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Houlihan Lokey
HLI

Overview Fund Activity

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$172M
2
Millennium Management
Millennium Management
New York
$88.7M
3
Capital International Investors
Capital International Investors
California
$49.7M
4
Brown Advisory
Brown Advisory
Maryland
$36.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.2M

Top Sellers

1
BlackRock
BlackRock
New York
$310M
2
EARNEST Partners
EARNEST Partners
Georgia
$304M
3
Bank of America
Bank of America
North Carolina
$104M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$12M
5
AllianceBernstein
AllianceBernstein
Tennessee
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
EST
176
EA Series Trust
Pennsylvania
$751K +$751K +7,641 New
VanEck Associates
177
VanEck Associates
New York
$747K +$983 +10 +0.1%
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$719K -$27.9K -284 -4%
Mariner
179
Mariner
Kansas
$713K +$8.26K +84 +1%
LTAS
180
Linden Thomas Advisory Services
North Carolina
$693K +$134K +1,359 +24%
NGA
181
Naples Global Advisors
Florida
$689K +$21.1K +215 +3%
CB
182
Commerce Bank
Missouri
$686K -$94.8K -964 -12%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$685K +$228K +2,322 +50%
AIP
184
Ameritas Investment Partners
Nebraska
$669K -$627K -6,381 -48%
JIR
185
James Investment Research
Ohio
$623K +$295 +3 +0%
PI
186
PFS Investments
Georgia
$615K +$33.8K +344 +6%
Deutsche Bank
187
Deutsche Bank
Germany
$590K -$3.13M -31,879 -84%
PAMS
188
Pictet Asset Management (Switzerland)
Switzerland
$588K -$53.2K -541 -8%
CG
189
Clifford Group
Massachusetts
$583K +$124K +1,262 +27%
BCM
190
Brookstone Capital Management
Illinois
$550K +$17.4K +183 +3%
FB
191
Fulton Bank
Pennsylvania
$533K +$43.3K +440 +9%
JFG
192
Jefferies Financial Group
New York
$530K +$530K +5,393 New
SIM
193
Studio Investment Management
Illinois
$527K +$38.4K +391 +8%
RMC
194
Resources Management Corp
Connecticut
$520K +$461K +4,688 +781%
VPIM
195
Vanguard Personalized Indexing Management
California
$509K +$35.2K +358 +7%
IP
196
Isthmus Partners
Wisconsin
$499K – – –
IB
197
Intrust Bank
Kansas
$491K -$2.56K -26 -0.5%
AWCI
198
Alpine Woods Capital Investors
New York
$480K -$90.6K -922 -16%
CG
199
Caprock Group
Idaho
$479K – – –
MGIA
200
Moneta Group Investment Advisors
Missouri
$476K +$13.1K +133 +3%
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8
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