%
H
196
Hexavest
Quebec, Canada
$470K – – –
APA
197
American Portfolios Advisors
New York
$464K +$116K +1,415 +33%
MFW
198
Meristem Family Wealth
Minnesota
$458K +$458K +5,600 New
IB
199
Intrust Bank
Kansas
$444K -$44.3K -542 -9%
GHA
200
GW Henssler & Associates
Georgia
$444K +$444K +5,430 New
6 7
8
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