Houlihan Lokey
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.
300% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 16
83% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 66
20% more funds holding
Funds holding: 228 → 274 (+46)
14% more capital invested
Capital invested by funds: $2.45B → $2.81B (+$355M)
5.34% less ownership
Funds ownership: 107.52% → 102.18% (-5.3%)
43% less call options, than puts
Call options by funds: $962K | Put options by funds: $1.7M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$34.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.1M |
| 3 |
WFMPM
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
+$17.2M |
| 4 |
Millennium Management
New York
|
+$15M |
| 5 |
Neuberger Berman Group
New York
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$14M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
-$12.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.1M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.51M |
HLI Hedge Fund Activity: Q2 2020 in Review
274 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2020, worth a combined $2.81B — up 14% from $2.45B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new HLI positions and 16 closed out — a net gain of 48 holders — while 121 added to existing stakes and 66 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $34.2M. The largest seller was Ameriprise, cutting an estimated $14.8M.
- 274 institutional investors held Houlihan Lokey (HLI) as of Q2 2020, up from 228 in Q1 2020.
- Funds reported $2.81B of Houlihan Lokey stock for Q2 2020, up 14% quarter-over-quarter.
- 64 funds opened new Houlihan Lokey positions in Q2 2020 and 16 closed out, a net change of +48 holders.
- The largest Houlihan Lokey buyer in Q2 2020 was Nordea Investment Management, an estimated $34.2M added.
- The largest Houlihan Lokey seller in Q2 2020 was Ameriprise, an estimated $14.8M sold.
Based on aggregated 13F filings for Q2 2020.