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Houlihan Lokey
HLI

Overview Fund Activity

343 hedge funds and large institutions have $4.42B invested in Houlihan Lokey in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 120 reducing their positions, and 46 closing their positions.

Holders
343
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
136
Reduced
120
Closed
46
Calls
$2.92M
Puts
$1.44M
Net Calls
+$1.48M
Net Calls Change
-$4.65M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$49.6M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$39.1M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$13.3M
4
LOAME
4
Lombard Odier Asset Management (Europe)
United Kingdom
$10.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$47.3M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$65.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$763K
3
BlackRock
3
BlackRock
New York
$325M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$87M
5
Ameriprise
5
Ameriprise
Minnesota
$72.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$443M 5,042,914 -89,962 -2%
BlackRock
2
BlackRock
New York
$325M 3,707,014 -187,577 -5%
EARNEST Partners
3
EARNEST Partners
Georgia
$309M 3,519,698 -54,108 -2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$256M 2,914,244 +13,232 +0.5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$220M 2,502,906 +50,402 +2%
BAM
6
Burgundy Asset Management
Ontario, Canada
$139M 1,587,860 -47,252 -3%
Bank of America
7
Bank of America
North Carolina
$124M 1,414,349 +9,600 +0.7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$123M 1,398,417 +2,059 +0.1%
BAMCO Inc
9
BAMCO Inc
New York
$114M 1,300,976 -2,400 -0.2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$100M 1,144,161 -29,716 -3%
State Street
11
State Street
Massachusetts
$97.2M 1,107,322 -13,250 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$94.6M 1,076,740 +84,865 +9%
FMI
13
Fiduciary Management Inc
Wisconsin
$87M 991,164 -154,249 -13%
Ameriprise
14
Ameriprise
Minnesota
$72.1M 821,319 -148,754 -15%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$70.5M 802,394 +39,823 +5%
First Trust Advisors
16
First Trust Advisors
Illinois
$68M 774,565 +58,369 +8%
Northern Trust
17
Northern Trust
Illinois
$67.8M 771,677 -25,965 -3%
Wells Fargo
18
Wells Fargo
California
$67.3M 766,232 +83,405 +12%
VBA
19
Van Berkom & Associates
Quebec, Canada
$65.1M 740,941 -351,927 -32%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$56.7M 625,471 -108,150 -15%
ClearBridge Investments
21
ClearBridge Investments
New York
$53.3M 606,984 – –
GKIM
22
GW&K Investment Management
Massachusetts
$50.1M 571,114 -3,162 -0.6%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$49.6M 546,206 +290,963 +114%
Goldman Sachs
24
Goldman Sachs
New York
$47.3M 539,143 +115,602 +27%
Franklin Resources
25
Franklin Resources
California
$44.6M 507,830 -63,587 -11%
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