HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

228 hedge funds and large institutions have $2.45B invested in Houlihan Lokey in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
228
Holders Change
+41
Holders Change %
+21.93%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
58
Increased
86
Reduced
57
Closed
14
Calls
$1.81M
Puts
$239K
Net Calls
+$1.57M
Net Calls Change
+$10.9M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$51.5M
2
Norges Bank
2
Norges Bank
Norway
$29.3M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$56.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$26.8M
5
Franklin Resources
5
Franklin Resources
California
$87.3M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$19M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.85M
3
AI
3
Ariel Investments
Illinois
$38.8M
4
Ameriprise
4
Ameriprise
Minnesota
$89.5M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$52.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MIP
51
Mondrian Investment Partners
United Kingdom
$5.25M 100,668 +5,203 +5%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$5.03M 96,458 +5,728 +6%
Allianz Asset Management
53
Allianz Asset Management
Germany
$4.63M 88,832 -147,469 -62%
EVM
54
Eaton Vance Management
Massachusetts
$4.6M 88,241 +41 +0%
CS
55
Credit Suisse
Switzerland
$4.58M 87,787 +52,497 +149%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.45M 85,296 +21,783 +34%
Millennium Management
57
Millennium Management
New York
$4.3M 82,418 +82,418 New
RJA
58
Raymond James & Associates
Florida
$4.29M 82,375 +123 +0.1%
Swiss National Bank
59
Swiss National Bank
Switzerland
$4.22M 81,036 +2,800 +4%
MOACM
60
Mutual of America Capital Management
New York
$4M 76,804 -3,376 -4%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$3.86M 74,204 +55,629 +299%
Stifel Financial
62
Stifel Financial
Missouri
$3.85M 73,202 -359,596 -83%
WC
63
Weil Company
California
$3.53M 67,795 +36,685 +118%
WCF
64
West Coast Financial
California
$3.47M 66,499 +66,499 New
DIA
65
Dean Investment Associates
Ohio
$3.44M 65,910 -67,355 -51%
Wellington Management Group
66
Wellington Management Group
Massachusetts
$3.43M 65,746 – –
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$3.34M 63,978 -317 -0.5%
SSA
68
Schonfeld Strategic Advisors
New York
$2.96M 56,762 -176,699 -76%
Invesco
69
Invesco
Georgia
$2.95M 56,660 +31,594 +126%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.91M 55,918 +481 +0.9%
HA
71
H2O AM
United Kingdom
$2.49M 47,760 -144,639 -75%
Barclays
72
Barclays
United Kingdom
$2.45M 47,095 -36,546 -44%
UBS AM
73
UBS AM
Illinois
$2.44M 46,731 +7,364 +19%
BUB
74
BBVA USA Bancshares
Texas
$2.38M 45,664 +7,679 +20%
WG
75
Winton Group
United Kingdom
$2.32M 44,457 -5,271 -11%
1 2
3
4 5