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Houlihan Lokey
HLI

Overview Fund Activity

274 hedge funds and large institutions have $2.81B invested in Houlihan Lokey in 2020 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
64
Increased
121
Reduced
66
Closed
16
Calls
$962K
Puts
$1.7M
Net Calls
-$740K
Net Calls Change
-$2.31M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$253M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$47.1M
3
WFMPM
3
Woodley Farra Manion Portfolio Management
Indiana
$16.4M
4
Millennium Management
4
Millennium Management
New York
$18.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$101M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.2M
3
AI
3
Ariel Investments
Illinois
$29.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$30.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
251
Flagship Harbor Advisors
Massachusetts
$17K 310 +165 +114%
CCA
252
Column Capital Advisors
Indiana
$16K 290 +290 New
AF
253
Allworth Financial
California
$11K 192 – –
IFAM
254
Institutional & Family Asset Management
Colorado
$9K 167 -37 -18%
PA
255
Parallel Advisors
California
$9K 172 +112 +187%
PA
256
Procyon Advisors
Connecticut
$8K 150 +42 +39%
S
257
SignatureFD
Georgia
$7K 118 +28 +31%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$6K 113 -23 -17%
GRP
259
Global Retirement Partners
California
$6K 104 – –
First Manhattan
260
First Manhattan
New York
$5K 100 – –
JWM
261
Janiczek Wealth Management
Colorado
$5K 89 +89 New
CTC
262
Central Trust Company
Missouri
$4K 70 – –
SL
263
Savior LLC
Massachusetts
$4K 79 – –
BAM
264
Bellevue Asset Management
Washington
$4K 71 – –
IA
265
IFP Advisors
Florida
$3K 47 -197 -81%
SPIA
266
Steward Partners Investment Advisory
New York
$3K 50 – –
SWM
267
Selective Wealth Management
Virginia
$3K 50 – –
LC
268
Lindbrook Capital
California
$3K 51 – –
VCM
269
Versant Capital Management
Arizona
$3K 66 +66 New
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$2K 28 – –
BFC
271
Bedel Financial Consulting
Indiana
$1K 21 – –
AIM
272
Artemis Investment Management
United Kingdom
– – -163,415 Closed
LW
273
Linscomb Wealth
Texas
– – -19,620 Closed
Balyasny Asset Management
274
Balyasny Asset Management
Illinois
– – -17,925 Closed
MSL
275
Mackay Shields LLC
New York
– – -17,500 Closed
8 9 10
11
12