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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.

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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.2M
3
AI
3
Ariel Investments
Illinois
$29.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$30.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Market Value Shares Shares
Change 		Shares
Change %
MF
176
Magnetar Financial
Illinois
$455K 8,182 +8,182 New
DCM
177
Dean Capital Management
Kansas
$453K 8,134 -3,771 -32%
GT
178
Glenmede Trust
Pennsylvania
$447K 8,049 +5,067 +170%
EW
179
Evoke Wealth
California
$445K 8,000 +8,000 New
Verition Fund Management
180
Verition Fund Management
Connecticut
$437K 7,850 +7,850 New
PP
181
Paloma Partners
Connecticut
$429K 7,717 +7,717 New
TRCT
182
Tower Research Capital (TRC)
New York
$412K 7,404 +7,404 New
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$409K 7,358 +7,358 New
Principal Financial Group
184
Principal Financial Group
Iowa
$407K 7,311 -33,816 -82%
BCM
185
Bayesian Capital Management
New York
$405K 7,283 +7,283 New
AB
186
Amalgamated Bank
New York
$394K 7,081 -438 -6%
QC
187
Quadrature Capital
United Kingdom
$394K 7,082 +1,288 +22%
LJAC
188
L.J. Altfest & Co
New York
$387K 6,952 +6,952 New
PRC
189
Pearl River Capital
Michigan
$381K 6,845 +6,845 New
IB
190
Intrust Bank
Kansas
$373K 6,712 +24 +0.4%
AG
191
Aperio Group
California
$351K 6,300 +1,093 +21%
WTC
192
WhitTier Trust Company
Nevada
$347K 6,235 +6,235 New
P
193
Pitcairn
Pennsylvania
$346K 6,221 -236 -4%
PHK
194
Point72 Hong Kong
Hong Kong
$344K 6,179 +6,179 New
ProShare Advisors
195
ProShare Advisors
Maryland
$335K 6,017 +6,017 New
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$334K 6,007 +6,007 New
AR
197
Advisory Research
Illinois
$322K 5,786 -1,545 -21%
H
198
Hexavest
Quebec, Canada
$320K 5,747 – –
CAAS
199
Capital Asset Advisory Services
Michigan
$311K 5,464 +5,464 New
CC
200
Cipher Capital
New York
$309K 5,561 +5,561 New
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8
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