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Houlihan Lokey
HLI

Overview Fund Activity

228 hedge funds and large institutions have $2.45B invested in Houlihan Lokey in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
228
Holders Change
+41
Holders Change %
+21.93%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
58
Increased
86
Reduced
57
Closed
14
Calls
$1.81M
Puts
$239K
Net Calls
+$1.57M
Net Calls Change
+$10.9M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$51.5M
2
Norges Bank
2
Norges Bank
Norway
$29.3M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$56.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$26.8M
5
Franklin Resources
5
Franklin Resources
California
$87.3M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$19M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.85M
3
AI
3
Ariel Investments
Illinois
$38.8M
4
Ameriprise
4
Ameriprise
Minnesota
$89.5M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$52.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GKIM
26
GW&K Investment Management
Massachusetts
$34M 651,997 -30,149 -4%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$33.7M 646,965 +50,711 +9%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$30.5M 528,503 +18,643 +4%
Norges Bank
29
Norges Bank
Norway
$29.3M 562,907 +562,907 New
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$28.1M 538,577 +51,448 +11%
Citadel Advisors
31
Citadel Advisors
Florida
$26.8M 514,989 +447,270 +660%
Jennison Associates
32
Jennison Associates
New York
$21.4M 410,790 +30,386 +8%
UBS Group
33
UBS Group
Switzerland
$20M 384,662 -130,385 -25%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$19.7M 377,627 -12,194 -3%
WHG
35
Westwood Holdings Group
Texas
$19M 363,699 -396,379 -52%
Charles Schwab
36
Charles Schwab
California
$17.5M 336,339 +24,534 +8%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$16.7M 320,341 +48,691 +18%
EAM
38
Eagle Asset Management
Florida
$16.2M 311,730 +43,391 +16%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$15.4M 296,208 -26,520 -8%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$13.6M 283,731 +87,225 +44%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$12.2M 234,906 +234,906 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$10.5M 201,681 -16,224 -7%
PP
43
Prudential plc
United Kingdom
$8.97M 172,001 +172,001 New
ZCM
44
Ziegler Capital Management
Illinois
$8.88M 170,354 +170,354 New
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$8.81M 169,118 +19,609 +13%
PC
46
Pier Capital
Connecticut
$8.33M 159,840 -11,911 -7%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$6.97M 133,697 +22,512 +20%
Man Group
48
Man Group
United Kingdom
$6.73M 129,082 +68,621 +113%
First Trust Advisors
49
First Trust Advisors
Illinois
$6.38M 122,346 +1,267 +1%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$5.28M 101,386 +101,386 New
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