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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 %
AIG
101
American International Group
New York
$1.81M 30,602 +3,527 +13%
ACM
102
Argent Capital Management
Missouri
$1.8M 30,405 -3,320 -10%
AC
103
Athanor Capital
New York
$1.76M 29,775 +5,754 +24%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.67M 28,208 +1,738 +7%
BCI
105
Brinker Capital Investments
Pennsylvania
$1.65M 27,869 +27,869 New
AQR Capital Management
106
AQR Capital Management
Connecticut
$1.64M 27,832 -7,046 -20%
HighTower Advisors
107
HighTower Advisors
Illinois
$1.63M 27,469 +773 +3%
Invesco
108
Invesco
Georgia
$1.63M 27,517 -686 -2%
GC
109
Globeflex Capital
California
$1.54M 26,085 -4,513 -15%
HA
110
Harbor Advisors
Florida
$1.48M 25,000 – –
IWA
111
Intercontinental Wealth Advisors
Texas
$1.43M 24,184 +477 +2%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$1.4M 23,746 -901 -4%
DIA
113
Dana Investment Advisors
Wisconsin
$1.39M 23,476 +1,719 +8%
NIPH
114
NN Investment Partners Holdings
Netherlands
$1.38M 23,400 -700 -3%
KOCAA
115
Knights of Columbus Asset Advisors
Connecticut
$1.36M 23,014 +3,011 +15%
US Bancorp
116
US Bancorp
Minnesota
$1.35M 22,846 +16 +0.1%
JPMPWA
117
J.P. Morgan Private Wealth Advisors
California
$1.35M 22,821 +1,144 +5%
RFC
118
Regions Financial Corp
Alabama
$1.31M 22,108 -5,843 -21%
TRCT
119
Tower Research Capital (TRC)
New York
$1.31M 22,104 +14,700 +199%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$1.3M 21,419 +16,186 +309%
DIA
121
Dean Investment Associates
Ohio
$1.3M 21,962 -1,057 -5%
MIM
122
MetLife Investment Management
New Jersey
$1.28M 21,649 +1,945 +10%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$1.24M 20,949 +1,093 +6%
Osaic Holdings
124
Osaic Holdings
Arizona
$1.24M 20,964 +3,134 +18%
Skandinaviska Enskilda Banken (SEB)
125
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.23M 20,800 – –
3 4
5
6 7