HLI Institutional Ownership
Houlihan Lokey, Inc.
1W: +1.5%
1M: +2.1%
3M: -4.9%
YTD: -24.7%
1Y: -33.3%
3Y: +35.2%
5Y: +36.5%
$132.35
+1.14 (+0.87%)
Weekly Expected Move ±4.6%
$119
$125
$131
$137
$143
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — HLI
598
Institutional Holders
-46 vs prior quarter
0.0%
Ownership
+0.00pp
$7B
Total Invested
55
New Positions
179
Increased
281
Reduced
74
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (687 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,240,406 | $694M | -40,394 | -0.8% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,774,115 | $367M | -4,295 | -0.2% | 2Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2,439,724 | $323M | +20,392 | +0.8% | 2Q | SEC ↗ |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 2,426,619 | $321M | -215,527 | -8.2% | 35Q | SEC ↗ |
| 5 | EARNEST PARTNERS LLC | 2,172,720 | $288M | -56,264 | -2.5% | 33Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 1,992,096 | $264M | +240,601 | +13.7% | 42Q | SEC ↗ |
| 7 | STATE STREET CORP | 1,749,472 | $232M | +55,776 | +3.3% | 44Q | SEC ↗ |
| 8 | MORGAN STANLEY | 1,690,245 | $224M | +98,236 | +6.2% | 44Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1,383,912 | $183M | +32,703 | +2.4% | 44Q | SEC ↗ |
| 10 | BANK OF MONTREAL /CAN | 1,300,687 | $172M | +151,088 | +13.1% | 33Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 1,227,541 | $162M | +739,389 | +151.5% | 9Q | SEC ↗ |
| 12 | Mayflower Financial Advisors, LLC | 1,122,126 | $149M | — | +0.0% | 4Q | SEC ↗ |
| 13 | NEUBERGER BERMAN GROUP LLC | 992,787 | $131M | +381,844 | +62.5% | 38Q | SEC ↗ |
| 14 | FIDUCIARY MANAGEMENT INC /WI | 938,411 | $124M | +134,839 | +16.8% | 27Q | SEC ↗ |
| 15 | WELLINGTON MANAGEMENT GROUP LLP | 929,760 | $123M | -431,650 | -31.7% | 15Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 890,616 | $118M | -60,256 | -6.3% | 15Q | SEC ↗ |
| 17 | BAMCO INC /NY | 869,544 | $115M | -191,859 | -18.1% | 35Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 825,406 | $109M | +201,690 | +32.3% | 15Q | SEC ↗ |
| 19 | Qube Research & Technologies Ltd | 705,487 | $93M | +450,323 | +176.5% | 10Q | SEC ↗ |
| 20 | DIMENSIONAL FUND ADVISORS LP | 692,896 | $92M | +76,377 | +12.4% | 38Q | SEC ↗ |
| 21 | FMR LLC | 690,813 | $91M | -165,211 | -19.3% | 33Q | SEC ↗ |
| 22 | NORGES BANK NEW | 656,486 | $87M | — | +0.0% | 1Q | SEC ↗ |
| 23 | SEI INVESTMENTS CO | 654,087 | $87M | -35,445 | -5.1% | 15Q | SEC ↗ |
| 24 | Clearbridge Investments, LLC | 635,294 | $84M | +10,066 | +1.6% | 22Q | SEC ↗ |
| 25 | LPL Financial LLC | 620,282 | $82M | +539,256 | +665.5% | 27Q | SEC ↗ |
| 26 | Invesco Ltd. | 561,266 | $74M | +86,492 | +18.2% | 40Q | SEC ↗ |
| 27 | Capital Research Global Investors | 526,868 | $70M | -787,806 | -59.9% | 6Q | SEC ↗ |
| 28 | NORTHERN TRUST CORP | 521,880 | $69M | -4,802 | -0.9% | 44Q | SEC ↗ |
| 29 | VAUGHAN NELSON INVESTMENT MANAGEMENT, | 514,374 | $68M | +265,604 | +106.8% | 2Q | SEC ↗ |
| 30 | AQR CAPITAL MANAGEMENT LLC | 486,239 | $64M | +86,897 | +21.8% | 27Q | SEC ↗ |
| 31 | WESTFIELD CAPITAL MANAGEMENT CO LP | 463,415 | $61M | -80,196 | -14.8% | 6Q | SEC ↗ |
