We are live on ! Find out more
HLI icon

Houlihan Lokey
HLI

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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 16

83% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 66

20% more funds holding

Funds holding: 228 → 274 (+46)

14% more capital invested

Capital invested by funds: $2.45B → $2.81B (+$355M)

5.34% less ownership

Funds ownership: 107.52% → 102.18% (-5.3%)

43% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.7M

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
5.62%
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
Nordea Investment Management
Nordea Investment Management
Sweden
+$34.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$34.1M
3
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
+$17.2M
4
Millennium Management
Millennium Management
New York
+$15M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$11.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$14.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$14M
3
AI
Ariel Investments
Illinois
-$12.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
276
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$831K -15,942 Closed
CIC
277
Cornercap Investment Counsel
Georgia
– -$653K -12,526 Closed
MWM
278
Mission Wealth Management
California
– -$573K -11,000 Closed
Mitsubishi UFJ Trust & Banking
279
Mitsubishi UFJ Trust & Banking
Japan
– -$532K -10,205 Closed
Point72 Asset Management
280
Point72 Asset Management
Connecticut
– -$521K -10,000 Closed
Parallax Volatility Advisers
281
Parallax Volatility Advisers
California
– -$314K -6,029 Closed
FC
282
FORA Capital
Florida
– -$311K -5,964 Closed
MA
283
MYDA Advisors
New York
– -$302K -5,800 Closed
HAG
284
HighPoint Advisor Group
Illinois
– -$206K -3,775 Closed
QT
285
Quantbot Technologies
New York
– -$95K -1,831 Closed
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
– -$82K -1,564 Closed
LSA
287
Lion Street Advisors
Texas
– -$9K -166 Closed
PFO
288
Pathstone Family Office
New Jersey
– +$699 +12 New
8 9 10 11
12

HLI Hedge Fund Activity: Q2 2020 in Review

274 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2020, worth a combined $2.81B — up 14% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HLI positions and 16 closed out — a net gain of 48 holders — while 121 added to existing stakes and 66 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $34.2M. The largest seller was Ameriprise, cutting an estimated $14.8M.

  • 274 institutional investors held Houlihan Lokey (HLI) as of Q2 2020, up from 228 in Q1 2020.
  • Funds reported $2.81B of Houlihan Lokey stock for Q2 2020, up 14% quarter-over-quarter.
  • 64 funds opened new Houlihan Lokey positions in Q2 2020 and 16 closed out, a net change of +48 holders.
  • The largest Houlihan Lokey buyer in Q2 2020 was Nordea Investment Management, an estimated $34.2M added.
  • The largest Houlihan Lokey seller in Q2 2020 was Ameriprise, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2020.