Houlihan Lokey
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.
68% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 47
19% more capital invested
Capital invested by funds: $1.82B → $2.16B (+$345M)
3.13% more ownership
Funds ownership: 102.82% → 105.95% (+3.1%)
9% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 34
4% less funds holding
Funds holding: 194 → 187 (-7)
100% less call options, than puts
Call options by funds: $4K | Put options by funds: $9.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$29.7M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$24.5M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$22M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
+$20.4M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$35.8M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$16.1M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$14.7M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
-$5.88M |
| 5 |
ECM
Element Capital Management
New York
|
-$4.87M |
HLI Hedge Fund Activity: Q4 2019 in Review
187 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q4 2019, worth a combined $2.16B — up 19% from $1.82B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of HLI and 31 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 79 added.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $29.7M. The largest seller was VOYA Investment Management, cutting an estimated $35.8M.
- 187 institutional investors held Houlihan Lokey (HLI) as of Q4 2019, down from 194 in Q3 2019.
- Funds reported $2.16B of Houlihan Lokey stock for Q4 2019, up 19% quarter-over-quarter.
- 31 funds opened new Houlihan Lokey positions in Q4 2019 and 34 closed out, a net change of -3 holders.
- The largest Houlihan Lokey buyer in Q4 2019 was Fiduciary Management Inc, an estimated $29.7M added.
- The largest Houlihan Lokey seller in Q4 2019 was VOYA Investment Management, an estimated $35.8M sold.
Based on aggregated 13F filings for Q4 2019.