Houlihan Lokey
HLI
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.
40% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 83
7% more capital invested
Capital invested by funds: $2.81B → $3B (+$194M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.35% less ownership
Funds ownership: 102.18% → 99.83% (-2.3%)
6% less funds holding
Funds holding: 274 → 258 (-16)
31% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 51
51% less call options, than puts
Call options by funds: $431K | Put options by funds: $880K
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$53.2M |
| 2 |
BlackRock
New York
|
+$23.3M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$22.5M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$17.6M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$13.4M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$38.4M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$23M |
| 3 |
Millennium Management
New York
|
-$14.8M |
| 4 |
Goldman Sachs
New York
|
-$13.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Lazard Asset Management
New York
| – | -$44K | -800 | Closed |
|
|
SF
302
Synovus Financial
Columbus,
Georgia
| – | -$42K | -752 | Closed |
|
|
AF
303
Allworth Financial
Folsom,
California
| – | -$11K | -192 | Closed |
|
|
PA
304
Procyon Advisors
Shelton,
Connecticut
| – | -$8K | -150 | Closed |
|
|
JWM
305
Janiczek Wealth Management
Denver,
Colorado
| – | -$5K | -89 | Closed |
|
|
SWM
306
Selective Wealth Management
Forest,
Virginia
| – | -$3K | -50 | Closed |
|
|
PFO
307
Pathstone Family Office
Englewood,
New Jersey
| – | -$344 | -6 | -50% |
|
HLI Hedge Fund Activity: Q3 2020 in Review
258 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2020, worth a combined $3B — up 6.9% from $2.81B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of HLI and 35 opened new positions — a net loss of 16 holders — while 83 trimmed existing stakes and 116 added.
The largest buyer was First Trust Advisors, adding an estimated $53.2M. The largest seller was Ameriprise, cutting an estimated $38.4M.
- 258 institutional investors held Houlihan Lokey (HLI) as of Q3 2020, down from 274 in Q2 2020.
- Funds reported $3B of Houlihan Lokey stock for Q3 2020, up 6.9% quarter-over-quarter.
- 35 funds opened new Houlihan Lokey positions in Q3 2020 and 51 closed out, a net change of -16 holders.
- The largest Houlihan Lokey buyer in Q3 2020 was First Trust Advisors, an estimated $53.2M added.
- The largest Houlihan Lokey seller in Q3 2020 was Ameriprise, an estimated $38.4M sold.
Based on aggregated 13F filings for Q3 2020.