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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
$274M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$318M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$193M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$61.5M
2
WHG
Westwood Holdings Group
Texas
$242K
3
WRF
Waddell & Reed Financial
Kansas
$50.4M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.13M
5
First Trust Advisors
First Trust Advisors
Illinois
$58.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
176
WhitTier Trust Company
Nevada
$491K +$45.3K +675 +10%
TC
177
TwinBeech Capital
New York
$488K +$488K +7,255 New
MCIA
178
Mountain Capital Investment Advisors
Colorado
$483K +$483K +6,747 New
IIC
179
Integrated Investment Consultants
Michigan
$479K +$1.82K +27 +0.4%
BC
180
Bridgefront Capital
Texas
$476K +$476K +7,087 New
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$457K -$8.07K -120 -2%
IB
182
Intrust Bank
Kansas
$443K +$2.96K +44 +0.7%
SAM
183
Sawgrass Asset Management
Florida
$436K -$62.1K -925 -12%
ACM
184
AlphaCrest Capital Management
New York
$430K +$430K +6,400 New
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$412K +$78.3K +1,165 +23%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$404K – – –
H
187
Hexavest
Quebec, Canada
$386K – – –
FI
188
FormulaFolio Investments
Michigan
$386K +$386K +5,748 New
PRC
189
Pearl River Capital
Michigan
$375K +$375K +5,579 New
Holocene Advisors
190
Holocene Advisors
New York
$373K -$185K -2,751 -33%
GGS
191
Galvin Gaustad & Stein
Arizona
$366K +$366K +5,446 New
RJFSA
192
Raymond James Financial Services Advisors
Florida
$358K +$12.6K +187 +4%
FC
193
FORA Capital
Florida
$357K +$357K +5,310 New
CAAS
194
Capital Asset Advisory Services
Michigan
$335K -$27K -402 -7%
WA
195
Wealth Alliance
New York
$329K -$2.69K -40 -0.8%
BEI
196
Benjamin Edwards Inc
Missouri
$326K -$41.8K -622 -11%
SM
197
Sciencast Management
New Jersey
$326K +$326K +4,732 New
P
198
Pitcairn
Pennsylvania
$319K -$258K -3,836 -45%
State of Wisconsin Investment Board
199
State of Wisconsin Investment Board
Wisconsin
$316K -$60.5K -900 -16%
JIR
200
James Investment Research
Ohio
$316K +$316K +4,700 New
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