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Houlihan Lokey
HLI

Overview Fund Activity

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.

Holders
258
Holders Change
-16
Holders Change %
-5.84%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
116
Reduced
83
Closed
51
Calls
$431K
Puts
$880K
Net Calls
-$449K
Net Calls Change
+$291K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$60M
2
BlackRock
2
BlackRock
New York
$224M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$60.8M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$80.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$73.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$46.9M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$27.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$38.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.78M
5
RA
5
Royce & Associates
New York
$30.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GKIM
26
GW&K Investment Management
Massachusetts
$37.9M 641,495 +2,640 +0.4%
TCM
27
TimesSquare Capital Management
New York
$32.9M 557,495 -65,905 -11%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$31.9M 539,944 +1,473 +0.3%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$31.7M 536,138 -11,092 -2%
AI
30
Ariel Investments
Illinois
$30.8M 522,157 -12,622 -2%
RA
31
Royce & Associates
New York
$30.1M 509,717 -184,260 -27%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$27.3M 469,201 -401,911 -46%
Jennison Associates
33
Jennison Associates
New York
$25.3M 427,720 +4,562 +1%
Charles Schwab
34
Charles Schwab
California
$22.5M 381,716 +5,744 +2%
EAM
35
Eagle Asset Management
Florida
$20.2M 347,223 -2,904 -0.8%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$19.6M 331,577 -72,964 -18%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$19.3M 326,504 -1,234 -0.4%
WHG
38
Westwood Holdings Group
Texas
$18.7M 316,603 -50,449 -14%
UBS Group
39
UBS Group
Switzerland
$18.5M 313,720 -6,682 -2%
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$16.9M 285,519 -73,708 -21%
WFMPM
41
Woodley Farra Manion Portfolio Management
Indiana
$16.5M 279,130 -15,290 -5%
Man Group
42
Man Group
United Kingdom
$13.7M 232,468 +60,944 +36%
AA
43
Ancora Advisors
Ohio
$12.7M 215,545 +198,545 +1,168%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$11.3M 191,879 +20,393 +12%
HCM
45
Hilton Capital Management
New York
$11.3M 191,815 +109,301 +132%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$10.1M 170,834 +24,907 +17%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$10M 169,965 +2,656 +2%
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$9.8M 166,015 -8,659 -5%
EVM
49
Eaton Vance Management
Massachusetts
$9.28M 157,085 +68,825 +78%
PP
50
Prudential plc
United Kingdom
$8.95M 151,551 +5,000 +3%
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