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Houlihan Lokey
HLI

Overview Fund Activity

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$254M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$16.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$19.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$531M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$11.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$300M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$119M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$26.4M
4
ACM
4
Atlanta Capital Management
Georgia
$52M
5
BlackRock
5
BlackRock
New York
$403M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$531M 5,132,876 +115,611 +2%
BlackRock
2
BlackRock
New York
$403M 3,894,591 -253,300 -6%
EARNEST Partners
3
EARNEST Partners
Georgia
$370M 3,573,806 -98,216 -3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$300M 2,901,012 -633,313 -18%
AllianceBernstein
5
AllianceBernstein
Tennessee
$254M 2,452,504 +860,727 +54%
BAM
6
Burgundy Asset Management
Ontario, Canada
$169M 1,635,112 +19,253 +1%
Bank of America
7
Bank of America
North Carolina
$145M 1,404,749 -4,209 -0.3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$145M 1,396,358 -27,750 -2%
BAMCO Inc
9
BAMCO Inc
New York
$135M 1,303,376 -9,496 -0.7%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$121M 1,173,877 -92,376 -7%
FMI
11
Fiduciary Management Inc
Wisconsin
$119M 1,145,413 -455,165 -28%
State Street
12
State Street
Massachusetts
$116M 1,120,572 +53,550 +5%
VBA
13
Van Berkom & Associates
Quebec, Canada
$113M 1,092,868 -139,815 -11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$103M 991,875 +11,883 +1%
Ameriprise
15
Ameriprise
Minnesota
$100M 970,073 -203,335 -17%
Northern Trust
16
Northern Trust
Illinois
$82.6M 797,642 -45,324 -5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$78.9M 762,571 +6,260 +0.8%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$75.7M 733,621 +40,147 +6%
First Trust Advisors
19
First Trust Advisors
Illinois
$74.1M 716,196 -41,680 -5%
Wells Fargo
20
Wells Fargo
California
$70.7M 682,827 -111,723 -14%
ClearBridge Investments
21
ClearBridge Investments
New York
$62.8M 606,984 +93,435 +18%
GKIM
22
GW&K Investment Management
Massachusetts
$59.4M 574,276 -3,783 -0.7%
Franklin Resources
23
Franklin Resources
California
$59.2M 571,417 -32,975 -5%
ACM
24
Atlanta Capital Management
Georgia
$52M 502,761 -269,588 -35%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$46.3M 446,801 -75,874 -15%
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