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Houlihan Lokey
HLI

Overview Fund Activity

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$173M
2
Millennium Management
Millennium Management
New York
$22M
3
Fidelity International
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
Morgan Stanley
New York
$77.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
201
Studio Investment Management
Illinois
$553K -$20.8K -194 -4%
IP
202
Isthmus Partners
Wisconsin
$545K +$643 +6 +0.1%
MGIA
203
Moneta Group Investment Advisors
Missouri
$544K +$25K +233 +5%
DFCM
204
Dark Forest Capital Management
Puerto Rico
$539K -$341K -3,184 -39%
QC
205
Quadrature Capital
United Kingdom
$533K +$533K +4,971 New
IB
206
Intrust Bank
Kansas
$530K -$4.39K -41 -0.8%
AWCI
207
Alpine Woods Capital Investors
New York
$522K -$1.82K -17 -0.3%
CG
208
Caprock Group
Idaho
$522K – – –
RMC
209
Resources Management Corp
Connecticut
$495K -$71.2K -665 -13%
CG
210
Clifford Group
Massachusetts
$482K -$153K -1,432 -24%
HFS
211
Hantz Financial Services
Michigan
$466K +$95.5K +891 +26%
BCI
212
Brinker Capital Investments
Pennsylvania
$455K +$208K +1,945 +85%
OPS
213
Orion Portfolio Solutions
Nebraska
$455K +$208K +1,945 +85%
STA
214
Summit Trail Advisors
New York
$439K +$8.14K +76 +2%
LP
215
LMR Partners
United Kingdom
$430K – – –
MSRPS
216
Maryland State Retirement & Pension System
Maryland
$421K – – –
M&T Bank
217
M&T Bank
New York
$413K +$413K +3,853 New
YMRC
218
Yorktown Management & Research Company
Virginia
$412K – – –
BPA
219
Beacon Pointe Advisors
California
$411K +$411K +3,835 New
BFG
220
Bleakley Financial Group
New Jersey
$403K +$33K +308 +9%
SS
221
Simplicity Solutions
Minnesota
$403K +$53K +495 +15%
WA
222
Wealth Alliance
New York
$390K -$28K -261 -7%
SM
223
Sciencast Management
New Jersey
$375K +$375K +3,500 New
KeyBank National Association
224
KeyBank National Association
Ohio
$373K -$58.8K -549 -14%
FBT
225
First Bank & Trust
South Dakota
$360K – – –
7 8
9
10 11