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Houlihan Lokey
HLI

Overview Fund Activity

274 hedge funds and large institutions have $2.81B invested in Houlihan Lokey in 2020 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
64
Increased
121
Reduced
66
Closed
16
Calls
$962K
Puts
$1.7M
Net Calls
-$740K
Net Calls Change
-$2.31M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$253M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$47.1M
3
WFMPM
3
Woodley Farra Manion Portfolio Management
Indiana
$16.4M
4
Millennium Management
4
Millennium Management
New York
$18.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$101M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.2M
3
AI
3
Ariel Investments
Illinois
$29.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$30.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$3.71M 66,749 +2,771 +4%
BIM
77
Bogle Investment Management
Massachusetts
$3.41M 61,343 +61,343 New
LCM
78
Laurion Capital Management
New York
$3.38M 60,743 +60,743 New
SSA
79
Schonfeld Strategic Advisors
New York
$3.1M 55,679 -1,083 -2%
Two Sigma Investments
80
Two Sigma Investments
New York
$3.02M 54,320 +54,320 New
PPA
81
Parametric Portfolio Associates
Washington
$3M 53,930 +26,918 +100%
UBS AM
82
UBS AM
Illinois
$2.93M 52,711 +5,980 +13%
BUB
83
BBVA USA Bancshares
Texas
$2.81M 50,443 +4,779 +10%
Squarepoint
84
Squarepoint
New York
$2.78M 49,991 +45,864 +1,111%
PIM
85
Paradice Investment Management
Colorado
$2.65M 47,625 +5,900 +14%
SO
86
STRS Ohio
Ohio
$2.57M 46,200 +28,300 +158%
Polen Capital Management
87
Polen Capital Management
Florida
$2.49M 44,701 +44,701 New
Macquarie Group
88
Macquarie Group
Australia
$2.47M 44,370 +5,113 +13%
AL
89
AJO LP
Pennsylvania
$2.43M 43,747 +43,747 New
BC
90
Brookfield Corp
Ontario, Canada
$2.23M 40,000 +40,000 New
CS
91
Credit Suisse
Switzerland
$2.18M 39,208 -48,579 -55%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$2.14M 38,484 +38,484 New
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$2.11M 37,899 +33,823 +830%
PAMU
94
Pictet Asset Management (UK)
United Kingdom
$2.11M 37,890 +37,890 New
Truist Financial
95
Truist Financial
North Carolina
$2.07M 37,099 +4,239 +13%
WANY
96
Wealthspire Advisors (New York)
New York
$1.98M 35,658 – –
AQR Capital Management
97
AQR Capital Management
Connecticut
$1.94M 34,878 +7,450 +27%
EGM
98
Engineers Gate Manager
New York
$1.93M 34,658 +14,660 +73%
OAM
99
Oppenheimer Asset Management
New York
$1.92M 34,528 +1,338 +4%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.9M 34,202 -3,391 -9%
2 3
4
5 6