Houlihan Lokey
HLI
392 hedge funds and large institutions have $6.65B invested in Houlihan Lokey in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 126 increasing their positions, 130 reducing their positions, and 26 closing their positions.
766% more call options, than puts
Call options by funds: $8.72M | Put options by funds: $1.01M
235% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 26
23% more capital invested
Capital invested by funds: $5.39B → $6.65B (+$1.25B)
16% more funds holding
Funds holding: 337 → 392 (+55)
8.42% more ownership
Funds ownership: 97.76% → 106.18% (+8.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$245M |
| 2 |
Neuberger Berman Group
New York
|
+$111M |
| 3 |
State Street
Boston,
Massachusetts
|
+$69M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$31.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$84.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$54.5M |
| 3 |
Millennium Management
New York
|
-$22M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$18.4M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$16.1M |
HLI Hedge Fund Activity: Q4 2023 in Review
392 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q4 2023, worth a combined $6.65B — up 23% from $5.39B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new HLI positions and 26 closed out — a net gain of 61 holders — while 126 added to existing stakes and 130 trimmed.
The largest buyer was BlackRock, adding an estimated $245M. The largest seller was AllianceBernstein, cutting an estimated $84.2M.
- 392 institutional investors held Houlihan Lokey (HLI) as of Q4 2023, up from 337 in Q3 2023.
- Funds reported $6.65B of Houlihan Lokey stock for Q4 2023, up 23% quarter-over-quarter.
- 87 funds opened new Houlihan Lokey positions in Q4 2023 and 26 closed out, a net change of +61 holders.
- The largest Houlihan Lokey buyer in Q4 2023 was BlackRock, an estimated $245M added.
- The largest Houlihan Lokey seller in Q4 2023 was AllianceBernstein, an estimated $84.2M sold.
Based on aggregated 13F filings for Q4 2023.