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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.

New
Increased
Maintained
Reduced
Closed
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
Emerald Advisers
Pennsylvania
+$20.5M
2
BlackRock
BlackRock
New York
+$19.2M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$16.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$12M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$11.5M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$49.6M
2
WHG
Westwood Holdings Group
Texas
-$21M
3
WRF
Waddell & Reed Financial
Kansas
-$11.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$10.3M
5
First Trust Advisors
First Trust Advisors
Illinois
-$9.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
126
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.37M +$1.37M +20,400 New
CC
127
Cannell & Co
New York
$1.35M – – –
WT
128
Whittier Trust
California
$1.16M +$67.2K +1,000 +6%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$1.13M -$10.3M -153,189 -90%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$1.13M +$361K +5,381 +47%
DTL
131
Dynamic Technology Lab
Singapore
$1.12M +$271K +4,034 +32%
Prudential Financial
132
Prudential Financial
New Jersey
$1.1M +$141K +2,098 +15%
BF
133
BOK Financial
Oklahoma
$1.09M -$30.5K -454 -3%
AIP
134
Ameritas Investment Partners
Nebraska
$1.09M – – –
Acadian Asset Management
135
Acadian Asset Management
Massachusetts
$1.07M +$1.07M +15,952 New
Tudor Investment Corp
136
Tudor Investment Corp
Connecticut
$1.04M +$343K +5,098 +49%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$999K – – –
ASRS
138
Arizona State Retirement System
Arizona
$995K -$7.67K -114 -0.8%
Balyasny Asset Management
139
Balyasny Asset Management
Illinois
$987K +$987K +14,675 New
JCIA
140
Jackson Creek Investment Advisors
Colorado
$975K +$975K +14,506 New
AWM
141
AE Wealth Management
Kansas
$955K -$13.2K -197 -1%
Fidelity International
142
Fidelity International
Bermuda
$954K – – –
TFA
143
Teamwork Financial Advisors
Texas
$950K -$8.81K -131 -0.9%
AWCI
144
Alpine Woods Capital Investors
New York
$950K +$606K +9,015 +176%
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$904K +$522K +7,754 +136%
EGM
146
Engineers Gate Manager
New York
$897K +$897K +13,345 New
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$895K -$513K -7,635 -36%
CIC
148
Cornercap Investment Counsel
Georgia
$892K +$892K +18,260 New
Principal Financial Group
149
Principal Financial Group
Iowa
$881K +$362K +5,383 +70%
GT
150
Glenmede Trust
Pennsylvania
$853K +$146K +2,170 +21%
4 5
6
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