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Houlihan Lokey
HLI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$173M
2
Millennium Management
Millennium Management
New York
$22M
3
Fidelity International
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
Morgan Stanley
New York
$77.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
COI
176
Connable Office Inc
Michigan
$856K – – –
LTAS
177
Linden Thomas Advisory Services
North Carolina
$854K +$99.3K +927 +13%
EF
178
Empowered Funds
Pennsylvania
$847K +$28.3K +264 +3%
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$844K +$61.2K +571 +8%
Mariner
180
Mariner
Kansas
$844K +$66.8K +624 +9%
IIC
181
Integrated Investment Consultants
Michigan
$840K +$18.3K +171 +2%
GC
182
Guggenheim Capital
Illinois
$833K -$195K -1,823 -19%
ET
183
Equitable Trust
Tennessee
$810K -$124K -1,162 -13%
BHPW
184
Beverly Hills Private Wealth
California
$799K -$864K -8,070 -52%
NGA
185
Naples Global Advisors
Florida
$750K -$1.07K -10 -0.1%
CB
186
Commerce Bank
Missouri
$747K -$214 -2 -0%
AIP
187
Ameritas Investment Partners
Nebraska
$728K – – –
EP
188
Edgestream Partners
New Jersey
$698K -$3.06M -28,597 -81%
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$680K -$908K -8,474 -57%
JIR
190
James Investment Research
Ohio
$679K – – –
AG
191
Algert Global
California
$650K +$650K +6,070 New
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$640K +$640K +5,978 New
FB
193
Fulton Bank
Pennsylvania
$623K +$42.2K +394 +7%
State of Wisconsin Investment Board
194
State of Wisconsin Investment Board
Wisconsin
$620K +$192K +1,791 +45%
Aviva
195
Aviva
United Kingdom
$607K +$607K +5,664 New
Deutsche Bank
196
Deutsche Bank
Germany
$591K -$52.4K -489 -8%
IIM
197
INTECH Investment Management
Florida
$587K +$587K +5,476 New
BCM
198
Brookstone Capital Management
Illinois
$585K -$8.74K -85 -1%
SWM
199
Sendero Wealth Management
Texas
$567K +$75.5K +705 +15%
VPIM
200
Vanguard Personalized Indexing Management
California
$557K +$2.46K +23 +0.4%
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