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Houlihan Lokey
HLI

Overview Fund Activity

289 hedge funds and large institutions have $3.41B invested in Houlihan Lokey in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 28 closing their positions.

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
60
Increased
106
Reduced
87
Closed
28
Calls
$4.97M
Puts
$982K
Net Calls
+$3.99M
Net Calls Change
+$4.44M

Top Buyers

1
EA
1
Emerald Advisers
Pennsylvania
$20.5M
2
BlackRock
2
BlackRock
New York
$274M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$318M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$193M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$61.5M
2
WHG
2
Westwood Holdings Group
Texas
$242K
3
WRF
3
Waddell & Reed Financial
Kansas
$50.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.13M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$58.7M
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
276
Quadrant Capital Group
Ohio
$3K 46 – –
EFSCE
277
Enterprise Financial Services Corp (EFSC)
Missouri
$3K 45 +45 New
AIG
278
American International Group
New York
$2.02K 30,091 -511 -2%
S
279
SignatureFD
Georgia
$2K 35 -152 -81%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$2K 28 – –
PWPS
281
Pinnacle Wealth Planning Services
Ohio
$2K 28 +28 New
LC
282
Lindbrook Capital
California
$1K 18 -95 -84%
BFC
283
Bedel Financial Consulting
Indiana
$1K 21 – –
JCM
284
Jacobi Capital Management
Pennsylvania
$1K 12 +12 New
LWM
285
Liberty Wealth Management
California
$1K 27 +27 New
Lord, Abbett & Co
286
Lord, Abbett & Co
New Jersey
– – -89,486 Closed
Renaissance Technologies
287
Renaissance Technologies
New York
– – -80,400 Closed
Citadel Advisors
288
Citadel Advisors
Florida
– – -64,084 Closed
AL
289
AJO LP
Pennsylvania
– – -61,238 Closed
WANY
290
Wealthspire Advisors (New York)
New York
– – -35,658 Closed
GC
291
Globeflex Capital
California
– – -26,085 Closed
DIA
292
Dana Investment Advisors
Wisconsin
– – -23,476 Closed
DIA
293
Dean Investment Associates
Ohio
– – -21,962 Closed
NA
294
NewEdge Advisors
Louisiana
– – -10,781 Closed
DCM
295
Dean Capital Management
Kansas
– – -10,633 Closed
Victory Capital Management
296
Victory Capital Management
Texas
– – -10,149 Closed
MWM
297
Mission Wealth Management
California
– – -8,000 Closed
II
298
Inspire Investing
Idaho
– – -5,940 Closed
GIM
299
Goelzer Investment Management
Indiana
– – -5,460 Closed
BSW
300
Buckingham Strategic Wealth
Missouri
– – -5,183 Closed
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