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Houlihan Lokey
HLI

Overview Fund Activity

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$46.8M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$289M
3
Morgan Stanley
3
Morgan Stanley
New York
$34M
4
Ameriprise
4
Ameriprise
Minnesota
$74.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.38M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$66K
2
NA
2
NewEdge Advisors
Louisiana
$3.19M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$374K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$29.7M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$397M 5,029,875 -13,039 -0.3%
BlackRock
2
BlackRock
New York
$294M 3,722,982 +15,968 +0.4%
EARNEST Partners
3
EARNEST Partners
Georgia
$289M 3,659,766 +140,068 +4%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$224M 2,832,265 -81,979 -3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$191M 2,414,300 -88,606 -4%
BAM
6
Burgundy Asset Management
Ontario, Canada
$128M 1,625,544 +37,684 +2%
Bank of America
7
Bank of America
North Carolina
$114M 1,440,090 +25,741 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$109M 1,380,194 -18,223 -1%
BAMCO Inc
9
BAMCO Inc
New York
$103M 1,300,895 -81 -0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$92.2M 1,168,125 +91,385 +8%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$88.2M 1,117,951 -26,210 -2%
State Street
12
State Street
Massachusetts
$85.4M 1,081,518 -25,804 -2%
FMI
13
Fiduciary Management Inc
Wisconsin
$77.9M 986,665 -4,499 -0.5%
Ameriprise
14
Ameriprise
Minnesota
$74.3M 942,055 +120,736 +15%
First Trust Advisors
15
First Trust Advisors
Illinois
$68.2M 863,805 +89,240 +12%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$64.7M 819,594 +17,200 +2%
Northern Trust
17
Northern Trust
Illinois
$59.9M 758,663 -13,014 -2%
VBA
18
Van Berkom & Associates
Quebec, Canada
$57.5M 728,947 -11,994 -2%
Wells Fargo
19
Wells Fargo
California
$55.2M 699,831 -66,401 -9%
ClearBridge Investments
20
ClearBridge Investments
New York
$47.9M 606,982 -2 -0%
GKIM
21
GW&K Investment Management
Massachusetts
$47.7M 604,337 +33,223 +6%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$46.8M 592,963 +441,202 +291%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$42.7M 545,531 -79,940 -13%
Franklin Resources
24
Franklin Resources
California
$40M 506,242 -1,588 -0.3%
SEI Investments
25
SEI Investments
Pennsylvania
$38.2M 483,880 +93,693 +24%
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