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Houlihan Lokey
HLI

Overview Fund Activity

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.

Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
Citadel Advisors
2
Citadel Advisors
Florida
$49.4M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$55.7M
4
Millennium Management
4
Millennium Management
New York
$40.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.7M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$5.47M
4
Goldman Sachs
4
Goldman Sachs
New York
$25M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$376M 4,988,205 -41,670 -0.8%
BlackRock
2
BlackRock
New York
$287M 3,808,002 +85,020 +2%
EARNEST Partners
3
EARNEST Partners
Georgia
$278M 3,686,423 +26,657 +0.7%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$210M 2,782,705 -49,560 -2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$182M 2,407,948 -6,352 -0.3%
BAM
6
Burgundy Asset Management
Ontario, Canada
$119M 1,583,863 -41,681 -3%
Bank of America
7
Bank of America
North Carolina
$107M 1,420,037 -20,053 -1%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$103M 1,360,703 +1,360,703 New
BAMCO Inc
9
BAMCO Inc
New York
$98.1M 1,300,895 – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$85.8M 1,138,671 -29,454 -3%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$83.4M 1,106,274 -11,677 -1%
State Street
12
State Street
Massachusetts
$81.5M 1,081,366 -152 -0%
Ameriprise
13
Ameriprise
Minnesota
$73.8M 979,156 +37,101 +4%
FMI
14
Fiduciary Management Inc
Wisconsin
$73.8M 978,848 -7,817 -0.8%
First Trust Advisors
15
First Trust Advisors
Illinois
$68M 901,547 +37,742 +4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$63.4M 841,540 +21,946 +3%
Northern Trust
17
Northern Trust
Illinois
$56.2M 745,057 -13,606 -2%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$55.7M 738,261 +387,692 +111%
VBA
19
Van Berkom & Associates
Quebec, Canada
$53.7M 712,575 -16,372 -2%
Wells Fargo
20
Wells Fargo
California
$50.4M 668,134 -31,697 -5%
Citadel Advisors
21
Citadel Advisors
Florida
$49.4M 654,691 +548,482 +516%
GKIM
22
GW&K Investment Management
Massachusetts
$48.4M 642,568 +38,231 +6%
ClearBridge Investments
23
ClearBridge Investments
New York
$45.8M 606,981 -1 -0%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$43.9M 571,043 +25,512 +5%
Millennium Management
25
Millennium Management
New York
$40.4M 535,742 +362,194 +209%
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