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Houlihan Lokey
HLI

Overview Fund Activity

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K

Top Buyers

1
BlackRock
1
BlackRock
New York
$392M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.2M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$248M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$90.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.16M
2
Millennium Management
2
Millennium Management
New York
$220K
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
AI
4
Ariel Investments
Illinois
$0
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$444M 5,094,380 +106,175 +2%
BlackRock
2
BlackRock
New York
$392M 4,495,886 +687,884 +18%
EARNEST Partners
3
EARNEST Partners
Georgia
$319M 3,654,922 -31,501 -0.9%
AllianceBernstein
4
AllianceBernstein
Tennessee
$248M 2,845,604 +437,656 +18%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$235M 2,693,315 -89,390 -3%
BAM
6
Burgundy Asset Management
Ontario, Canada
$137M 1,577,091 -6,772 -0.4%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$118M 1,357,838 -2,865 -0.2%
Bank of America
8
Bank of America
North Carolina
$116M 1,336,049 -83,988 -6%
BAMCO Inc
9
BAMCO Inc
New York
$113M 1,301,173 +278 +0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$100M 1,149,398 +10,727 +0.9%
FMI
11
Fiduciary Management Inc
Wisconsin
$97.1M 1,114,131 +135,283 +14%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$95.7M 1,098,133 -8,141 -0.7%
State Street
13
State Street
Massachusetts
$93M 1,067,277 -14,089 -1%
ClearBridge Investments
14
ClearBridge Investments
New York
$90.2M 1,035,171 +428,190 +71%
Morgan Stanley
15
Morgan Stanley
New York
$81.2M 931,264 +522,178 +128%
First Trust Advisors
16
First Trust Advisors
Illinois
$78.4M 900,005 -1,542 -0.2%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$67.5M 774,994 +36,733 +5%
Ameriprise
18
Ameriprise
Minnesota
$65.5M 752,013 -227,143 -23%
Northern Trust
19
Northern Trust
Illinois
$62.8M 721,023 -24,034 -3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$61.7M 708,217 +318,801 +82%
VBA
21
Van Berkom & Associates
Quebec, Canada
$61M 699,294 -13,281 -2%
Wells Fargo
22
Wells Fargo
California
$57.4M 658,246 -9,888 -1%
GKIM
23
GW&K Investment Management
Massachusetts
$55.5M 637,212 -5,356 -0.8%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$44.6M 510,080 -60,963 -11%
Franklin Resources
25
Franklin Resources
California
$44.5M 510,262 -1,834 -0.4%
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