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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.

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
1
Fiduciary Management Inc
Wisconsin
$30.8M
2
Franklin Resources
2
Franklin Resources
California
$62.9M
3
ACM
3
Atlanta Capital Management
Georgia
$22.8M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$98.7M
5
WRF
5
Waddell & Reed Financial
Kansas
$15.8M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$12.3M
2
WHG
2
Westwood Holdings Group
Texas
$37.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
ACL
4
Azora Capital LP
Florida
$0
5
ECM
5
Element Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AW
201
Alpha Windward
Massachusetts
– – -9,960 Closed
CANY
202
Caxton Associates (New York)
New York
– – -9,844 Closed
EW
203
Evoke Wealth
California
– – -7,946 Closed
BCM
204
Bayesian Capital Management
New York
– – -7,184 Closed
GCP
205
GSA Capital Partners
United Kingdom
– – -6,888 Closed
APG Asset Management
206
APG Asset Management
Netherlands
– – -6,850 Closed
State of Tennessee, Department of Treasury
207
State of Tennessee, Department of Treasury
Tennessee
– – -6,822 Closed
Jane Street
208
Jane Street
New York
– – -6,788 Closed
William Blair & Company
209
William Blair & Company
Illinois
– – -6,353 Closed
PP
210
Paloma Partners
Connecticut
– – -5,630 Closed
QT
211
Quantamental Technologies
New York
– – -5,359 Closed
JG
212
Jefferies Group
New York
– – -4,854 Closed
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
– – -2,357 Closed
FQ
214
First Quadrant
California
– – -763 Closed
Lazard Asset Management
215
Lazard Asset Management
New York
– – -295 Closed
FGAM
216
Financial Gravity Asset Management
Texas
– – -64 Closed
GWAG
217
Garrett Wealth Advisory Group
Texas
– – -52 Closed
TRCT
218
Tower Research Capital (TRC)
New York
$0 1 -52 -98%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
– – -29 Closed
Simplex Trading
220
Simplex Trading
Illinois
– – – –
Wolverine Trading
221
Wolverine Trading
Illinois
– – – –
OCA
222
Otter Creek Advisors
Florida
– – – –
VFA
223
Valeo Financial Advisors
Indiana
$0 3 – –
SIS
224
Sound Income Strategies
Florida
$0 5 – –
PI
225
PEAK6 Investments
Illinois
– – – –
5 6 7 8
9