Houlihan Lokey
HLI
334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 116 reducing their positions, and 37 closing their positions.
221% more call options, than puts
Call options by funds: $1.73M | Put options by funds: $540K
46% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 37
15% more capital invested
Capital invested by funds: $3.71B → $4.28B (+$571M)
3% more funds holding
Funds holding: 323 → 334 (+11)
3% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 116
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.57% less ownership
Funds ownership: 99.05% → 98.48% (-0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$61.8M |
| 2 |
Morgan Stanley
New York
|
+$46.9M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$39.3M |
| 4 |
ClearBridge Investments
New York
|
+$38.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$54.6M |
| 2 |
Millennium Management
New York
|
-$47.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.4M |
| 4 |
AI
Ariel Investments
Chicago,
Illinois
|
-$10.9M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$8.03M |
HLI Hedge Fund Activity: Q4 2022 in Review
334 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q4 2022, worth a combined $4.28B — up 15% from $3.71B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new HLI positions and 37 closed out — a net gain of 17 holders — while 119 added to existing stakes and 116 trimmed.
The largest buyer was BlackRock, adding an estimated $61.8M. The largest seller was Citadel Advisors, cutting an estimated $54.6M.
- 334 institutional investors held Houlihan Lokey (HLI) as of Q4 2022, up from 323 in Q3 2022.
- Funds reported $4.28B of Houlihan Lokey stock for Q4 2022, up 15% quarter-over-quarter.
- 54 funds opened new Houlihan Lokey positions in Q4 2022 and 37 closed out, a net change of +17 holders.
- The largest Houlihan Lokey buyer in Q4 2022 was BlackRock, an estimated $61.8M added.
- The largest Houlihan Lokey seller in Q4 2022 was Citadel Advisors, an estimated $54.6M sold.
Based on aggregated 13F filings for Q4 2022.