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Houlihan Lokey
HLI

Overview Fund Activity

274 hedge funds and large institutions have $2.81B invested in Houlihan Lokey in 2020 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
64
Increased
121
Reduced
66
Closed
16
Calls
$962K
Puts
$1.7M
Net Calls
-$740K
Net Calls Change
-$2.31M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$253M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$47.1M
3
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$16.4M
4
Millennium Management
Millennium Management
New York
$18.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$101M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$81.5M
2
Citadel Advisors
Citadel Advisors
Florida
$15.2M
3
AI
Ariel Investments
Illinois
$29.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$30.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
151
Hillsdale Investment Management
Ontario, Canada
$716K +$709K +12,760 +10,633%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$685K +$40.7K +731 +6%
AIP
153
Ameritas Investment Partners
Nebraska
$674K +$8.29K +149 +1%
TC
154
TwinBeech Capital
New York
$637K +$637K +11,456 New
SM
155
Sciencast Management
New Jersey
$609K +$609K +11,007 New
SRAM
156
Stone Ridge Asset Management
New York
$592K -$425K -7,638 -42%
DIM
157
DC Investments Management
Virginia
$591K +$22.7K +408 +4%
Victory Capital Management
158
Victory Capital Management
Texas
$586K -$210K -3,780 -26%
MML Investors Services
159
MML Investors Services
Massachusetts
$577K +$79.8K +1,433 +16%
State Board of Administration of Florida Retirement System
160
State Board of Administration of Florida Retirement System
Florida
$577K +$577K +10,378 New
NA
161
NewEdge Advisors
Louisiana
$569K +$569K +10,224 New
VFA
162
Voya Financial Advisors
Connecticut
$568K -$64.1K -1,188 -10%
ASRS
163
Arizona State Retirement System
Arizona
$559K +$13.8K +249 +3%
WCM
164
Weld Capital Management
New York
$551K +$551K +9,900 New
AG
165
AlphaSimPlex Group
Massachusetts
$551K +$551K +9,909 New
ACM
166
AlphaCrest Capital Management
New York
$540K +$540K +9,700 New
SGI
167
Summit Global Investments
Utah
$529K +$529K +9,500 New
COI
168
Connable Office Inc
Michigan
$524K +$145K +2,604 +38%
LPL Financial
169
LPL Financial
California
$506K +$69K +1,241 +16%
SEI Investments
170
SEI Investments
Pennsylvania
$496K +$1.34K +24 +0.3%
SAM
171
Sawgrass Asset Management
Florida
$492K +$271K +4,862 +122%
GWM
172
Geneos Wealth Management
Colorado
$491K +$491K +9,199 New
BCM
173
Brookstone Capital Management
Illinois
$484K -$166K -2,984 -26%
CB
174
Commerce Bank
Missouri
$467K -$29.5K -530 -6%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$458K +$163K +2,920 +55%
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