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Houlihan Lokey
HLI

Overview Fund Activity

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.

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
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
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$173M
2
Millennium Management
2
Millennium Management
New York
$22M
3
Fidelity International
3
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$528M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$528M 4,930,740 -129,143 -3%
EARNEST Partners
2
EARNEST Partners
Georgia
$335M 3,123,251 +34,580 +1%
BlackRock
3
BlackRock
New York
$326M 3,046,459 -103,421 -3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$296M 2,760,144 +17,696 +0.6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$292M 2,723,687 +978,776 +56%
BAM
6
Burgundy Asset Management
Ontario, Canada
$179M 1,668,037 +37,551 +2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$173M 1,611,751 -955,468 -37%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$161M 1,507,610 +620,182 +70%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$145M 1,356,412 -2,187 -0.2%
BAMCO Inc
10
BAMCO Inc
New York
$139M 1,299,577 – –
ClearBridge Investments
11
ClearBridge Investments
New York
$126M 1,179,495 +1,456 +0.1%
FMI
12
Fiduciary Management Inc
Wisconsin
$124M 1,155,892 +15,213 +1%
Ameriprise
13
Ameriprise
Minnesota
$118M 1,098,434 +137,591 +14%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$112M 1,043,844 -3,763 -0.4%
Bank of America
15
Bank of America
North Carolina
$109M 1,016,531 -38,973 -4%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$102M 948,115 +74,487 +9%
State Street
17
State Street
Massachusetts
$93.8M 875,677 +28,689 +3%
VBA
18
Van Berkom & Associates
Quebec, Canada
$92.9M 867,036 +133,609 +18%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$85.6M 799,382 +31,523 +4%
Morgan Stanley
20
Morgan Stanley
New York
$77.5M 723,042 -149,998 -17%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$71.2M 664,765 -30,972 -4%
GKIM
22
GW&K Investment Management
Massachusetts
$68M 634,924 +2,839 +0.4%
Norges Bank
23
Norges Bank
Norway
$60M 560,390 +6,823 +1%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$58.7M 548,160 +41,288 +8%
Capital International Investors
25
Capital International Investors
California
$54.1M 505,327 -5 -0%
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