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Houlihan Lokey
HLI
HLI
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.
New
Increased
Maintained
Reduced
Closed
40% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 83
7% more capital invested
Capital invested by funds: $2.81B → $3B (+$194M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.35% less ownership
Funds ownership: 102.18% → 99.83% (-2.3%)
6% less funds holding
Funds holding: 274 → 258 (-16)
31% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 51
51% less call options, than puts
Call options by funds: $431K | Put options by funds: $880K
Holders
258
Holders Change
-16
Holders Change %
-5.84%
% of All Funds
5.21%
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
Wheaton,
Illinois
|
+$53.2M |
| 2 |
BlackRock
New York
|
+$23.3M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$22.5M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$17.6M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$13.4M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$38.4M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$23M |
| 3 |
Millennium Management
New York
|
-$14.8M |
| 4 |
Goldman Sachs
New York
|
-$13.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$12M |
