Houlihan Lokey
HLI
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.
659% more call options, than puts
Call options by funds: $1.81M | Put options by funds: $239K
314% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
51% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 57
22% more funds holding
Funds holding: 187 → 228 (+41)
13% more capital invested
Capital invested by funds: $2.16B → $2.45B (+$290M)
1.57% more ownership
Funds ownership: 105.95% → 107.52% (+1.6%)
Top Buyers
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$34.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$29.2M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$23.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$23.2M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$20.1M |
Top Sellers
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$20.5M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$18.6M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
-$17.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.3M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$16.7M |
HLI Hedge Fund Activity: Q1 2020 in Review
228 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2020, worth a combined $2.45B — up 13% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new HLI positions and 14 closed out — a net gain of 44 holders — while 86 added to existing stakes and 57 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $34.5M. The largest seller was Westwood Holdings Group, cutting an estimated $20.5M.
- 228 institutional investors held Houlihan Lokey (HLI) as of Q1 2020, up from 187 in Q4 2019.
- Funds reported $2.45B of Houlihan Lokey stock for Q1 2020, up 13% quarter-over-quarter.
- 58 funds opened new Houlihan Lokey positions in Q1 2020 and 14 closed out, a net change of +44 holders.
- The largest Houlihan Lokey buyer in Q1 2020 was Waddell & Reed Financial, an estimated $34.5M added.
- The largest Houlihan Lokey seller in Q1 2020 was Westwood Holdings Group, an estimated $20.5M sold.
Based on aggregated 13F filings for Q1 2020.