| 32 | Sixth Street Partners Management Compa NEW | 458,942 | $61M | — | +0.0% | 1Q | SEC ↗ |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 458,942 | $61M | +6,331 | +1.4% | 15Q | SEC ↗ |
| 34 | Van Berkom & Associates Inc. | 436,412 | $58M | +30,434 | +7.5% | 30Q | SEC ↗ |
| 35 | NORDEA INVESTMENT MANAGEMENT AB | 430,600 | $57M | +379,579 | +744.0% | 33Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 417,511 | $55M | -284,076 | -40.5% | 7Q | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 406,981 | $54M | -13,665 | -3.2% | 44Q | SEC ↗ |
| 38 | Capital International Investors | 406,531 | $54M | +293,572 | +259.9% | 13Q | SEC ↗ |
| 39 | NATIXIS ADVISORS, LLC | 383,961 | $51M | +36,215 | +10.4% | 34Q | SEC ↗ |
| 40 | JENNISON ASSOCIATES LLC | 382,195 | $51M | -86,362 | -18.4% | 30Q | SEC ↗ |
| 41 | MILLENNIUM MANAGEMENT LLC | 375,874 | $50M | +223,925 | +147.4% | 6Q | SEC ↗ |
| 42 | GW&K Investment Management, LLC | 349,700 | $46M | -4,395 | -1.2% | 32Q | SEC ↗ |
| 43 | Thrivent Financial for Lutherans | 345,248 | $46M | -4,508 | -1.3% | 21Q | SEC ↗ |
| 44 | VANGUARD FIDUCIARY TRUST CO | 343,231 | $45M | +2,838 | +0.8% | 2Q | SEC ↗ |
| 45 | UBS Group AG | 321,436 | $43M | -37,669 | -10.5% | 44Q | SEC ↗ |
| 46 | WELLS FARGO & COMPANY/MN | 314,566 | $42M | -31,801 | -9.2% | 44Q | SEC ↗ |
| 47 | D. E. Shaw & Co., Inc. | 290,765 | $38M | +152,248 | +109.9% | 8Q | SEC ↗ |
| 48 | JONES FINANCIAL COMPANIES LLLP | 290,735 | $38M | -6,743 | -2.3% | 12Q | SEC ↗ |
| 49 | ENVESTNET ASSET MANAGEMENT INC | 288,794 | $38M | -40,647 | -12.3% | 31Q | SEC ↗ |
| 50 | TUDOR INVESTMENT CORP ET AL | 263,803 | $35M | +31,088 | +13.4% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 656,486 | $87M |
| Sixth Street Partners Management Co | 458,942 | $61M |
| ARIEL INVESTMENTS, LLC | 244,520 | $32M |
| MUFG Securities EMEA plc | 79,700 | $11M |
| RENAISSANCE TECHNOLOGIES LLC | 76,000 | $10M |
| Prana Capital Management, LP | 71,882 | $10M |
| Leith Wheeler Investment Counsel Lt | 61,888 | $8M |
| DARK FOREST CAPITAL MANAGEMENT LP | 40,895 | $5M |
| Jupiter Topco LLC | 30,584 | $4M |
| FJ Capital Management LLC | 17,497 | $2M |
| Polar Asset Management Partners Inc | 14,639 | $2M |
| CAPITAL FUND MANAGEMENT S.A. | 13,781 | $2M |
| GSA CAPITAL PARTNERS LLP | 12,657 | $2M |
| Aster Capital Management (DIFC) Ltd | 10,911 | $1M |
| ACADIAN ASSET MANAGEMENT LLC | 4,178 | $553K |
| Caitlin John, LLC | 3,833 | $507K |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 3,751 | $496K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 3,600 | $476K |
| Inspire Investing, LLC | 3,528 | $467K |
| Sepio Capital, LP | 3,406 | $451K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATION | 379,183 | $50M |
| CONGRESS ASSET MANAGEMENT CO | 232,980 | $31M |
| RENAISSANCE GROUP LLC | 151,275 | $20M |
| Balyasny Asset Management L.P. | 116,331 | $15M |
| ArrowMark Colorado Holdings LLC | 84,086 | $11M |
| Edgestream Partners, L.P. | 55,338 | $7M |
| Wealth High Governance Asset Manage | 47,784 | $6M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 41,346 | $5M |
