Houlihan Lokey
336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
170% more call options, than puts
Call options by funds: $7.12M | Put options by funds: $2.63M
31% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 99
30% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 40
10% more capital invested
Capital invested by funds: $4.92B → $5.39B (+$476M)
2% more funds holding
Funds holding: 330 → 336 (+6)
0.64% less ownership
Funds ownership: 98.39% → 97.75% (-0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$101M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$63.9M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$26.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.1M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$98.5M |
| 2 |
Millennium Management
New York
|
-$71.9M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$28.8M |
| 4 |
Morgan Stanley
New York
|
-$15.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$13.3M |
HLI Hedge Fund Activity: Q3 2023 in Review
336 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2023, worth a combined $5.39B — up 9.7% from $4.92B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new HLI positions and 40 closed out — a net gain of 12 holders — while 130 added to existing stakes and 99 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $101M. The largest seller was AllianceBernstein, cutting an estimated $98.5M.
- 336 institutional investors held Houlihan Lokey (HLI) as of Q3 2023, up from 330 in Q2 2023.
- Funds reported $5.39B of Houlihan Lokey stock for Q3 2023, up 9.7% quarter-over-quarter.
- 52 funds opened new Houlihan Lokey positions in Q3 2023 and 40 closed out, a net change of +12 holders.
- The largest Houlihan Lokey buyer in Q3 2023 was Wellington Management Group, an estimated $101M added.
- The largest Houlihan Lokey seller in Q3 2023 was AllianceBernstein, an estimated $98.5M sold.
Based on aggregated 13F filings for Q3 2023.