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Houlihan Lokey
HLI

Overview Fund Activity

187 hedge funds and large institutions have $2.16B invested in Houlihan Lokey in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 34 closing their positions.

Holders
187
Holders Change
-7
Holders Change %
-3.61%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
31
Increased
79
Reduced
47
Closed
34
Calls
$4K
Puts
$9.29M
Net Calls
-$9.28M
Net Calls Change
-$3.48M

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$30.8M
2
Franklin Resources
2
Franklin Resources
California
$62.9M
3
ACM
3
Atlanta Capital Management
Georgia
$22.8M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$98.7M
5
WRF
5
Waddell & Reed Financial
Kansas
$15.8M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$12.3M
2
WHG
2
Westwood Holdings Group
Texas
$37.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
ACL
4
Azora Capital LP
Florida
$0
5
ECM
5
Element Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WC
76
Weil Company
California
$1.52M 31,110 +5,746 +23%
GC
77
Globeflex Capital
California
$1.5M 30,697 -1,355 -4%
Truist Financial
78
Truist Financial
North Carolina
$1.43M 29,253 +29,253 New
AIC
79
Aurora Investment Counsel
Georgia
$1.4M 28,731 -17,558 -38%
DCM
80
Dean Capital Management
Kansas
$1.38M 28,220 +3,665 +15%
Los Angeles Capital Management
81
Los Angeles Capital Management
California
$1.35M 27,583 +3,045 +12%
LW
82
Linscomb Wealth
Texas
$1.35M 27,546 +27,546 New
AIG
83
American International Group
New York
$1.29M 26,359 +314 +1%
Invesco
84
Invesco
Georgia
$1.23M 25,066 -800 -3%
HA
85
Harbor Advisors
Florida
$1.22M 25,000 – –
OAM
86
Oppenheimer Asset Management
New York
$1.21M 24,839 +200 +0.8%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21M 24,837 +1,805 +8%
PPA
88
Parametric Portfolio Associates
Washington
$1.15M 23,457 -8,265 -26%
SO
89
STRS Ohio
Ohio
$1.09M 22,300 – –
DA
90
Denali Advisors
California
$1.08M 22,100 +5,300 +32%
CIC
91
Cornercap Investment Counsel
Georgia
$1.01M 20,740 -500 -2%
RFC
92
Regions Financial Corp
Alabama
$980K 20,058 +2,771 +16%
US Bancorp
93
US Bancorp
Minnesota
$938K 19,182 -163 -0.8%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$937K 19,174 -244 -1%
HighTower Advisors
95
HighTower Advisors
Illinois
$930K 19,099 +2,554 +15%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$907K 18,575 – –
SRAM
97
Stone Ridge Asset Management
New York
$893K 18,279 – –
MIM
98
MetLife Investment Management
New Jersey
$886K 18,135 – –
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
$882K 18,044 +1,169 +7%
AWM
100
Avior Wealth Management
Nebraska
$880K 18,010 – –
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4
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