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Houlihan Lokey
HLI

Overview Fund Activity

187 hedge funds and large institutions have $2.16B invested in Houlihan Lokey in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 34 closing their positions.

Holders
187
Holders Change
-7
Holders Change %
-3.61%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
31
Increased
79
Reduced
47
Closed
34
Calls
$4K
Puts
$9.29M
Net Calls
-$9.28M
Net Calls Change
-$3.48M

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$30.8M
2
Franklin Resources
2
Franklin Resources
California
$62.9M
3
ACM
3
Atlanta Capital Management
Georgia
$22.8M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$98.7M
5
WRF
5
Waddell & Reed Financial
Kansas
$15.8M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$12.3M
2
WHG
2
Westwood Holdings Group
Texas
$37.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
ACL
4
Azora Capital LP
Florida
$0
5
ECM
5
Element Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$5.43M 111,185 +12,181 +12%
MIP
52
Mondrian Investment Partners
United Kingdom
$4.67M 95,465 +95,465 New
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$4.43M 90,730 -11,786 -11%
EVM
54
Eaton Vance Management
Massachusetts
$4.31M 88,200 +79 +0.1%
Barclays
55
Barclays
United Kingdom
$4.09M 83,641 +54,138 +183%
RJA
56
Raymond James & Associates
Florida
$4.02M 82,252 +1,357 +2%
MOACM
57
Mutual of America Capital Management
New York
$3.92M 80,180 +80,180 New
Swiss National Bank
58
Swiss National Bank
Switzerland
$3.82M 78,236 +6,000 +8%
Morgan Stanley
59
Morgan Stanley
New York
$3.61M 73,947 +45,412 +159%
Legal & General Group
60
Legal & General Group
United Kingdom
$3.43M 70,249 +62,334 +788%
Citadel Advisors
61
Citadel Advisors
Florida
$3.31M 67,719 -8,032 -11%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$3.28M 67,117 +36,370 +118%
Wellington Management Group
63
Wellington Management Group
Massachusetts
$3.21M 65,746 – –
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.14M 64,295 +23 +0%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.1M 63,513 +6,099 +11%
Man Group
66
Man Group
United Kingdom
$2.96M 60,461 +1,827 +3%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$2.71M 55,437 +4,528 +9%
WG
68
Winton Group
United Kingdom
$2.43M 49,728 -3,566 -7%
Principal Financial Group
69
Principal Financial Group
Iowa
$1.99M 40,637 +34,923 +611%
Holocene Advisors
70
Holocene Advisors
New York
$1.95M 39,872 -11,041 -22%
UBS AM
71
UBS AM
Illinois
$1.92M 39,367 -10,126 -20%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.89M 38,617 +2,645 +7%
BUB
73
BBVA USA Bancshares
Texas
$1.86M 37,985 -4,961 -12%
CS
74
Credit Suisse
Switzerland
$1.73M 35,290 -15,911 -31%
KOCAA
75
Knights of Columbus Asset Advisors
Connecticut
$1.71M 35,055 +35,055 New
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