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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 %
Citigroup
176
Citigroup
New York
$1.12M -$1.17M -13,369 -51%
HF
177
HRT Financial
New York
$1.1M +$1.1M +12,516 New
AWM
178
Avior Wealth Management
Nebraska
$1.04M -$201K -2,293 -16%
CANY
179
Caxton Associates (New York)
New York
$1.04M +$522K +5,941 +101%
Ensign Peak Advisors
180
Ensign Peak Advisors
Utah
$1.01M +$785K +8,945 +345%
WTC
181
WhitTier Trust Company
Nevada
$1.01M +$164K +1,866 +19%
LWAC
182
Laurel Wealth Advisors (California)
California
$1M +$162K +1,850 +19%
NIPH
183
NN Investment Partners Holdings
Netherlands
$984K -$219K -2,494 -18%
IMRF
184
Illinois Municipal Retirement Fund
Illinois
$967K – – –
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$917K +$58.8K +670 +7%
PAS
186
Park Avenue Securities
New York
$902K +$91.4K +1,041 +11%
FC
187
FORA Capital
Florida
$875K +$875K +9,649 New
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$830K – – –
SSA
189
Schonfeld Strategic Advisors
New York
$817K +$817K +9,300 New
VI
190
Versor Investments
New York
$815K +$115K +1,307 +16%
Citadel Advisors
191
Citadel Advisors
Florida
$763K -$27.9M -318,045 -97%
PP
192
Prudential plc
United Kingdom
$758K +$20.6K +235 +3%
VIM
193
VELA Investment Management
Ohio
$731K +$348K +3,965 +91%
COI
194
Connable Office Inc
Michigan
$713K – – –
AG
195
Algert Global
California
$713K +$713K +8,116 New
AB
196
Amalgamated Bank
New York
$710K -$53.3K -607 -7%
AF
197
Amalgamated Financial
New York
$710K +$710K +8,084 New
IIC
198
Integrated Investment Consultants
Michigan
$685K +$16.3K +186 +2%
GC
199
Guggenheim Capital
Illinois
$685K +$685K +7,794 New
CB
200
Commerce Bank
Missouri
$664K -$878 -10 -0.1%
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