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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.

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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$81.5M
2
Citadel Advisors
Citadel Advisors
Florida
$15.2M
3
AI
Ariel Investments
Illinois
$29.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$30.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
201
Goelzer Investment Management
Indiana
$304K +$304K +5,460 New
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$290K +$288K +5,191 +12,360%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$284K +$18.8K +337 +7%
RJFSA
204
Raymond James Financial Services Advisors
Florida
$281K +$281K +5,052 New
WA
205
Wealth Alliance
New York
$279K -$1.5K -27 -0.5%
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$276K +$49.3K +886 +22%
ECM
207
ExodusPoint Capital Management
New York
$263K +$263K +4,721 New
ECM
208
ETrade Capital Management
Virginia
$262K -$72.9K -1,310 -22%
QCM
209
Quantinno Capital Management
New York
$259K +$259K +4,648 New
BRWA
210
B. Riley Wealth Advisors
Florida
$252K +$839 +15 +0.3%
IIC
211
Integrated Investment Consultants
Michigan
$242K – – –
II
212
Inspire Investing
Idaho
$227K -$33.4K -601 -13%
Simplex Trading
213
Simplex Trading
Illinois
$227K +$206K +3,709 +963%
Holocene Advisors
214
Holocene Advisors
New York
$226K -$638K -11,463 -74%
Canada Life
215
Canada Life
Manitoba, Canada
$221K +$29.4K +530 +15%
AA
216
ALPS Advisors
Colorado
$220K -$24.4K -438 -10%
MAM
217
Meeder Asset Management
Ohio
$212K +$11.8K +213 +6%
Comerica Bank
218
Comerica Bank
Texas
$212K +$212K +3,783 New
ASN
219
Advisory Services Network
Georgia
$211K +$42.6K +766 +25%
PTC
220
Petrus Trust Company
Texas
$205K +$205K +3,690 New
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$195K -$591K -10,618 -75%
IA
222
IndexIQ Advisors
New York
$190K -$27.3K -490 -13%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$188K +$54.8K +978 +41%
SFS
224
Sowell Financial Services
Arkansas
$185K – – –
APA
225
American Portfolios Advisors
New York
$184K +$181K +3,247 +6,126%
7 8
9
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