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Houlihan Lokey
HLI

Overview Fund Activity

258 hedge funds and large institutions have $3B invested in Houlihan Lokey in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 83 reducing their positions, and 51 closing their positions.

Holders
258
Holders Change
-16
Holders Change %
-5.84%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
116
Reduced
83
Closed
51
Calls
$431K
Puts
$880K
Net Calls
-$449K
Net Calls Change
+$291K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$60M
2
BlackRock
2
BlackRock
New York
$224M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$60.8M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$80.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$73.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$46.9M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$27.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$38.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.78M
5
RA
5
Royce & Associates
New York
$30.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
76
STRS Ohio
Ohio
$4.3M 72,900 +26,700 +58%
GIA
77
GHP Investment Advisors
Colorado
$4.19M 70,887 +56,979 +410%
PAMU
78
Pictet Asset Management (UK)
United Kingdom
$3.88M 65,672 +27,782 +73%
Citadel Advisors
79
Citadel Advisors
Florida
$3.78M 64,084 -209,885 -77%
MIP
80
Mondrian Investment Partners
United Kingdom
$3.63M 57,889 -24,403 -30%
MOACM
81
Mutual of America Capital Management
New York
$3.62M 61,370 -10,517 -15%
AL
82
AJO LP
Pennsylvania
$3.62M 61,238 +17,491 +40%
EMFAT
83
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.25M 55,110 +55,110 New
UBS AM
84
UBS AM
Illinois
$3.16M 53,560 +849 +2%
SBH
85
Segall Bryant & Hamill
Illinois
$3.02M 51,173 +26,203 +105%
Barclays
86
Barclays
United Kingdom
$3.02M 51,084 +23,632 +86%
BUB
87
BBVA USA Bancshares
Texas
$2.98M 50,782 +339 +0.7%
Truist Financial
88
Truist Financial
North Carolina
$2.54M 43,088 +5,989 +16%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$2.42M 41,029 +2,545 +7%
CS
90
Credit Suisse
Switzerland
$2.36M 39,920 +712 +2%
WLPWM
91
Walled Lake Planning & Wealth Management
Illinois
$2.3M 38,867 +38,867 New
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$2.15M 36,392 +2,190 +6%
WANY
93
Wealthspire Advisors (New York)
New York
$2.11M 35,658 – –
WAM
94
Wealthspire Advisors (Maryland)
Maryland
$2.11M 35,658 +35,658 New
OAM
95
Oppenheimer Asset Management
New York
$2.07M 34,954 +426 +1%
OSIA
96
O'Shares Investment Advisers
Massachusetts
$2.04M 34,479 +34,479 New
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$2.02M 34,232 +2,534 +8%
Deutsche Bank
98
Deutsche Bank
Germany
$1.92M 32,447 +5,140 +19%
Legal & General Group
99
Legal & General Group
United Kingdom
$1.92M 32,449 +5,198 +19%
AG
100
AlphaSimPlex Group
Massachusetts
$1.9M 32,094 +22,185 +224%
2 3
4
5 6