Houlihan Lokey
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.
160% more call options, than puts
Call options by funds: $2.01M | Put options by funds: $773K
0.47% less ownership
Funds ownership: 99.27% → 98.8% (-0.47%)
6% less funds holding
Funds holding: 343 → 323 (-20)
13% less capital invested
Capital invested by funds: $4.42B → $3.86B (-$555M)
21% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 136
22% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 55
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$36.9M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
+$11.7M |
| 3 |
Morgan Stanley
New York
|
+$11.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$8.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$22.4M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$21.9M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$18.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$14.9M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$11.8M |
HLI Hedge Fund Activity: Q2 2022 in Review
323 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2022, worth a combined $3.86B — down 13% from $4.42B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of HLI and 43 opened new positions — a net loss of 12 holders — while 136 trimmed existing stakes and 107 added.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $36.9M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $22.4M.
- 323 institutional investors held Houlihan Lokey (HLI) as of Q2 2022, down from 343 in Q1 2022.
- Funds reported $3.86B of Houlihan Lokey stock for Q2 2022, down 13% quarter-over-quarter.
- 43 funds opened new Houlihan Lokey positions in Q2 2022 and 55 closed out, a net change of -12 holders.
- The largest Houlihan Lokey buyer in Q2 2022 was Jacobs Levy Equity Management, an estimated $36.9M added.
- The largest Houlihan Lokey seller in Q2 2022 was Robeco Institutional Asset Management, an estimated $22.4M sold.
Based on aggregated 13F filings for Q2 2022.