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Houlihan Lokey
HLI

Overview Fund Activity

289 hedge funds and large institutions have $3.41B invested in Houlihan Lokey in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 28 closing their positions.

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
60
Increased
106
Reduced
87
Closed
28
Calls
$4.97M
Puts
$982K
Net Calls
+$3.99M
Net Calls Change
+$4.44M

Top Buyers

1
EA
1
Emerald Advisers
Pennsylvania
$20.5M
2
BlackRock
2
BlackRock
New York
$274M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$318M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$193M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$61.5M
2
WHG
2
Westwood Holdings Group
Texas
$242K
3
WRF
3
Waddell & Reed Financial
Kansas
$50.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.13M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$58.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MOACM
76
Mutual of America Capital Management
New York
$4.04M 60,113 -1,257 -2%
MIP
77
Mondrian Investment Partners
United Kingdom
$3.89M 57,889 – –
PAMU
78
Pictet Asset Management (UK)
United Kingdom
$3.79M 56,368 -9,304 -14%
SO
79
STRS Ohio
Ohio
$3.74M 55,700 -17,200 -24%
UBS AM
80
UBS AM
Illinois
$3.73M 55,468 +1,908 +4%
GC
81
Gillson Capital
Illinois
$3.56M 52,967 +52,967 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$3.46M 48,339 +26,920 +126%
Barclays
83
Barclays
United Kingdom
$3.45M 51,286 +202 +0.4%
VI
84
Vestcor Inc
New Brunswick, Canada
$3.39M 50,395 +36,270 +257%
BUB
85
BBVA USA Bancshares
Texas
$3.38M 50,319 -463 -0.9%
SBH
86
Segall Bryant & Hamill
Illinois
$3.37M 50,157 -1,016 -2%
AII
87
AGF Investments Inc
Ontario, Canada
$3.36M 50,000 +50,000 New
Deutsche Bank
88
Deutsche Bank
Germany
$3.24M 48,148 +15,701 +48%
CIC
89
Crawford Investment Counsel
Georgia
$3.1M 46,037 +46,037 New
Truist Financial
90
Truist Financial
North Carolina
$2.88M 42,832 -256 -0.6%
SGI
91
Summit Global Investments
Utah
$2.78M 41,311 +31,611 +326%
Invesco
92
Invesco
Georgia
$2.66M 39,546 +12,029 +44%
WLPWM
93
Walled Lake Planning & Wealth Management
Illinois
$2.64M 39,323 +456 +1%
OSIA
94
O'Shares Investment Advisers
Massachusetts
$2.5M 37,147 +2,668 +8%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$2.49M 37,102 -3,927 -10%
OAM
96
Oppenheimer Asset Management
New York
$2.36M 35,155 +201 +0.6%
AG
97
AlphaSimPlex Group
Massachusetts
$2.27M 33,773 +1,679 +5%
SSA
98
Schonfeld Strategic Advisors
New York
$2.21M 32,800 -54,621 -62%
Legal & General Group
99
Legal & General Group
United Kingdom
$2.18M 32,406 -43 -0.1%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.07M 30,807 +2,599 +9%
2 3
4
5 6