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Houlihan Lokey
HLI

Overview Fund Activity

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K

Top Buyers

1
BlackRock
1
BlackRock
New York
$392M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$248M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$90.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.16M
2
Millennium Management
2
Millennium Management
New York
$220K
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
AI
4
Ariel Investments
Illinois
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$630K 7,228 +382 +6%
Axa
177
Axa
France
$628K 7,200 -2,500 -26%
GPGA
178
Grandeur Peak Global Advisors
Utah
$620K 7,115 -6,051 -46%
CSS
179
Cubist Systematic Strategies
Connecticut
$576K 6,611 +988 +18%
BHPW
180
Beverly Hills Private Wealth
California
$565K 6,486 +6,486 New
Canada Life
181
Canada Life
Manitoba, Canada
$565K 6,468 +2,113 +49%
NYLIM
182
New York Life Investment Management
New York
$563K 6,458 +726 +13%
JIR
183
James Investment Research
Ohio
$552K 6,335 – –
Mariner
184
Mariner
Kansas
$552K 6,334 +278 +5%
State of Wisconsin Investment Board
185
State of Wisconsin Investment Board
Wisconsin
$540K 6,191 -3,031 -33%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$524K 6,007 – –
PAMS
187
Pictet Asset Management (Switzerland)
Switzerland
$522K 5,985 +2,543 +74%
VIM
188
VELA Investment Management
Ohio
$520K 5,970 -2,367 -28%
SWS
189
SYSTM Wealth Solutions
Illinois
$513K 5,890 +5,890 New
AWCI
190
Alpine Woods Capital Investors
New York
$507K 5,819 -6,663 -53%
AG
191
Algert Global
California
$498K 5,716 +440 +8%
BCM
192
Brookstone Capital Management
Illinois
$487K 5,393 +213 +4%
KeyBank National Association
193
KeyBank National Association
Ohio
$466K 5,348 – –
RMC
194
Resources Management Corp
Connecticut
$463K 5,310 +175 +3%
Acadian Asset Management
195
Acadian Asset Management
Massachusetts
$454K 5,225 -1,284 -20%
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$448K 5,137 -10,322 -67%
IB
197
Intrust Bank
Kansas
$445K 5,109 -9 -0.2%
IP
198
Isthmus Partners
Wisconsin
$443K 5,080 – –
PRC
199
Pearl River Capital
Michigan
$432K 4,952 +1,121 +29%
KAS
200
Kestra Advisory Services
Texas
$420K 4,820 +4,820 New
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