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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.

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

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
Atlanta Capital Management
Georgia
$52M
5
BlackRock
BlackRock
New York
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
176
Two Sigma Advisers
New York
$1.1M +$859K +8,300 +361%
Tudor Investment Corp
177
Tudor Investment Corp
Connecticut
$1.07M -$1.75M -16,899 -62%
KWM
178
Kingsview Wealth Management
Oregon
$1.04M +$1.04M +10,021 New
BC
179
Brookfield Corp
Ontario, Canada
$1.02M +$1.02M +9,826 New
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$1.01M +$153K +1,473 +18%
WTC
181
WhitTier Trust Company
Nevada
$1M +$105K +1,009 +12%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$996K -$270K -2,604 -21%
LWAC
183
Laurel Wealth Advisors (California)
California
$993K +$696K +6,720 +234%
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$979K – – –
PAS
185
Park Avenue Securities
New York
$956K +$333K +3,217 +53%
MCIA
186
Mountain Capital Investment Advisors
Colorado
$926K +$117K +994 +15%
AB
187
Amalgamated Bank
New York
$900K -$9.63K -93 -1%
PP
188
Prudential plc
United Kingdom
$869K -$27.9K -270 -3%
PAG
189
Private Advisor Group
New Jersey
$856K +$187K +1,812 +28%
Twin Tree Management
190
Twin Tree Management
Texas
$845K -$583K -5,630 -41%
COI
191
Connable Office Inc
Michigan
$841K -$31K -299 -4%
VI
192
Versor Investments
New York
$825K +$287K +2,773 +53%
ETC
193
Exchange Traded Concepts
Oklahoma
$810K +$753K +7,265 +1,309%
N
194
Natixis
France
$794K -$41.4K -400 -5%
Victory Capital Management
195
Victory Capital Management
Texas
$792K +$525K +5,073 +196%
IIC
196
Integrated Investment Consultants
Michigan
$788K -$724 -7 -0.1%
CB
197
Commerce Bank
Missouri
$783K -$828 -8 -0.1%
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$745K +$414K +3,997 +125%
HFS
199
Haverford Financial Services
Pennsylvania
$744K -$515K -4,970 -41%
PP
200
PDT Partners
New York
$738K +$738K +7,133 New
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