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Houlihan Lokey
HLI

Overview Fund Activity

289 hedge funds and large institutions have $3.41B invested in Houlihan Lokey in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 28 closing their positions.

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
60
Increased
106
Reduced
87
Closed
28
Calls
$4.97M
Puts
$982K
Net Calls
+$3.99M
Net Calls Change
+$4.44M

Top Buyers

1
EA
1
Emerald Advisers
Pennsylvania
$20.5M
2
BlackRock
2
BlackRock
New York
$274M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$318M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$193M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$61.5M
2
WHG
2
Westwood Holdings Group
Texas
$242K
3
WRF
3
Waddell & Reed Financial
Kansas
$50.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.13M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$58.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
51
Prudential plc
United Kingdom
$9.88M 146,950 -4,601 -3%
PPA
52
Parametric Portfolio Associates
Washington
$9.54M 141,934 +10,627 +8%
PC
53
Pier Capital
Connecticut
$9.09M 135,272 +4,446 +3%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$8.89M 132,189 +15,177 +13%
WCF
55
West Coast Financial
California
$8.16M 121,379 -2,383 -2%
Millennium Management
56
Millennium Management
New York
$7.97M 118,496 +36,354 +44%
MAM
57
Montanaro Asset Management
United Kingdom
$7.87M 117,100 +117,100 New
Swiss National Bank
58
Swiss National Bank
Switzerland
$7.75M 115,336 +3,300 +3%
GPGA
59
Grandeur Peak Global Advisors
Utah
$7.53M 111,936 +11,136 +11%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$7.32M 108,839 +16,557 +18%
Polen Capital Management
61
Polen Capital Management
Florida
$7.01M 104,335 +25,390 +32%
Man Group
62
Man Group
United Kingdom
$6.66M 99,087 -133,381 -57%
RJA
63
Raymond James & Associates
Florida
$6.56M 97,547 +13,839 +17%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$6.3M 93,767 -38,283 -29%
GIA
65
GHP Investment Advisors
Colorado
$6.25M 93,025 +22,138 +31%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$5.99M 89,097 +6,994 +9%
APG Asset Management
67
APG Asset Management
Netherlands
$5.51M 100,324 +800 +0.8%
Stifel Financial
68
Stifel Financial
Missouri
$5.4M 80,312 +700 +0.9%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$5.26M 78,293 +844 +1%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.96M 73,771 +24 +0%
WC
71
Weil Company
California
$4.76M 70,757 -10,344 -13%
Allianz Asset Management
72
Allianz Asset Management
Germany
$4.35M 64,644 -9,189 -12%
CS
73
Credit Suisse
Switzerland
$4.18M 62,243 +22,323 +56%
Voloridge Investment Management
74
Voloridge Investment Management
Florida
$4.1M 61,040 +26,808 +78%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$4.08M 60,659 +60,659 New
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