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Houlihan Lokey

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.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $982K

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

14% more capital invested

Capital invested by funds: $3B → $3.41B (+$409M)

12% more funds holding

Funds holding: 258289 (+31)

0.86% less ownership

Funds ownership: 99.83%98.97% (-0.86%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.11%
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
+$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
MWNA
101
Marshall Wace North America
New York
$1.97M +$1.9M +29,296 New
HighTower Advisors
102
HighTower Advisors
Illinois
$1.93M +$85.4K +1,317 +5%
BCI
103
Brinker Capital Investments
Pennsylvania
$1.88M +$4.28K +66 +0.2%
TPM
104
Triasima Portfolio Management
Quebec, Canada
$1.87M +$1.8M +27,780 New
AQR Capital Management
105
AQR Capital Management
Connecticut
$1.81M -$54.5K -841 -3%
Arrowstreet Capital
106
Arrowstreet Capital
Massachusetts
$1.8M -$6.16M -95,023 -78%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$1.76M -$656K -10,124 -28%
Federated Hermes
108
Federated Hermes
Pennsylvania
$1.72M +$1.6M +24,741 +2,837%
HA
109
Harbor Advisors
Florida
$1.68M
VOYA Investment Management
110
VOYA Investment Management
Georgia
$1.67M +$444K +6,851 +38%
CSS
111
Cubist Systematic Strategies
Connecticut
$1.67M +$957K +14,769 +147%
IWA
112
Intercontinental Wealth Advisors
Texas
$1.63M +$7.58K +117 +0.5%
Osaic Holdings
113
Osaic Holdings
Arizona
$1.58M +$168K +2,589 +12%
JMPWA
114
JP Morgan Private Wealth Advisors
California
$1.58M +$45K +694 +3%
US Bancorp
115
US Bancorp
Minnesota
$1.58M +$42.1K +649 +3%
KOCAA
116
Knights of Columbus Asset Advisors
Connecticut
$1.55M
MSL
117
Mackay Shields LLC
New York
$1.53M +$1.47M +22,700 New
WG
118
Winton Group
United Kingdom
$1.49M -$3.4M -52,420 -70%
MIM
119
MetLife Investment Management
New Jersey
$1.46M
RFC
120
Regions Financial Corp
Alabama
$1.45M -$38.6K -596 -3%
NIPH
121
NN Investment Partners Holdings
Netherlands
$1.41M -$156K -2,400 -10%
Skandinaviska Enskilda Banken (SEB)
122
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.4M
AWM
123
Avior Wealth Management
Nebraska
$1.4M
CF
124
CNA Financial
Illinois
$1.39M +$16.9K +260 +1%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1.38M -$210K -3,235 -14%

HLI Hedge Fund Activity: Q4 2020 in Review

289 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q4 2020, worth a combined $3.41B — up 14% from $3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HLI positions and 28 closed out — a net gain of 32 holders — while 106 added to existing stakes and 87 trimmed.

The largest buyer was Emerald Advisers, opening a new position worth an estimated $19.7M. The largest seller was Franklin Resources, cutting an estimated $47.8M.

  • 289 institutional investors held Houlihan Lokey (HLI) as of Q4 2020, up from 258 in Q3 2020.
  • Funds reported $3.41B of Houlihan Lokey stock for Q4 2020, up 14% quarter-over-quarter.
  • 60 funds opened new Houlihan Lokey positions in Q4 2020 and 28 closed out, a net change of +32 holders.
  • The largest Houlihan Lokey buyer in Q4 2020 was Emerald Advisers, an estimated $19.7M added.
  • The largest Houlihan Lokey seller in Q4 2020 was Franklin Resources, an estimated $47.8M sold.

Based on aggregated 13F filings for Q4 2020.