Houlihan Lokey
HLI
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.
106% more call options, than puts
Call options by funds: $2.43M | Put options by funds: $1.18M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
23% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 92
2.38% more ownership
Funds ownership: 98.97% → 101.35% (+2.4%)
2% more capital invested
Capital invested by funds: $3.41B → $3.47B (+$60.2M)
4% less funds holding
Funds holding: 289 → 276 (-13)
22% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$77.2M |
| 2 |
BlackRock
New York
|
+$36.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$35.2M |
| 4 |
ClearBridge Investments
New York
|
+$25.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$50.4M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$20.8M |
| 3 |
Neuberger Berman Group
New York
|
-$19.4M |
| 4 |
Goldman Sachs
New York
|
-$12.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$11.4M |
HLI Hedge Fund Activity: Q1 2021 in Review
276 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2021, worth a combined $3.47B — up 1.8% from $3.41B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of HLI and 35 opened new positions — a net loss of 10 holders — while 92 trimmed existing stakes and 113 added.
The largest buyer was EARNEST Partners, adding an estimated $77.2M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $50.4M sold.
- 276 institutional investors held Houlihan Lokey (HLI) as of Q1 2021, down from 289 in Q4 2020.
- Funds reported $3.47B of Houlihan Lokey stock for Q1 2021, up 1.8% quarter-over-quarter.
- 35 funds opened new Houlihan Lokey positions in Q1 2021 and 45 closed out, a net change of -10 holders.
- The largest Houlihan Lokey buyer in Q1 2021 was EARNEST Partners, an estimated $77.2M added.
- The largest Houlihan Lokey seller in Q1 2021 was Waddell & Reed Financial, an estimated $50.4M sold.
Based on aggregated 13F filings for Q1 2021.