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Houlihan Lokey
HLI

Overview Fund Activity

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, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$172M
2
Millennium Management
2
Millennium Management
New York
$88.7M
3
Capital International Investors
3
Capital International Investors
California
$49.7M
4
Brown Advisory
4
Brown Advisory
Maryland
$36.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$310M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$304M
3
Bank of America
3
Bank of America
North Carolina
$104M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$12M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$252M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$497M 5,059,883 -153,849 -3%
BlackRock
2
BlackRock
New York
$310M 3,149,880 -867,764 -22%
EARNEST Partners
3
EARNEST Partners
Georgia
$304M 3,088,671 -606,834 -16%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$270M 2,742,448 +47,178 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$252M 2,567,219 -296,314 -10%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$172M 1,744,911 +1,319,663 +310%
BAM
7
Burgundy Asset Management
Ontario, Canada
$160M 1,630,486 +40,710 +3%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$134M 1,358,599 -10,458 -0.8%
BAMCO Inc
9
BAMCO Inc
New York
$128M 1,299,577 +1,000 +0.1%
ClearBridge Investments
10
ClearBridge Investments
New York
$116M 1,178,039 +2,973 +0.3%
FMI
11
Fiduciary Management Inc
Wisconsin
$112M 1,140,679 +53,799 +5%
Bank of America
12
Bank of America
North Carolina
$104M 1,055,504 -350,472 -25%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$103M 1,047,607 -32,540 -3%
Ameriprise
14
Ameriprise
Minnesota
$94.5M 960,843 +5,795 +0.6%
Millennium Management
15
Millennium Management
New York
$88.7M 902,664 +869,953 +2,660%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$87.2M 887,428 +119,195 +16%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$85.9M 873,628 +36,961 +4%
Morgan Stanley
18
Morgan Stanley
New York
$85.8M 873,040 -42,610 -5%
State Street
19
State Street
Massachusetts
$83.3M 846,988 -270,289 -24%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$75.5M 767,859 -220,286 -22%
VBA
21
Van Berkom & Associates
Quebec, Canada
$72.1M 733,427 -9,290 -1%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$68.4M 695,737 +3,747 +0.5%
GKIM
23
GW&K Investment Management
Massachusetts
$62.1M 632,085 -6,599 -1%
Wells Fargo
24
Wells Fargo
California
$58.1M 590,799 -72,583 -11%
Norges Bank
25
Norges Bank
Norway
$54.4M 553,567 -66,383 -11%
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