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Houlihan Lokey
HLI

Overview Fund Activity

258 hedge funds and large institutions have $3B invested in Houlihan Lokey in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 83 reducing their positions, and 51 closing their positions.

Holders
258
Holders Change
-16
Holders Change %
-5.84%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
116
Reduced
83
Closed
51
Calls
$431K
Puts
$880K
Net Calls
-$449K
Net Calls Change
+$291K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$60M
2
BlackRock
2
BlackRock
New York
$224M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$60.8M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$80.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$73.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$46.9M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$27.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$38.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.78M
5
RA
5
Royce & Associates
New York
$30.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ZCM
51
Ziegler Capital Management
Illinois
$8.64M 146,387 -7,685 -5%
PPA
52
Parametric Portfolio Associates
Washington
$7.75M 131,307 +77,377 +143%
PC
53
Pier Capital
Connecticut
$7.73M 130,826 +11,310 +9%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$7.67M 132,050 -47,877 -27%
Morgan Stanley
55
Morgan Stanley
New York
$7.35M 124,440 +13,299 +12%
WCF
56
West Coast Financial
California
$7.31M 123,762 -1,836 -1%
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$7.19M 121,836 +121,836 New
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$6.91M 117,012 +17,681 +18%
Swiss National Bank
59
Swiss National Bank
Switzerland
$6.62M 112,036 +12,600 +13%
GPGA
60
Grandeur Peak Global Advisors
Utah
$5.95M 100,800 +3,275 +3%
Macquarie Group
61
Macquarie Group
Australia
$5.69M 96,272 +51,902 +117%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$5.45M 92,282 -4,131 -4%
Lord, Abbett & Co
63
Lord, Abbett & Co
New Jersey
$5.28M 89,486 -6,200 -6%
SSA
64
Schonfeld Strategic Advisors
New York
$5.16M 87,421 +31,742 +57%
APG Asset Management
65
APG Asset Management
Netherlands
$5.01M 99,524 +10,700 +12%
RJA
66
Raymond James & Associates
Florida
$4.94M 83,708 -4,267 -5%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$4.85M 82,103 +8,153 +11%
WC
68
Weil Company
California
$4.79M 81,101 +10,990 +16%
Renaissance Technologies
69
Renaissance Technologies
New York
$4.75M 80,400 -115,057 -59%
Stifel Financial
70
Stifel Financial
Missouri
$4.7M 79,612 -1,345 -2%
Polen Capital Management
71
Polen Capital Management
Florida
$4.66M 78,945 +34,244 +77%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$4.57M 77,449 +10,700 +16%
WG
73
Winton Group
United Kingdom
$4.41M 74,592 -2,410 -3%
Allianz Asset Management
74
Allianz Asset Management
Germany
$4.36M 73,833 -5,354 -7%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.36M 73,747 -14,922 -17%
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