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Houlihan Lokey
HLI

Overview Fund Activity

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$289M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$129M
4
Millennium Management
4
Millennium Management
New York
$11.8M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$42M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$123M
2
TCM
2
TimesSquare Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$358M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$62.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$67.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$419M 5,117,884 +37,814 +0.7%
BlackRock
2
BlackRock
New York
$358M 4,382,416 -231,055 -5%
EARNEST Partners
3
EARNEST Partners
Georgia
$303M 3,702,102 +43,928 +1%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$289M 3,535,031 +412,298 +13%
BAM
5
Burgundy Asset Management
Ontario, Canada
$130M 1,583,648 -16,952 -1%
FMI
6
Fiduciary Management Inc
Wisconsin
$129M 1,580,505 +292,994 +23%
VBA
7
Van Berkom & Associates
Quebec, Canada
$123M 1,501,848 -272,220 -15%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$117M 1,434,431 -74,212 -5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$117M 1,428,917 +875 +0.1%
Bank of America
10
Bank of America
North Carolina
$115M 1,401,388 -26,278 -2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$114M 1,390,052 +72,217 +5%
Ameriprise
12
Ameriprise
Minnesota
$110M 1,345,773 -17,645 -1%
BAMCO Inc
13
BAMCO Inc
New York
$107M 1,302,376 +2,394 +0.2%
State Street
14
State Street
Massachusetts
$88.6M 1,083,618 +33,349 +3%
Northern Trust
15
Northern Trust
Illinois
$71.2M 870,373 -35,111 -4%
ACM
16
Atlanta Capital Management
Georgia
$70.9M 866,254 -19,147 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$70.4M 861,085 +27,017 +3%
First Trust Advisors
18
First Trust Advisors
Illinois
$67.4M 824,161 -149,304 -15%
Wells Fargo
19
Wells Fargo
California
$63.2M 773,257 -142,812 -16%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$62.3M 762,062 -182,165 -19%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$61.3M 749,788 -3,330 -0.4%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$57.4M 701,610 +122,366 +21%
GKIM
23
GW&K Investment Management
Massachusetts
$54.5M 666,122 +734 +0.1%
Goldman Sachs
24
Goldman Sachs
New York
$50.3M 614,757 -19,774 -3%
Franklin Resources
25
Franklin Resources
California
$49.5M 605,589 -1 -0%
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