Houlihan Lokey
HLI
330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 124 reducing their positions, and 44 closing their positions.
736% more call options, than puts
Call options by funds: $4.52M | Put options by funds: $541K
12% more capital invested
Capital invested by funds: $4.4B → $4.92B (+$517M)
7% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 44
1% more funds holding
Funds holding: 328 → 330 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.39% less ownership
Funds ownership: 100.79% → 98.4% (-2.4%)
17% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$119M |
| 2 |
Millennium Management
New York
|
+$78.7M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$45.7M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$33.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$78.5M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
-$54.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$31.7M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$27.7M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$26.8M |
HLI Hedge Fund Activity: Q2 2023 in Review
330 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2023, worth a combined $4.92B — up 12% from $4.4B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new HLI positions and 44 closed out — a net gain of 3 holders — while 103 added to existing stakes and 124 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $119M. The largest seller was BlackRock, cutting an estimated $78.5M.
- 330 institutional investors held Houlihan Lokey (HLI) as of Q2 2023, up from 328 in Q1 2023.
- Funds reported $4.92B of Houlihan Lokey stock for Q2 2023, up 12% quarter-over-quarter.
- 47 funds opened new Houlihan Lokey positions in Q2 2023 and 44 closed out, a net change of +3 holders.
- The largest Houlihan Lokey buyer in Q2 2023 was Wellington Management Group, an estimated $119M added.
- The largest Houlihan Lokey seller in Q2 2023 was BlackRock, an estimated $78.5M sold.
Based on aggregated 13F filings for Q2 2023.