Houlihan Lokey
328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.
602% more call options, than puts
Call options by funds: $4.49M | Put options by funds: $639K
44% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 99
3% more capital invested
Capital invested by funds: $4.28B → $4.4B (+$122M)
0.71% more ownership
Funds ownership: 100.07% → 100.78% (+0.71%)
3% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 39
2% less funds holding
Funds holding: 334 → 328 (-6)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$24.6M |
| 2 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$24.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.1M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$16.3M |
| 5 |
ClearBridge Investments
New York
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$77.7M |
| 2 |
BlackRock
New York
|
-$45M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$18M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$15.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.3M |
HLI Hedge Fund Activity: Q1 2023 in Review
328 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2023, worth a combined $4.4B — up 2.8% from $4.28B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of HLI and 38 opened new positions — a net loss of 1 holder — while 99 trimmed existing stakes and 143 added.
The largest buyer was Fidelity International, adding an estimated $24.6M. The largest seller was First Trust Advisors, cutting an estimated $77.7M.
- 328 institutional investors held Houlihan Lokey (HLI) as of Q1 2023, down from 334 in Q4 2022.
- Funds reported $4.4B of Houlihan Lokey stock for Q1 2023, up 2.8% quarter-over-quarter.
- 38 funds opened new Houlihan Lokey positions in Q1 2023 and 39 closed out, a net change of -1 holder.
- The largest Houlihan Lokey buyer in Q1 2023 was Fidelity International, an estimated $24.6M added.
- The largest Houlihan Lokey seller in Q1 2023 was First Trust Advisors, an estimated $77.7M sold.
Based on aggregated 13F filings for Q1 2023.