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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
$62.9M
3
ACM
Atlanta Capital Management
Georgia
$22.8M
4
EARNEST Partners
EARNEST Partners
Georgia
$98.7M
5
WRF
Waddell & Reed Financial
Kansas
$15.8M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$12.3M
2
WHG
Westwood Holdings Group
Texas
$37.1M
3
Marshall Wace
Marshall Wace
United Kingdom
$0
4
ACL
Azora Capital LP
Florida
$0
5
ECM
Element Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
176
Savior LLC
Massachusetts
$4K +$4K +79 New
HAM
177
Highstreet Asset Management
Ontario, Canada
$3K – – –
ACM
178
Allred Capital Management
Texas
$2.93K +$2.93K +60 New
APA
179
American Portfolios Advisors
New York
$2.59K – – –
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
SWM
181
Selective Wealth Management
Virginia
$2K – – –
LC
182
Lindbrook Capital
California
$2K – – –
BAM
183
Bellevue Asset Management
Washington
$2K +$2K +36 New
BFC
184
Bedel Financial Consulting
Indiana
$1K – – –
Marshall Wace
185
Marshall Wace
United Kingdom
– -$14.7M -325,168 Closed
ACL
186
Azora Capital LP
Florida
– -$5.88M -130,390 Closed
ECM
187
Element Capital Management
New York
– -$4.87M -107,986 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
188
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$4.42M -98,000 Closed
Two Sigma Investments
189
Two Sigma Investments
New York
– -$3.32M -73,710 Closed
MWNA
190
Marshall Wace North America
New York
– -$3.25M -72,117 Closed
Two Sigma Advisers
191
Two Sigma Advisers
New York
– -$2.33M -51,700 Closed
OAM
192
Oxford Asset Management
United Kingdom
– -$2.29M -50,767 Closed
BCMNY
193
Buckingham Capital Management (New York)
New York
– -$2.07M -45,800 Closed
ECA
194
Endeavour Capital Advisors
Connecticut
– -$2.03M -45,024 Closed
BAMF
195
BI Asset Management Fondsmaeglerselskab
Denmark
– -$1.97M -43,665 Closed
ZIM
196
Zacks Investment Management
Illinois
– -$1.93M -42,802 Closed
Millennium Management
197
Millennium Management
New York
– -$1.69M -37,495 Closed
BIM
198
Bridges Investment Management
Nebraska
– -$1.5M -33,320 Closed
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
– -$860K -19,073 Closed
HIM
200
Hillsdale Investment Management
Ontario, Canada
– -$767K -17,000 Closed
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