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Houlihan Lokey
HLI

Overview Fund Activity

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$254M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
$19.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$531M
5
CSS
Cubist Systematic Strategies
Connecticut
$11.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
Atlanta Capital Management
Georgia
$52M
5
BlackRock
BlackRock
New York
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$722K +$186K +1,797 +35%
WANY
202
Wealthspire Advisors (New York)
New York
$692K +$692K +6,682 New
Verition Fund Management
203
Verition Fund Management
Connecticut
$674K +$674K +6,509 New
OAM
204
Origin Asset Management
United Kingdom
$668K – – –
IA
205
IndexIQ Advisors
New York
$657K -$42.4K -410 -6%
Asset Management One
206
Asset Management One
Japan
$640K -$58.3K -556 -8%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$635K +$104K +1,003 +20%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$622K – – –
IF
209
Insight Folios
North Carolina
$621K +$37.9K +366 +7%
CANY
210
Caxton Associates (New York)
New York
$611K +$611K +5,901 New
MFW
211
Meristem Family Wealth
Minnesota
$580K – – –
FF
212
FourThought Financial
Florida
$563K -$37.2K -359 -6%
IB
213
Intrust Bank
Kansas
$558K – – –
MGIA
214
Moneta Group Investment Advisors
Missouri
$548K +$37.8K +365 +7%
BCM
215
Brookstone Capital Management
Illinois
$541K -$135K -1,208 -20%
TF
216
Trek Financial
Arizona
$538K -$131K -1,267 -20%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$506K -$9.82K -95 -2%
RMC
218
Resources Management Corp
Connecticut
$500K – – –
NGA
219
Naples Global Advisors
Florida
$496K +$54.8K +530 +12%
JIR
220
James Investment Research
Ohio
$487K – – –
VFA
221
Voya Financial Advisors
Connecticut
$485K +$3.62K +35 +0.8%
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$483K +$252K +2,435 +109%
Millennium Management
223
Millennium Management
New York
$481K -$2.2M -21,273 -82%
GTCM
224
Gyon Technologies Capital Management
New Jersey
$479K +$479K +4,628 New
GGS
225
Galvin Gaustad & Stein
Arizona
$468K -$24.5K -237 -5%
7 8
9
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