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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
228
Holders Change
+41
Holders Change %
+21.93%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
58
Increased
86
Reduced
57
Closed
14
Calls
$1.81M
Puts
$239K
Net Calls
+$1.57M
Net Calls Change
+$10.9M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$34.5M
2
Norges Bank
Norges Bank
Norway
+$29.2M
3
FMI
Fiduciary Management Inc
Wisconsin
+$23.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$23.2M
5
Franklin Resources
Franklin Resources
California
+$20.1M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$20.5M
2
Stifel Financial
Stifel Financial
Missouri
-$18.6M
3
AI
Ariel Investments
Illinois
-$17.5M
4
Ameriprise
Ameriprise
Minnesota
-$17.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$2.31M -$1.53M -29,590 -40%
Fidelity International
77
Fidelity International
Bermuda
$2.3M +$2.29M +44,139 New
PMAM
78
Picton Mahoney Asset Management
Ontario, Canada
$2.25M +$2.23M +43,100 New
PIM
79
Paradice Investment Management
Colorado
$2.17M +$2.16M +41,725 New
Principal Financial Group
80
Principal Financial Group
Iowa
$2.14M +$25.4K +490 +1%
Macquarie Group
81
Macquarie Group
Australia
$2.05M -$4.13M -79,688 -67%
FLPIM
82
F.L. Putnam Investment Management
Massachusetts
$2.04M +$2.03M +39,150 New
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$1.96M -$53.1K -1,024 -3%
WANY
84
Wealthspire Advisors (New York)
New York
$1.86M +$1.85M +35,658 New
Deutsche Bank
85
Deutsche Bank
Germany
$1.73M +$807K +15,569 +88%
OAM
86
Oppenheimer Asset Management
New York
$1.73M +$433K +8,351 +34%
Truist Financial
87
Truist Financial
North Carolina
$1.71M +$187K +3,607 +12%
ACM
88
Argent Capital Management
Missouri
$1.54M +$1.53M +29,555 New
DIA
89
Dana Investment Advisors
Wisconsin
$1.5M +$1.49M +28,779 New
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$1.47M +$31.2K +602 +2%
AQR Capital Management
91
AQR Capital Management
Connecticut
$1.43M +$1.11M +21,388 +354%
PPA
92
Parametric Portfolio Associates
Washington
$1.41M +$184K +3,555 +15%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$1.4M -$11.7M -225,435 -89%
Legal & General Group
94
Legal & General Group
United Kingdom
$1.4M -$2.25M -43,490 -62%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.39M +$92.4K +1,782 +7%
Renaissance Technologies
96
Renaissance Technologies
New York
$1.35M +$1.35M +26,000 New
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$1.31M +$314K +6,056 +32%
GC
98
Globeflex Capital
California
$1.31M -$290K -5,599 -18%
HA
99
Harbor Advisors
Florida
$1.3M – – –
AIG
100
American International Group
New York
$1.3M -$74.6K -1,440 -5%
2 3
4
5 6

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.