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Houlihan Lokey
HLI

Overview Fund Activity

258 hedge funds and large institutions have $3B invested in Houlihan Lokey in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 83 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-16
Holders Change %
-5.84%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
116
Reduced
83
Closed
51
Calls
$431K
Puts
$880K
Net Calls
-$449K
Net Calls Change
+$291K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$60M
2
BlackRock
BlackRock
New York
$224M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$60.8M
4
FMI
Fiduciary Management Inc
Wisconsin
$80.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
$73.3M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$46.9M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$27.3M
3
Goldman Sachs
Goldman Sachs
New York
$38.5M
4
Citadel Advisors
Citadel Advisors
Florida
$3.78M
5
RA
Royce & Associates
New York
$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
251
Versant Capital Management
Arizona
$3K – – –
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
ETC
253
Exchange Traded Concepts
Oklahoma
$2K +$2K +40 New
BFC
254
Bedel Financial Consulting
Indiana
$1K – – –
FFA
255
Founders Financial Alliance
North Carolina
$1K +$1K +13 New
VF
256
Virtu Financial
New York
– -$5.27M -94,752 Closed
BIM
257
Bogle Investment Management
Massachusetts
– -$3.41M -61,343 Closed
LCM
258
Laurion Capital Management
New York
– -$3.38M -60,743 Closed
Squarepoint
259
Squarepoint
New York
– -$2.78M -49,991 Closed
PIM
260
Paradice Investment Management
Colorado
– -$2.65M -47,625 Closed
BC
261
Brookfield Corp
Ontario, Canada
– -$2.23M -40,000 Closed
Janus Henderson Group
262
Janus Henderson Group
United Kingdom
– -$2.11M -37,899 Closed
EGM
263
Engineers Gate Manager
New York
– -$1.93M -34,658 Closed
BAM
264
Blueshift Asset Management
New Jersey
– -$1.5M -26,954 Closed
HA
265
H2O AM
United Kingdom
– -$1.41M -25,322 Closed
Assenagon Asset Management
266
Assenagon Asset Management
Luxembourg
– -$1.34M -24,162 Closed
Los Angeles Capital Management
267
Los Angeles Capital Management
California
– -$1.14M -20,423 Closed
PMAM
268
Picton Mahoney Asset Management
Ontario, Canada
– -$996K -17,900 Closed
PL
269
Polianta Ltd
Jersey
– -$979K -17,600 Closed
AIC
270
Aurora Investment Counsel
Georgia
– -$963K -17,300 Closed
AIMCA
271
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$748K -13,437 Closed
Wellington Management Group
272
Wellington Management Group
Massachusetts
– -$743K -13,352 Closed
TC
273
TwinBeech Capital
New York
– -$637K -11,456 Closed
SM
274
Sciencast Management
New Jersey
– -$609K -11,007 Closed
SRAM
275
Stone Ridge Asset Management
New York
– -$592K -10,641 Closed
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