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Houlihan Lokey
HLI

Overview Fund Activity

187 hedge funds and large institutions have $2.16B invested in Houlihan Lokey in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-7
Holders Change %
-3.61%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
31
Increased
79
Reduced
47
Closed
34
Calls
$4K
Puts
$9.29M
Net Calls
-$9.28M
Net Calls Change
-$3.48M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$30.8M
2
Franklin Resources
Franklin Resources
California
+$25.3M
3
ACM
Atlanta Capital Management
Georgia
+$22.8M
4
EARNEST Partners
EARNEST Partners
Georgia
+$21.1M
5
WRF
Waddell & Reed Financial
Kansas
+$15.8M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$37.1M
2
WHG
Westwood Holdings Group
Texas
-$16.7M
3
Marshall Wace
Marshall Wace
United Kingdom
-$14.7M
4
ACL
Azora Capital LP
Florida
-$5.88M
5
ECM
Element Capital Management
New York
-$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
126
Quadrature Capital
United Kingdom
$338K -$318K -6,514 -48%
COI
127
Connable Office Inc
Michigan
$333K +$43.7K +894 +15%
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$327K +$327K +6,691 New
SEI Investments
129
SEI Investments
Pennsylvania
$311K +$90.5K +1,850 +41%
ECM
130
ETrade Capital Management
Virginia
$301K -$35.1K -720 -10%
AQR Capital Management
131
AQR Capital Management
Connecticut
$295K +$295K +6,040 New
H
132
Hexavest
Quebec, Canada
$281K – – –
ACM
133
AlphaCrest Capital Management
New York
$279K -$132K -2,700 -32%
ProShare Advisors
134
ProShare Advisors
Maryland
$279K +$49.3K +1,009 +21%
Prudential Financial
135
Prudential Financial
New Jersey
$271K -$435K -8,869 -62%
Janus Henderson Group
136
Janus Henderson Group
United Kingdom
$270K -$13.6K -278 -5%
WI
137
WBI Investments
New Jersey
$213K +$213K +4,368 New
Comerica Bank
138
Comerica Bank
Texas
$211K +$211K +3,987 New
CSS
139
Cubist Systematic Strategies
Connecticut
$209K -$1.72M -35,266 -89%
BRWA
140
B. Riley Wealth Advisors
Florida
$209K -$130K -2,645 -38%
SG Americas Securities
141
SG Americas Securities
New York
$201K +$201K +4,116 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$191K +$115K +2,349 +150%
AIP
143
Ameritas Investment Partners
Nebraska
$176K +$8.31K +170 +5%
Canada Life
144
Canada Life
Manitoba, Canada
$167K +$167K +3,440 New
S
145
SignatureFD
Georgia
$163K +$159K +3,250 +3,611%
GT
146
Glenmede Trust
Pennsylvania
$145K +$145K +2,982 New
ASN
147
Advisory Services Network
Georgia
$142K +$5.4K +110 +4%
HIIFS
148
Harel Insurance Investments & Financial Services
Israel
$128K +$91.3K +1,865 +249%
FC
149
FORA Capital
Florida
$127K +$127K +2,596 New
PAM
150
Panagora Asset Management
Massachusetts
$117K -$798K -16,381 -87%
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