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Houlihan Lokey
HLI

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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 16

83% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 66

20% more funds holding

Funds holding: 228 → 274 (+46)

14% more capital invested

Capital invested by funds: $2.45B → $2.81B (+$355M)

5.34% less ownership

Funds ownership: 107.52% → 102.18% (-5.3%)

43% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.7M

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
5.62%
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
Nordea Investment Management
Nordea Investment Management
Sweden
+$34.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$34.1M
3
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
+$17.2M
4
Millennium Management
Millennium Management
New York
+$15M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$11.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$14.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$14M
3
AI
Ariel Investments
Illinois
-$12.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
101
Citigroup
New York
$1.88M +$860K +14,756 +78%
ACM
102
Argent Capital Management
Missouri
$1.88M +$243K +4,170 +14%
Voloridge Investment Management
103
Voloridge Investment Management
Florida
$1.76M +$1.17M +20,022 +171%
GC
104
Globeflex Capital
California
$1.7M +$320K +5,500 +22%
DTL
105
Dynamic Technology Lab
Singapore
$1.65M +$1.73M +29,686 New
Invesco
106
Invesco
Georgia
$1.57M -$1.66M -28,457 -50%
RFC
107
Regions Financial Corp
Alabama
$1.55M +$448K +7,680 +38%
Barclays
108
Barclays
United Kingdom
$1.53M -$1.14M -19,643 -42%
Deutsche Bank
109
Deutsche Bank
Germany
$1.52M -$346K -5,941 -18%
Legal & General Group
110
Legal & General Group
United Kingdom
$1.52M +$28.7K +492 +2%
AIG
111
American International Group
New York
$1.51M +$126K +2,156 +9%
BAM
112
Blueshift Asset Management
New Jersey
$1.5M +$1.57M +26,954 New
HighTower Advisors
113
HighTower Advisors
Illinois
$1.49M +$232K +3,989 +18%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.43M -$8.68K -149 -0.6%
HA
115
H2O AM
United Kingdom
$1.41M -$1.31M -22,438 -47%
HA
116
Harbor Advisors
Florida
$1.39M – – –
SBH
117
Segall Bryant & Hamill
Illinois
$1.39M +$1.45M +24,970 New
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$1.37M -$34K -583 -2%
AWM
119
AE Wealth Management
Kansas
$1.36M +$1.43M +24,520 New
TFA
120
Teamwork Financial Advisors
Texas
$1.36M +$1.42M +24,400 New
Assenagon Asset Management
121
Assenagon Asset Management
Luxembourg
$1.34M +$1.41M +24,162 New
NIPH
122
NN Investment Partners Holdings
Netherlands
$1.34M +$23.3K +400 +2%
AC
123
Athanor Capital
New York
$1.34M +$1.4M +24,021 New
IWA
124
Intercontinental Wealth Advisors
Texas
$1.32M +$236K +4,045 +21%
DIA
125
Dean Investment Associates
Ohio
$1.28M -$2.5M -42,891 -65%
3 4
5
6 7

HLI Hedge Fund Activity: Q2 2020 in Review

274 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2020, worth a combined $2.81B — up 14% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HLI positions and 16 closed out — a net gain of 48 holders — while 121 added to existing stakes and 66 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $34.2M. The largest seller was Ameriprise, cutting an estimated $14.8M.

  • 274 institutional investors held Houlihan Lokey (HLI) as of Q2 2020, up from 228 in Q1 2020.
  • Funds reported $2.81B of Houlihan Lokey stock for Q2 2020, up 14% quarter-over-quarter.
  • 64 funds opened new Houlihan Lokey positions in Q2 2020 and 16 closed out, a net change of +48 holders.
  • The largest Houlihan Lokey buyer in Q2 2020 was Nordea Investment Management, an estimated $34.2M added.
  • The largest Houlihan Lokey seller in Q2 2020 was Ameriprise, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2020.