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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$49.4M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$55.7M
3
Millennium Management
3
Millennium Management
New York
$40.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$29.4M
5
BlackRock
5
BlackRock
New York
$287M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.7M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$5.47M
4
Goldman Sachs
4
Goldman Sachs
New York
$25M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
176
Teamwork Financial Advisors
Texas
$612K -$373K -4,950 -38%
AB
177
Amalgamated Bank
New York
$610K +$1.13K +15 +0.2%
Holocene Advisors
178
Holocene Advisors
New York
$607K +$607K +8,046 New
COI
179
Connable Office Inc
Michigan
$603K -$26.7K -354 -4%
IIC
180
Integrated Investment Consultants
Michigan
$581K – – –
FF
181
FourThought Financial
Florida
$574K +$98.2K +1,303 +21%
SG Americas Securities
182
SG Americas Securities
New York
$569K -$276K -3,652 -33%
CB
183
Commerce Bank
Missouri
$569K – – –
NGA
184
Naples Global Advisors
Florida
$560K +$42.6K +565 +8%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$559K +$48.1K +638 +9%
CAM
186
Cresset Asset Management
Illinois
$546K +$24.7K +328 +5%
Principal Financial Group
187
Principal Financial Group
Iowa
$545K -$51.2K -679 -9%
ACM
188
AlphaCrest Capital Management
New York
$528K -$253K -3,359 -32%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$516K +$47.1K +625 +10%
EF
190
Empowered Funds
Pennsylvania
$497K +$497K +6,598 New
Acadian Asset Management
191
Acadian Asset Management
Massachusetts
$489K +$133K +1,776 +38%
TI
192
Tidal Investments
Wisconsin
$486K +$32.9K +437 +7%
JIR
193
James Investment Research
Ohio
$478K +$121K +1,607 +34%
ECM
194
ExodusPoint Capital Management
New York
$468K +$468K +6,209 New
Mariner
195
Mariner
Kansas
$457K +$457K +6,056 New
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$453K – – –
PCM
197
Prana Capital Management
Connecticut
$446K -$429K -5,691 -49%
FAM
198
Formidable Asset Management
Ohio
$440K +$10.4K +138 +2%
NYLIM
199
New York Life Investment Management
New York
$432K +$31.7K +421 +8%
Victory Capital Management
200
Victory Capital Management
Texas
$425K +$425K +5,639 New
6 7
8
9 10