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Houlihan Lokey
HLI

Overview Fund Activity

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$289M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$129M
4
Millennium Management
4
Millennium Management
New York
$11.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$42M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$123M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$358M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$62.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
201
American Century Companies
Missouri
$427K +$148K +1,805 +53%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$420K -$37.6K -459 -8%
AA
203
ALPS Advisors
Colorado
$408K – – –
Wellington Management Group
204
Wellington Management Group
Massachusetts
$396K +$396K +4,842 New
GGS
205
Galvin Gaustad & Stein
Arizona
$388K -$59.2K -723 -13%
MGIA
206
Moneta Group Investment Advisors
Missouri
$387K -$16.4K -200 -4%
JIR
207
James Investment Research
Ohio
$384K – – –
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$380K +$280K +3,432 +282%
BEI
209
Benjamin Edwards Inc
Missouri
$367K +$22.4K +274 +6%
CAAS
210
Capital Asset Advisory Services
Michigan
$365K -$28.6K -350 -7%
RMC
211
Resources Management Corp
Connecticut
$365K +$3.68K +45 +1%
BNP Paribas Asset Management
212
BNP Paribas Asset Management
France
$363K +$363K +4,434 New
New York State Teachers Retirement System (NYSTRS)
213
New York State Teachers Retirement System (NYSTRS)
New York
$360K – – –
VFA
214
Voya Financial Advisors
Connecticut
$357K -$557K -6,868 -61%
WA
215
Wealth Alliance
New York
$355K -$12.1K -148 -3%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$343K -$10.3K -127 -3%
SEC
217
Seven Eight Capital
New York
$335K +$335K +4,100 New
Canada Life
218
Canada Life
Manitoba, Canada
$330K -$27.8K -340 -8%
VAS
219
Vestmark Advisory Solutions
Massachusetts
$327K +$50.7K +620 +18%
GCP
220
GSA Capital Partners
United Kingdom
$325K +$325K +3,973 New
WI
221
WBI Investments
New Jersey
$311K +$311K +3,808 New
TRCT
222
Tower Research Capital (TRC)
New York
$301K -$130K -1,593 -30%
BNP Paribas Financial Markets
223
BNP Paribas Financial Markets
France
$292K -$441K -5,391 -60%
ASN
224
Advisory Services Network
Georgia
$288K -$41K -502 -12%
VHAM
225
Van Hulzen Asset Management
California
$286K -$295K -3,602 -51%
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