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Houlihan Lokey
HLI

Overview Fund Activity

276 hedge funds and large institutions have $3.47B invested in Houlihan Lokey in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 45 closing their positions.

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
113
Reduced
92
Closed
45
Calls
$2.43M
Puts
$1.18M
Net Calls
+$1.25M
Net Calls Change
-$2.74M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$243M
2
BlackRock
2
BlackRock
New York
$307M
3
Ameriprise
3
Ameriprise
Minnesota
$90.7M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$25.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$338M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Franklin Resources
2
Franklin Resources
California
$40.3M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$100M
4
Goldman Sachs
4
Goldman Sachs
New York
$42.2M
5
Norges Bank
5
Norges Bank
Norway
$29.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$338M 5,080,070 +344,888 +7%
BlackRock
2
BlackRock
New York
$307M 4,613,471 +542,198 +13%
EARNEST Partners
3
EARNEST Partners
Georgia
$243M 3,658,174 +1,144,655 +46%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$208M 3,122,733 +248,484 +9%
VBA
5
Van Berkom & Associates
Quebec, Canada
$118M 1,774,068 -50,862 -3%
BAM
6
Burgundy Asset Management
Ontario, Canada
$106M 1,600,600 +2,430 +0.2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$100M 1,508,643 -288,175 -16%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$95M 1,428,042 +2,181 +0.2%
Bank of America
9
Bank of America
North Carolina
$95M 1,427,666 +85,312 +6%
Ameriprise
10
Ameriprise
Minnesota
$90.7M 1,363,418 +522,299 +62%
AllianceBernstein
11
AllianceBernstein
Tennessee
$87.6M 1,317,835 +43,750 +3%
BAMCO Inc
12
BAMCO Inc
New York
$86.5M 1,299,982 -1,253 -0.1%
FMI
13
Fiduciary Management Inc
Wisconsin
$85.6M 1,287,511 -158,665 -11%
State Street
14
State Street
Massachusetts
$69.9M 1,050,269 -30,118 -3%
First Trust Advisors
15
First Trust Advisors
Illinois
$64.7M 973,465 +99,633 +11%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$62.8M 944,227 -68,123 -7%
Wells Fargo
17
Wells Fargo
California
$60.9M 916,069 -5,795 -0.6%
Northern Trust
18
Northern Trust
Illinois
$60.2M 905,484 -14,956 -2%
ACM
19
Atlanta Capital Management
Georgia
$58.9M 885,401 +2,216 +0.3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$55.5M 834,068 +37,737 +5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$50.1M 753,118 +24,804 +3%
GKIM
22
GW&K Investment Management
Massachusetts
$44.3M 665,388 -983 -0.1%
Goldman Sachs
23
Goldman Sachs
New York
$42.2M 634,531 -183,162 -22%
Franklin Resources
24
Franklin Resources
California
$40.3M 605,590 -308,681 -34%
RA
25
Royce & Associates
New York
$39.4M 592,061 +60,994 +11%
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