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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 %
Citigroup
101
Citigroup
New York
$1.88M 33,741 +14,756 +78%
ACM
102
Argent Capital Management
Missouri
$1.88M 33,725 +4,170 +14%
Voloridge Investment Management
103
Voloridge Investment Management
Florida
$1.76M 31,698 +20,022 +171%
GC
104
Globeflex Capital
California
$1.7M 30,598 +5,500 +22%
DTL
105
Dynamic Technology Lab
Singapore
$1.65M 29,686 +29,686 New
Invesco
106
Invesco
Georgia
$1.57M 28,203 -28,457 -50%
RFC
107
Regions Financial Corp
Alabama
$1.56M 27,951 +7,680 +38%
Barclays
108
Barclays
United Kingdom
$1.53M 27,452 -19,643 -42%
Deutsche Bank
109
Deutsche Bank
Germany
$1.52M 27,307 -5,941 -18%
Legal & General Group
110
Legal & General Group
United Kingdom
$1.52M 27,251 +492 +2%
AIG
111
American International Group
New York
$1.51M 27,075 +2,156 +9%
BAM
112
Blueshift Asset Management
New Jersey
$1.5M 26,954 +26,954 New
HighTower Advisors
113
HighTower Advisors
Illinois
$1.49M 26,696 +3,989 +18%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.43M 26,470 -149 -0.6%
HA
115
H2O AM
United Kingdom
$1.41M 25,322 -22,438 -47%
HA
116
Harbor Advisors
Florida
$1.39M 25,000 – –
SBH
117
Segall Bryant & Hamill
Illinois
$1.39M 24,970 +24,970 New
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$1.37M 24,647 -583 -2%
AWM
119
AE Wealth Management
Kansas
$1.36M 24,520 +24,520 New
TFA
120
Teamwork Financial Advisors
Texas
$1.36M 24,400 +24,400 New
Assenagon Asset Management
121
Assenagon Asset Management
Luxembourg
$1.34M 24,162 +24,162 New
NIPH
122
NN Investment Partners Holdings
Netherlands
$1.34M 24,100 +400 +2%
AC
123
Athanor Capital
New York
$1.34M 24,021 +24,021 New
IWA
124
Intercontinental Wealth Advisors
Texas
$1.32M 23,707 +4,045 +21%
DIA
125
Dean Investment Associates
Ohio
$1.28M 23,019 -42,891 -65%
3 4
5
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