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Houlihan Lokey

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

406% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $982K

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

14% more capital invested

Capital invested by funds: $3B → $3.41B (+$409M)

12% more funds holding

Funds holding: 258289 (+31)

0.86% less ownership

Funds ownership: 99.83%98.97% (-0.86%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.11%
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
+$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
176
WhitTier Trust Company
Nevada
$491K +$43.8K +675 +10%
TC
177
TwinBeech Capital
New York
$488K +$470K +7,255 New
MCIA
178
Mountain Capital Investment Advisors
Colorado
$483K +$437K +6,747 New
IIC
179
Integrated Investment Consultants
Michigan
$479K +$1.75K +27 +0.4%
BC
180
Bridgefront Capital
Texas
$476K +$459K +7,087 New
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$457K -$7.78K -120 -2%
IB
182
Intrust Bank
Kansas
$443K +$2.85K +44 +0.7%
SAM
183
Sawgrass Asset Management
Florida
$436K -$60K -925 -12%
ACM
184
AlphaCrest Capital Management
New York
$430K +$415K +6,400 New
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$412K +$75.5K +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 +$373K +5,748 New
PRC
189
Pearl River Capital
Michigan
$375K +$362K +5,579 New
Holocene Advisors
190
Holocene Advisors
New York
$373K -$178K -2,751 -33%
GGS
191
Galvin Gaustad & Stein
Arizona
$366K +$353K +5,446 New
RJFSA
192
Raymond James Financial Services Advisors
Florida
$358K +$12.1K +187 +4%
FC
193
FORA Capital
Florida
$357K +$344K +5,310 New
CAAS
194
Capital Asset Advisory Services
Michigan
$335K -$26.1K -402 -7%
WA
195
Wealth Alliance
New York
$329K -$2.59K -40 -0.8%
BEI
196
Benjamin Edwards Inc
Missouri
$326K -$40.3K -622 -11%
SM
197
Sciencast Management
New Jersey
$326K +$307K +4,732 New
P
198
Pitcairn
Pennsylvania
$319K -$249K -3,836 -45%
State of Wisconsin Investment Board
199
State of Wisconsin Investment Board
Wisconsin
$316K -$58.3K -900 -16%
JIR
200
James Investment Research
Ohio
$316K +$305K +4,700 New

HLI Hedge Fund Activity: Q4 2020 in Review

289 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q4 2020, worth a combined $3.41B — up 14% from $3B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HLI positions and 28 closed out — a net gain of 32 holders — while 106 added to existing stakes and 87 trimmed.

The largest buyer was Emerald Advisers, opening a new position worth an estimated $19.7M. The largest seller was Franklin Resources, cutting an estimated $47.8M.

  • 289 institutional investors held Houlihan Lokey (HLI) as of Q4 2020, up from 258 in Q3 2020.
  • Funds reported $3.41B of Houlihan Lokey stock for Q4 2020, up 14% quarter-over-quarter.
  • 60 funds opened new Houlihan Lokey positions in Q4 2020 and 28 closed out, a net change of +32 holders.
  • The largest Houlihan Lokey buyer in Q4 2020 was Emerald Advisers, an estimated $19.7M added.
  • The largest Houlihan Lokey seller in Q4 2020 was Franklin Resources, an estimated $47.8M sold.

Based on aggregated 13F filings for Q4 2020.