Houlihan Lokey
HLI
302 hedge funds and large institutions have $4.31B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 99 increasing their positions, 111 reducing their positions, and 27 closing their positions.
104% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 27
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
24% more capital invested
Capital invested by funds: $3.47B → $4.31B (+$834M)
9% more funds holding
Funds holding: 276 → 302 (+26)
1.11% more ownership
Funds ownership: 101.35% → 102.46% (+1.1%)
11% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 111
20% less call options, than puts
Call options by funds: $1.32M | Put options by funds: $1.64M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$29.8M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$21.3M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$21.2M |
| 4 |
Millennium Management
New York
|
+$10.5M |
| 5 |
ClearBridge Investments
New York
|
+$9.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$20.7M |
| 2 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$19.7M |
| 3 |
BlackRock
New York
|
-$16.7M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$10.8M |
HLI Hedge Fund Activity: Q2 2021 in Review
302 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2021, worth a combined $4.31B — up 24% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new HLI positions and 27 closed out — a net gain of 28 holders — while 99 added to existing stakes and 111 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $29.8M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $20.7M sold.
- 302 institutional investors held Houlihan Lokey (HLI) as of Q2 2021, up from 276 in Q1 2021.
- Funds reported $4.31B of Houlihan Lokey stock for Q2 2021, up 24% quarter-over-quarter.
- 55 funds opened new Houlihan Lokey positions in Q2 2021 and 27 closed out, a net change of +28 holders.
- The largest Houlihan Lokey buyer in Q2 2021 was Kayne Anderson Rudnick Investment Management, an estimated $29.8M added.
- The largest Houlihan Lokey seller in Q2 2021 was TimesSquare Capital Management, an estimated $20.7M sold.
Based on aggregated 13F filings for Q2 2021.