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Houlihan Lokey
HLI

Overview Fund Activity

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K

Top Buyers

1
BlackRock
1
BlackRock
New York
$392M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$248M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$90.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.16M
2
Millennium Management
2
Millennium Management
New York
$220K
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
AI
4
Ariel Investments
Illinois
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
201
Moneta Group Investment Advisors
Missouri
$400K 4,033 -504 -11%
FB
202
Fulton Bank
Pennsylvania
$398K 4,569 +623 +16%
CG
203
Clifford Group
Massachusetts
$391K 4,482 +4,482 New
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$366K 4,208 -734 -15%
FA
205
FDx Advisors
Illinois
$364K 4,173 +107 +3%
VPIM
206
Vanguard Personalized Indexing Management
California
$361K 4,145 +4,145 New
Mackenzie Financial
207
Mackenzie Financial
Ontario, Canada
$356K 4,088 -168 -4%
YWP
208
YorkBridge Wealth Partners
New York
$350K 4,018 -609 -13%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$349K 3,999 +1,086 +37%
MMA
210
Miracle Mile Advisors
California
$347K 3,976 +3,976 New
CF
211
CNA Financial
Illinois
$340K 3,902 -12,164 -76%
LTAS
212
Linden Thomas Advisory Services
North Carolina
$340K 3,898 +3,898 New
YMRC
213
Yorktown Management & Research Company
Virginia
$336K 3,850 +3,850 New
NA
214
NewEdge Advisors
Louisiana
$335K 13,930 +1,892 +16%
SAM
215
Sawgrass Asset Management
Florida
$324K 3,714 +3,714 New
PI
216
PFS Investments
Georgia
$323K 3,702 +3,702 New
SSA
217
Schonfeld Strategic Advisors
New York
$322K 3,700 -26,300 -88%
VAS
218
Vestmark Advisory Solutions
Massachusetts
$317K 3,639 -30 -0.8%
STA
219
Summit Trail Advisors
New York
$310K 3,557 +518 +17%
FBT
220
First Bank & Trust
South Dakota
$305K 3,499 +109 +3%
DA
221
Duality Advisers
Florida
$298K 3,417 +3,417 New
LOAME
222
Lombard Odier Asset Management (Europe)
United Kingdom
$292K 3,355 +433 +15%
MM
223
MQS Management
New York
$292K 3,350 +3,350 New
BTI
224
Blue Trust Inc
Georgia
$290K 3,850 +1,770 +85%
SWM
225
Sendero Wealth Management
Texas
$280K 3,209 +3,209 New
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