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Houlihan Lokey
HLI

Overview Fund Activity

308 hedge funds and large institutions have $4.76B invested in Houlihan Lokey in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 29 closing their positions.

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
38
Increased
120
Reduced
103
Closed
29
Calls
$7.29M
Puts
$3.93M
Net Calls
+$3.36M
Net Calls Change
+$3.69M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$44.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$28.9M
3
NA
3
NewEdge Advisors
Louisiana
$22.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$90.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$114M
2
BlackRock
2
BlackRock
New York
$382M
3
RA
3
Royce & Associates
New York
$32M
4
Ameriprise
4
Ameriprise
Minnesota
$108M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$117M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$462M 5,017,265 -100,619 -2%
BlackRock
2
BlackRock
New York
$382M 4,147,891 -234,525 -5%
EARNEST Partners
3
EARNEST Partners
Georgia
$338M 3,672,022 -30,080 -0.8%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$326M 3,534,325 -706 -0%
BAM
5
Burgundy Asset Management
Ontario, Canada
$149M 1,615,859 +32,211 +2%
FMI
6
Fiduciary Management Inc
Wisconsin
$147M 1,600,578 +20,073 +1%
AllianceBernstein
7
AllianceBernstein
Tennessee
$147M 1,591,777 +201,725 +15%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$131M 1,424,108 -4,809 -0.3%
Bank of America
9
Bank of America
North Carolina
$130M 1,408,958 +7,570 +0.5%
BAMCO Inc
10
BAMCO Inc
New York
$121M 1,312,872 +10,496 +0.8%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$117M 1,266,253 -168,178 -12%
VBA
12
Van Berkom & Associates
Quebec, Canada
$114M 1,232,683 -269,165 -18%
Ameriprise
13
Ameriprise
Minnesota
$108M 1,173,408 -172,365 -13%
State Street
14
State Street
Massachusetts
$98.3M 1,067,022 -16,596 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$90.3M 979,992 +118,907 +14%
Northern Trust
16
Northern Trust
Illinois
$77.6M 842,966 -27,407 -3%
Wells Fargo
17
Wells Fargo
California
$73.2M 794,550 +21,293 +3%
ACM
18
Atlanta Capital Management
Georgia
$71.1M 772,349 -93,905 -11%
First Trust Advisors
19
First Trust Advisors
Illinois
$69.8M 757,876 -66,285 -8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$69.7M 756,311 +6,523 +0.9%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$64.1M 693,474 -8,136 -1%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$60.2M 653,767 -108,295 -14%
Goldman Sachs
23
Goldman Sachs
New York
$57.4M 623,155 +8,398 +1%
Franklin Resources
24
Franklin Resources
California
$55.7M 604,392 -1,197 -0.2%
GKIM
25
GW&K Investment Management
Massachusetts
$53.2M 578,059 -88,063 -13%
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