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Houlihan Lokey
HLI

Overview Fund Activity

274 hedge funds and large institutions have $2.81B invested in Houlihan Lokey in 2020 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
64
Increased
121
Reduced
66
Closed
16
Calls
$962K
Puts
$1.7M
Net Calls
-$740K
Net Calls Change
-$2.31M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$253M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$47.1M
3
WFMPM
3
Woodley Farra Manion Portfolio Management
Indiana
$16.4M
4
Millennium Management
4
Millennium Management
New York
$18.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$101M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.2M
3
AI
3
Ariel Investments
Illinois
$29.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$30.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$8.12M 145,927 +12,230 +9%
WCF
52
West Coast Financial
California
$6.99M 125,598 +59,099 +89%
PC
53
Pier Capital
Connecticut
$6.65M 119,516 -40,324 -25%
Morgan Stanley
54
Morgan Stanley
New York
$6.18M 111,141 +66,784 +151%
Fidelity International
55
Fidelity International
Bermuda
$5.71M 102,641 +58,502 +133%
Swiss National Bank
56
Swiss National Bank
Switzerland
$5.53M 99,436 +18,400 +23%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$5.53M 99,331 +2,873 +3%
GPGA
58
Grandeur Peak Global Advisors
Utah
$5.43M 97,525 +74,300 +320%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$5.36M 96,413 +22,209 +30%
Lord, Abbett & Co
60
Lord, Abbett & Co
New Jersey
$5.32M 95,686 -5,700 -6%
VF
61
Virtu Financial
New York
$5.27M 94,752 +94,752 New
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.93M 88,669 +3,373 +4%
EVM
63
Eaton Vance Management
Massachusetts
$4.91M 88,260 +19 +0%
RJA
64
Raymond James & Associates
Florida
$4.9M 87,975 +5,600 +7%
First Trust Advisors
65
First Trust Advisors
Illinois
$4.89M 87,902 -34,444 -28%
HCM
66
Hilton Capital Management
New York
$4.59M 82,514 +82,514 New
MIP
67
Mondrian Investment Partners
United Kingdom
$4.58M 82,292 -18,376 -18%
Stifel Financial
68
Stifel Financial
Missouri
$4.51M 80,957 +7,755 +11%
Allianz Asset Management
69
Allianz Asset Management
Germany
$4.41M 79,187 -9,645 -11%
APG Asset Management
70
APG Asset Management
Netherlands
$4.4M 88,824 +88,824 New
CSS
71
Cubist Systematic Strategies
Connecticut
$4.29M 77,131 +64,458 +509%
WG
72
Winton Group
United Kingdom
$4.28M 77,002 +32,545 +73%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$4.12M 73,950 +18,032 +32%
MOACM
74
Mutual of America Capital Management
New York
$4M 71,887 -4,917 -6%
WC
75
Weil Company
California
$3.9M 70,111 +2,316 +3%
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