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Houlihan Lokey
HLI

Overview Fund Activity

308 hedge funds and large institutions have $4.76B invested in Houlihan Lokey in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
38
Increased
120
Reduced
103
Closed
29
Calls
$7.29M
Puts
$3.93M
Net Calls
+$3.36M
Net Calls Change
+$3.69M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$44.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$28.9M
3
NA
3
NewEdge Advisors
Louisiana
$22.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$90.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$114M
2
BlackRock
2
BlackRock
New York
$382M
3
RA
3
Royce & Associates
New York
$32M
4
Ameriprise
4
Ameriprise
Minnesota
$108M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
201
Intrust Bank
Kansas
$497K -$4.06K -44 -0.8%
VI
202
Versor Investments
New York
$479K +$249K +2,700 +108%
HSBC Holdings
203
HSBC Holdings
United Kingdom
$478K -$115K -1,243 -19%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$473K – – –
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$459K +$31.4K +341 +7%
MGIA
206
Moneta Group Investment Advisors
Missouri
$454K +$18.1K +197 +4%
RMC
207
Resources Management Corp
Connecticut
$445K +$33.6K +365 +8%
GGS
208
Galvin Gaustad & Stein
Arizona
$438K +$1.38K +15 +0.3%
JIR
209
James Investment Research
Ohio
$433K – – –
VFA
210
Voya Financial Advisors
Connecticut
$427K +$23.6K +257 +6%
TRCT
211
Tower Research Capital (TRC)
New York
$412K +$72.6K +789 +21%
WA
212
Wealth Alliance
New York
$406K +$6.08K +66 +2%
NGA
213
Naples Global Advisors
Florida
$393K +$104K +1,125 +36%
AA
214
ALPS Advisors
Colorado
$376K -$83.6K -907 -18%
FAM
215
Formidable Asset Management
Ohio
$375K +$375K +4,077 New
TI
216
Tidal Investments
Wisconsin
$374K +$374K +4,077 New
ACI
217
AMP Capital Investors
Australia
$373K -$424K -4,597 -53%
Canada Life
218
Canada Life
Manitoba, Canada
$373K -$1.86K -20 -0.5%
SAM
219
Sawgrass Asset Management
Florida
$371K +$52.4K +570 +16%
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$361K +$97.1K +1,055 +37%
BEI
221
Benjamin Edwards Inc
Missouri
$357K -$56.2K -611 -14%
VAS
222
Vestmark Advisory Solutions
Massachusetts
$341K -$27.2K -295 -7%
CAAS
223
Capital Asset Advisory Services
Michigan
$329K -$81.7K -888 -20%
SW
224
SkyOak Wealth
Michigan
$322K +$3.78K +41 +1%
MSAM
225
Moloney Securities Asset Management
Missouri
$301K +$301K +3,267 New
7 8
9
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