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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 %
MWNA
101
Marshall Wace North America
New York
$1.97M 29,296 +29,296 New
HighTower Advisors
102
HighTower Advisors
Illinois
$1.93M 28,786 +1,317 +5%
BCI
103
Brinker Capital Investments
Pennsylvania
$1.88M 27,935 +66 +0.2%
TPM
104
Triasima Portfolio Management
Quebec, Canada
$1.87M 27,780 +27,780 New
AQR Capital Management
105
AQR Capital Management
Connecticut
$1.82M 26,991 -841 -3%
Arrowstreet Capital
106
Arrowstreet Capital
Massachusetts
$1.8M 26,813 -95,023 -78%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$1.77M 26,268 -10,124 -28%
Federated Hermes
108
Federated Hermes
Pennsylvania
$1.72M 25,613 +24,741 +2,837%
HA
109
Harbor Advisors
Florida
$1.68M 25,000 – –
VOYA Investment Management
110
VOYA Investment Management
Georgia
$1.67M 24,871 +6,851 +38%
CSS
111
Cubist Systematic Strategies
Connecticut
$1.67M 24,799 +14,769 +147%
IWA
112
Intercontinental Wealth Advisors
Texas
$1.63M 24,301 +117 +0.5%
Osaic Holdings
113
Osaic Holdings
Arizona
$1.58M 23,553 +2,589 +12%
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
$1.58M 23,515 +694 +3%
US Bancorp
115
US Bancorp
Minnesota
$1.58M 23,495 +649 +3%
KOCAA
116
Knights of Columbus Asset Advisors
Connecticut
$1.55M 23,014 – –
MSL
117
Mackay Shields LLC
New York
$1.53M 22,700 +22,700 New
WG
118
Winton Group
United Kingdom
$1.49M 22,172 -52,420 -70%
MIM
119
MetLife Investment Management
New Jersey
$1.46M 21,649 – –
RFC
120
Regions Financial Corp
Alabama
$1.45M 21,512 -596 -3%
NIPH
121
NN Investment Partners Holdings
Netherlands
$1.41M 21,000 -2,400 -10%
Skandinaviska Enskilda Banken (SEB)
122
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.4M 20,800 – –
AWM
123
Avior Wealth Management
Nebraska
$1.4M 20,756 – –
CF
124
CNA Financial
Illinois
$1.39M 20,741 +260 +1%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1.38M 20,511 -3,235 -14%
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5
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