HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$27.6M
2
VCM
2
Vigilant Capital Management
Maine
$22.5M
3
Ameriprise
3
Ameriprise
Minnesota
$83.6M
4
Macquarie Group
4
Macquarie Group
Australia
$32.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$103M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$6.49M
2
BlackRock
2
BlackRock
New York
$352M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$10M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$86.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
176
Integrated Investment Consultants
Michigan
$669K -$14K -160 -2%
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$664K -$69.6K -795 -9%
VanEck Associates
178
VanEck Associates
New York
$664K +$491K +5,608 +283%
EF
179
Empowered Funds
Pennsylvania
$647K +$7.96K +91 +1%
Los Angeles Capital Management
180
Los Angeles Capital Management
California
$637K -$697K -7,971 -52%
Axa
181
Axa
France
$630K – – –
AB
182
Amalgamated Bank
New York
$627K -$91.5K -1,046 -13%
Mariner
183
Mariner
Kansas
$627K +$72.9K +833 +13%
MAM
184
Martingale Asset Management
Massachusetts
$621K -$850K -9,712 -58%
CAM
185
Cresset Asset Management
Illinois
$611K +$611K +6,979 New
NGA
186
Naples Global Advisors
Florida
$594K -$56K -640 -9%
PAMS
187
Pictet Asset Management (Switzerland)
Switzerland
$570K +$46.7K +534 +9%
Walleye Capital
188
Walleye Capital
New York
$565K -$512K -5,847 -48%
JIR
189
James Investment Research
Ohio
$554K – – –
CC
190
Centiva Capital
New York
$547K +$547K +6,257 New
ProShare Advisors
191
ProShare Advisors
Maryland
$523K -$373K -4,265 -42%
AWCI
192
Alpine Woods Capital Investors
New York
$508K -$875 -10 -0.2%
BCM
193
Brookstone Capital Management
Illinois
$507K +$18.1K +200 +4%
Voloridge Investment Management
194
Voloridge Investment Management
Florida
$504K +$276K +3,155 +121%
PI
195
PFS Investments
Georgia
$504K +$188K +2,210 +60%
LTAS
196
Linden Thomas Advisory Services
North Carolina
$498K +$157K +1,791 +46%
KeyBank National Association
197
KeyBank National Association
Ohio
$468K – – –
BTI
198
Blue Trust Inc
Georgia
$459K +$123K +1,415 +37%
IP
199
Isthmus Partners
Wisconsin
$444K – – –
SWS
200
SYSTM Wealth Solutions
Illinois
$443K -$72.2K -825 -14%
6 7
8
9 10