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Houlihan Lokey
HLI

Overview Fund Activity

289 hedge funds and large institutions have $3.41B invested in Houlihan Lokey in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 28 closing their positions.

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
60
Increased
106
Reduced
87
Closed
28
Calls
$4.97M
Puts
$982K
Net Calls
+$3.99M
Net Calls Change
+$4.44M

Top Buyers

1
EA
1
Emerald Advisers
Pennsylvania
$20.5M
2
BlackRock
2
BlackRock
New York
$274M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$318M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$193M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$61.5M
2
WHG
2
Westwood Holdings Group
Texas
$242K
3
WRF
3
Waddell & Reed Financial
Kansas
$50.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.13M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$58.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$40.9M 607,931 -48,531 -7%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$36.3M 539,520 -424 -0.1%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$35.9M 533,791 +64,590 +14%
RA
29
Royce & Associates
New York
$35.7M 531,067 +21,350 +4%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$32.4M 482,228 -53,910 -10%
TCM
31
TimesSquare Capital Management
New York
$29.2M 434,555 -122,940 -22%
Jennison Associates
32
Jennison Associates
New York
$27.1M 402,813 -24,907 -6%
AI
33
Ariel Investments
Illinois
$26.8M 398,231 -123,926 -24%
Charles Schwab
34
Charles Schwab
California
$26.4M 391,974 +10,258 +3%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$22.4M 333,622 +2,045 +0.6%
UBS Group
36
UBS Group
Switzerland
$21.4M 318,583 +4,863 +2%
EA
37
Emerald Advisers
Pennsylvania
$20.5M 304,420 +304,420 New
EMFAT
38
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.1M 298,690 +243,580 +442%
EAM
39
Eagle Asset Management
Florida
$19.6M 290,883 -56,340 -16%
WFMPM
40
Woodley Farra Manion Portfolio Management
Indiana
$19.5M 289,394 +10,264 +4%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$18M 267,231 -59,273 -18%
Morgan Stanley
42
Morgan Stanley
New York
$17.5M 259,733 +135,293 +109%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$17.3M 257,160 -28,359 -10%
AA
44
Ancora Advisors
Ohio
$14.9M 222,109 +6,564 +3%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$13M 193,192 +1,313 +0.7%
FLPIM
46
F.L. Putnam Investment Management
Massachusetts
$12.1M 180,018 +14,003 +8%
HCM
47
Hilton Capital Management
New York
$12.1M 179,581 -12,234 -6%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$11.6M 172,688 +1,854 +1%
EVM
49
Eaton Vance Management
Massachusetts
$10.6M 157,085 – –
ZCM
50
Ziegler Capital Management
Illinois
$10.1M 150,196 +3,809 +3%
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