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Houlihan Lokey
HLI

Overview Fund Activity

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.

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
5.63%
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
Vanguard Group
1
Vanguard Group
Pennsylvania
$253M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$47.1M
3
WFMPM
3
Woodley Farra Manion Portfolio Management
Indiana
$16.4M
4
Millennium Management
4
Millennium Management
New York
$18.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$101M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.2M
3
AI
3
Ariel Investments
Illinois
$29.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$30.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Market Value Shares Shares
Change 		Shares
Change %
GKIM
26
GW&K Investment Management
Massachusetts
$35.5M 638,855 -13,142 -2%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$35.1M 630,090 +101,587 +19%
TCM
28
TimesSquare Capital Management
New York
$34.7M 623,400 -42,900 -6%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$30.4M 547,230 -190,335 -26%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$30M 538,471 -106 -0%
AI
31
Ariel Investments
Illinois
$29.8M 534,779 -209,078 -28%
Jennison Associates
32
Jennison Associates
New York
$23.5M 423,158 +12,368 +3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$22.5M 404,541 +26,914 +7%
Charles Schwab
34
Charles Schwab
California
$20.9M 375,972 +39,633 +12%
WHG
35
Westwood Holdings Group
Texas
$20.4M 367,052 +3,353 +0.9%
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$20M 359,227 +124,321 +53%
Millennium Management
37
Millennium Management
New York
$18.9M 340,340 +257,922 +313%
EAM
38
Eagle Asset Management
Florida
$18.9M 350,127 +38,397 +12%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$18.2M 327,738 +7,397 +2%
UBS Group
40
UBS Group
Switzerland
$17.8M 320,402 -64,260 -17%
WFMPM
41
Woodley Farra Manion Portfolio Management
Indiana
$16.4M 294,420 +294,420 New
Citadel Advisors
42
Citadel Advisors
Florida
$15.2M 273,969 -241,020 -47%
Renaissance Technologies
43
Renaissance Technologies
New York
$10.9M 195,457 +169,457 +652%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$10M 179,927 -21,754 -11%
FLPIM
45
F.L. Putnam Investment Management
Massachusetts
$9.72M 174,674 +135,524 +346%
Man Group
46
Man Group
United Kingdom
$9.54M 171,524 +42,442 +33%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$9.54M 171,486 +2,368 +1%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$9.31M 167,309 -128,899 -44%
ZCM
49
Ziegler Capital Management
Illinois
$8.57M 154,072 -16,282 -10%
PP
50
Prudential plc
United Kingdom
$8.15M 146,551 -25,450 -15%
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