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Houlihan Lokey
HLI

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

170% more call options, than puts

Call options by funds: $7.12M | Put options by funds: $2.63M

31% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 99

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.92B → $5.39B (+$476M)

2% more funds holding

Funds holding: 330 → 336 (+6)

0.64% less ownership

Funds ownership: 98.39% → 97.75% (-0.64%)

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.33%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.63M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$101M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$26.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$16.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$98.5M
2
Millennium Management
Millennium Management
New York
-$71.9M
3
Fidelity International
Fidelity International
Bermuda
-$28.8M
4
Morgan Stanley
Morgan Stanley
New York
-$15.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$528M -$13.3M -129,143 -3%
EARNEST Partners
2
EARNEST Partners
Georgia
$335M +$3.57M +34,580 +1%
BlackRock
3
BlackRock
New York
$326M -$10.7M -103,421 -3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$296M +$1.82M +17,696 +0.6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$292M +$101M +978,776 +56%
BAM
6
Burgundy Asset Management
Ontario, Canada
$179M +$3.87M +37,551 +2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$173M -$98.5M -955,468 -37%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$161M +$63.9M +620,182 +70%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$145M -$225K -2,187 -0.2%
BAMCO Inc
10
BAMCO Inc
New York
$139M – – –
ClearBridge Investments
11
ClearBridge Investments
New York
$126M +$150K +1,456 +0.1%
FMI
12
Fiduciary Management Inc
Wisconsin
$124M +$1.57M +15,213 +1%
Ameriprise
13
Ameriprise
Minnesota
$118M +$14.2M +137,591 +14%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$112M -$388K -3,763 -0.4%
Bank of America
15
Bank of America
North Carolina
$109M -$4.02M -38,973 -4%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$102M +$7.68M +74,487 +9%
State Street
17
State Street
Massachusetts
$93.8M +$2.96M +28,689 +3%
VBA
18
Van Berkom & Associates
Quebec, Canada
$92.9M +$13.8M +133,609 +18%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$85.6M +$3.25M +31,523 +4%
Morgan Stanley
20
Morgan Stanley
New York
$77.5M -$15.5M -149,998 -17%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$71.2M -$3.19M -30,972 -4%
GKIM
22
GW&K Investment Management
Massachusetts
$68M +$293K +2,839 +0.4%
Norges Bank
23
Norges Bank
Norway
$60M +$704K +6,823 +1%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$58.7M +$4.26M +41,288 +8%
Capital International Investors
25
Capital International Investors
California
$54.1M -$516 -5 -0%
1
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HLI Hedge Fund Activity: Q3 2023 in Review

336 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2023, worth a combined $5.39B — up 9.7% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HLI positions and 40 closed out — a net gain of 12 holders — while 130 added to existing stakes and 99 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $101M. The largest seller was AllianceBernstein, cutting an estimated $98.5M.

  • 336 institutional investors held Houlihan Lokey (HLI) as of Q3 2023, up from 330 in Q2 2023.
  • Funds reported $5.39B of Houlihan Lokey stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 52 funds opened new Houlihan Lokey positions in Q3 2023 and 40 closed out, a net change of +12 holders.
  • The largest Houlihan Lokey buyer in Q3 2023 was Wellington Management Group, an estimated $101M added.
  • The largest Houlihan Lokey seller in Q3 2023 was AllianceBernstein, an estimated $98.5M sold.

Based on aggregated 13F filings for Q3 2023.