HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

187 hedge funds and large institutions have $2.16B invested in Houlihan Lokey in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 34 closing their positions.

Holders
187
Holders Change
-7
Holders Change %
-3.61%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
31
Increased
79
Reduced
47
Closed
34
Calls
$4K
Puts
$9.29M
Net Calls
-$9.28M
Net Calls Change
-$3.48M

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$30.8M
2
Franklin Resources
2
Franklin Resources
California
$62.9M
3
ACM
3
Atlanta Capital Management
Georgia
$22.8M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$98.7M
5
WRF
5
Waddell & Reed Financial
Kansas
$15.8M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$12.3M
2
WHG
2
Westwood Holdings Group
Texas
$37.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
ACL
4
Azora Capital LP
Florida
$0
5
ECM
5
Element Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$28.8M 590,277 +285 +0%
UBS Group
27
UBS Group
Switzerland
$25.2M 515,047 -5,740 -1%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$24.9M 509,860 +171,230 +51%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$23.8M 487,129 +80,161 +20%
ACM
30
Atlanta Capital Management
Georgia
$22.8M 466,976 +466,976 New
Stifel Financial
31
Stifel Financial
Missouri
$21.2M 432,798 -27,240 -6%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$19.1M 389,821 +67,901 +21%
Jennison Associates
33
Jennison Associates
New York
$18.6M 380,404 +35,658 +10%
WRF
34
Waddell & Reed Financial
Kansas
$15.8M 323,318 +323,318 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$15.8M 322,728 +77,275 +31%
Charles Schwab
36
Charles Schwab
California
$15.2M 311,805 +26,095 +9%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$13.3M 271,650 +25,126 +10%
EAM
38
Eagle Asset Management
Florida
$13.1M 268,339 +3,482 +1%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$12.3M 252,263 -758,582 -75%
Allianz Asset Management
40
Allianz Asset Management
Germany
$11.5M 236,301 -61,018 -21%
SSA
41
Schonfeld Strategic Advisors
New York
$11.4M 233,461 +76,349 +49%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$10.6M 217,905 -16,279 -7%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$9.72M 196,506 +190 +0.1%
HA
44
H2O AM
United Kingdom
$9.4M 192,399 -55,909 -23%
PC
45
Pier Capital
Connecticut
$8.39M 171,751 -5,484 -3%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$7.31M 149,509 -2,284 -2%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$6.67M 136,567 +136,567 New
DIA
48
Dean Investment Associates
Ohio
$6.51M 133,265 +16,865 +14%
First Trust Advisors
49
First Trust Advisors
Illinois
$5.92M 121,079 +3,742 +3%
Macquarie Group
50
Macquarie Group
Australia
$5.81M 118,945 – –
1
2
3 4 5