| Robinhood Asset Management, LLC | 39,395 | $5M |
| JANE STREET GROUP, LLC | 35,494 | $5M |
| THOMAS STORY & SON LLC | 34,375 | $5M |
| Dorsey Wright & Associates | 28,123 | $4M |
| Wealth High Governance Capital Ltda | 25,816 | $3M |
| BW Gestao de Investimentos Ltda. | 25,816 | $3M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 21,011 | $3M |
| Weiss Asset Management LP | 19,558 | $3M |
| Daiwa Securities Group Inc. | 19,513 | $3M |
| Point72 Asset Management, L.P. | 18,421 | $2M |
| Cinctive Capital Management LP | 18,221 | $2M |
| Monument Capital Management | 16,337 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +739,389 | +151.5% | 1,227,541 |
| LPL Financial LLC | +539,256 | +665.5% | 620,282 |
| Qube Research & Technologies Ltd | +450,323 | +176.5% | 705,487 |
| NEUBERGER BERMAN GROUP LLC | +381,844 | +62.5% | 992,787 |
| NORDEA INVESTMENT MANAGEMENT AB | +379,579 | +744.0% | 430,600 |
| Capital International Investors | +293,572 | +259.9% | 406,531 |
| VAUGHAN NELSON INVESTMENT MANAGEMEN | +265,604 | +106.8% | 514,374 |
| ROYAL BANK OF CANADA | +240,601 | +13.7% | 1,992,096 |
| MILLENNIUM MANAGEMENT LLC | +223,925 | +147.4% | 375,874 |
| GOLDMAN SACHS GROUP INC | +201,690 | +32.3% | 825,406 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | +186,112 | +252.2% | 259,909 |
| Alyeska Investment Group, L.P. | +160,331 | +1483.7% | 171,137 |
| HRT FINANCIAL LP | +152,840 | +1119.3% | 166,495 |
| D. E. Shaw & Co., Inc. | +152,248 | +109.9% | 290,765 |
| BANK OF MONTREAL /CAN | +151,088 | +13.1% | 1,300,687 |
| FIDUCIARY MANAGEMENT INC /WI | +134,839 | +16.8% | 938,411 |
| Walleye Capital LLC | +122,550 | +4395.6% | 125,338 |
| BARCLAYS PLC | +100,619 | +100.7% | 200,535 |
| MORGAN STANLEY | +98,236 | +6.2% | 1,690,245 |
| AQR CAPITAL MANAGEMENT LLC | +86,897 | +21.8% | 486,239 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital Research Global Investors | -787,806 | -59.9% | 526,868 |
| Champlain Investment Partners, LLC | -507,741 | -70.7% | 209,983 |
| WELLINGTON MANAGEMENT GROUP LLP | -431,650 | -31.7% | 929,760 |
| RAYMOND JAMES FINANCIAL INC | -284,076 | -40.5% | 417,511 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -215,527 | -8.2% | 2,426,619 |
| BAMCO INC /NY | -191,859 | -18.1% | 869,544 |
| FMR LLC | -165,211 | -19.3% | 690,813 |
| Fiera Capital Corp | -154,627 | -42.8% | 206,982 |
| Caisse de depot et placement du Que | -139,771 | -51.4% | 132,289 |
| JANUS HENDERSON GROUP PLC | -128,982 | -79.5% | 33,186 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIA | -119,739 | -96.2% | 4,712 |
| Interval Partners, LP | -102,781 | -60.5% | 67,227 |
| JENNISON ASSOCIATES LLC | -86,362 | -18.4% | 382,195 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | -80,196 | -14.8% | 463,415 |
| Amundi | -76,347 | -67.3% | 37,118 |
| T. Rowe Price Investment Management | -72,020 | -51.4% | 68,030 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | -63,559 | -36.6% | 109,973 |
| BANK OF AMERICA CORP /DE | -60,256 | -6.3% | 890,616 |
| EARNEST PARTNERS LLC | -56,264 | -2.5% | 2,172,720 |
| ATWOOD & PALMER INC | -51,373 | -71.1% | 20,897 |