Houlihan Lokey
343 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.
162% more call options, than puts
Call options by funds: $9.9M | Put options by funds: $3.78M
129% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 28
11% more funds holding
Funds holding: 308 → 343 (+35)
9% more capital invested
Capital invested by funds: $4.78B → $5.21B (+$434M)
3.66% less ownership
Funds ownership: 102.37% → 98.7% (-3.7%)
14% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 129
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$91.9M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$14.4M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$12.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.3M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$67.6M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$48.6M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$42.6M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$28.8M |
| 5 |
BlackRock
New York
|
-$27M |
HLI Hedge Fund Activity: Q4 2021 in Review
343 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q4 2021, worth a combined $5.21B — up 9.1% from $4.78B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new HLI positions and 28 closed out — a net gain of 36 holders — while 111 added to existing stakes and 129 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $91.9M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $67.6M.
- 343 institutional investors held Houlihan Lokey (HLI) as of Q4 2021, up from 308 in Q3 2021.
- Funds reported $5.21B of Houlihan Lokey stock for Q4 2021, up 9.1% quarter-over-quarter.
- 64 funds opened new Houlihan Lokey positions in Q4 2021 and 28 closed out, a net change of +36 holders.
- The largest Houlihan Lokey buyer in Q4 2021 was AllianceBernstein, an estimated $91.9M added.
- The largest Houlihan Lokey seller in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $67.6M sold.
Based on aggregated 13F filings for Q4 2021.