Houlihan Lokey
HLI
323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
66% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $746K
3% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 36
0.25% more ownership
Funds ownership: 98.8% → 99.05% (+0.25%)
0% more funds holding
Funds holding: 323 → 323 (0)
3% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 117
4% less capital invested
Capital invested by funds: $3.86B → $3.71B (-$155M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$44.4M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$31.4M |
| 3 |
Millennium Management
New York
|
+$29.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.85M |
| 5 |
BlackRock
New York
|
+$6.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$110M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$46.8M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$18.8M |
| 4 |
Goldman Sachs
New York
|
-$11.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$8.02M |
HLI Hedge Fund Activity: Q3 2022 in Review
323 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2022, worth a combined $3.71B — down 4% from $3.86B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HLI positions and 36 closed out — a net gain of 1 holder — while 113 added to existing stakes and 117 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $44.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $110M.
- 323 institutional investors held Houlihan Lokey (HLI) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $3.71B of Houlihan Lokey stock for Q3 2022, down 4% quarter-over-quarter.
- 37 funds opened new Houlihan Lokey positions in Q3 2022 and 36 closed out, a net change of +1 holder.
- The largest Houlihan Lokey buyer in Q3 2022 was Citadel Advisors, an estimated $44.4M added.
- The largest Houlihan Lokey seller in Q3 2022 was T. Rowe Price Associates, an estimated $110M sold.
Based on aggregated 13F filings for Q3 2022.