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Houlihan Lokey
HLI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$27.6M
2
VCM
2
Vigilant Capital Management
Maine
$22.5M
3
Ameriprise
3
Ameriprise
Minnesota
$83.6M
4
Macquarie Group
4
Macquarie Group
Australia
$32.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$103M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$6.49M
2
BlackRock
2
BlackRock
New York
$352M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$10M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$86.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
201
Intrust Bank
Kansas
$439K -$8.05K -92 -2%
FB
202
Fulton Bank
Pennsylvania
$436K +$35.9K +410 +9%
SIM
203
Studio Investment Management
Illinois
$435K +$435K +4,969 New
CG
204
Caprock Group
Idaho
$426K +$426K +4,869 New
VPIM
205
Vanguard Personalized Indexing Management
California
$422K +$58.9K +673 +16%
MGIA
206
Moneta Group Investment Advisors
Missouri
$412K +$59.4K +679 +17%
CG
207
Clifford Group
Massachusetts
$408K +$16.3K +186 +4%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$406K +$38K +434 +10%
FA
209
FDx Advisors
Illinois
$364K – – –
AC
210
AXQ Capital
New Jersey
$359K +$359K +4,100 New
STA
211
Summit Trail Advisors
New York
$352K +$41.3K +472 +13%
JCM
212
J2 Capital Management
Michigan
$347K +$107K +1,227 +45%
SWM
213
Sendero Wealth Management
Texas
$338K +$56.9K +650 +20%
YMRC
214
Yorktown Management & Research Company
Virginia
$337K – – –
JFGIW
215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$335K +$335K +3,832 New
VF
216
Virtu Financial
New York
$332K +$332K +3,791 New
MMA
217
Miracle Mile Advisors
California
$322K -$25.6K -293 -7%
NRD
218
Nebula Research & Development
New York
$321K +$321K +3,666 New
WA
219
Wealth Alliance
New York
$319K +$58.7K +671 +23%
VAS
220
Vestmark Advisory Solutions
Massachusetts
$319K +$875 +10 +0.3%
FBT
221
First Bank & Trust
South Dakota
$294K -$12.1K -138 -4%
DA
222
Duality Advisers
Florida
$292K -$6.82K -78 -2%
XT
223
XTX Topco
Cayman Islands
$287K +$287K +3,282 New
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
$279K -$78.7K -900 -22%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$275K +$21.1K +241 +8%
7 8
9
10 11