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Houlihan Lokey
HLI

Overview Fund Activity

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
Holders
228
Holders Change
+41
Holders Change %
+21.93%
% of All Funds
5.04%
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
$51.5M
2
Norges Bank
Norges Bank
Norway
$29.3M
3
FMI
Fiduciary Management Inc
Wisconsin
$56.7M
4
Citadel Advisors
Citadel Advisors
Florida
$26.8M
5
Franklin Resources
Franklin Resources
California
$87.3M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
$19M
2
Stifel Financial
Stifel Financial
Missouri
$3.85M
3
AI
Ariel Investments
Illinois
$38.8M
4
Ameriprise
Ameriprise
Minnesota
$89.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
76
Morgan Stanley
New York
$2.31M -$1.54M -29,590 -40%
Fidelity International
77
Fidelity International
Bermuda
$2.3M +$2.3M +44,139 New
PMAM
78
Picton Mahoney Asset Management
Ontario, Canada
$2.25M +$2.25M +43,100 New
PIM
79
Paradice Investment Management
Colorado
$2.18M +$2.18M +41,725 New
Principal Financial Group
80
Principal Financial Group
Iowa
$2.14M +$25.5K +490 +1%
Macquarie Group
81
Macquarie Group
Australia
$2.05M -$4.15M -79,688 -67%
FLPIM
82
F.L. Putnam Investment Management
Massachusetts
$2.04M +$2.04M +39,150 New
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$1.96M -$53.4K -1,024 -3%
WANY
84
Wealthspire Advisors (New York)
New York
$1.86M +$1.86M +35,658 New
Deutsche Bank
85
Deutsche Bank
Germany
$1.73M +$812K +15,569 +88%
OAM
86
Oppenheimer Asset Management
New York
$1.73M +$435K +8,351 +34%
Truist Financial
87
Truist Financial
North Carolina
$1.71M +$188K +3,607 +12%
ACM
88
Argent Capital Management
Missouri
$1.54M +$1.54M +29,555 New
DIA
89
Dana Investment Advisors
Wisconsin
$1.5M +$1.5M +28,779 New
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$1.47M +$31.4K +602 +2%
AQR Capital Management
91
AQR Capital Management
Connecticut
$1.43M +$1.12M +21,388 +354%
PPA
92
Parametric Portfolio Associates
Washington
$1.41M +$185K +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 -$2.27M -43,490 -62%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.39M +$92.9K +1,782 +7%
Renaissance Technologies
96
Renaissance Technologies
New York
$1.36M +$1.36M +26,000 New
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$1.32M +$316K +6,056 +32%
GC
98
Globeflex Capital
California
$1.31M -$292K -5,599 -18%
HA
99
Harbor Advisors
Florida
$1.3M – – –
AIG
100
American International Group
New York
$1.3M -$75.1K -1,440 -5%
2 3
4
5 6