HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

258 hedge funds and large institutions have $3B invested in Houlihan Lokey in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 83 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-16
Holders Change %
-5.84%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
116
Reduced
83
Closed
51
Calls
$431K
Puts
$880K
Net Calls
-$449K
Net Calls Change
+$291K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$60M
2
BlackRock
BlackRock
New York
$224M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$60.8M
4
FMI
Fiduciary Management Inc
Wisconsin
$80.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
$73.3M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$46.9M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$27.3M
3
Goldman Sachs
Goldman Sachs
New York
$38.5M
4
Citadel Advisors
Citadel Advisors
Florida
$3.78M
5
RA
Royce & Associates
New York
$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
201
Panagora Asset Management
Massachusetts
$220K -$540K -9,162 -71%
IA
202
IndexIQ Advisors
New York
$213K +$11.5K +195 +6%
PAS
203
Park Avenue Securities
New York
$212K +$212K +3,598 New
ASN
204
Advisory Services Network
Georgia
$210K -$14.5K -246 -6%
RMC
205
Resources Management Corp
Connecticut
$198K +$80.3K +1,362 +68%
Canada Life
206
Canada Life
Manitoba, Canada
$197K -$38.7K -654 -16%
FBT
207
First Bank & Trust
South Dakota
$166K – – –
CFGS
208
Concourse Financial Group Securities
Alabama
$157K +$13.1K +222 +9%
PCG
209
Private Capital Group
Connecticut
$142K -$24.8K -419 -15%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$140K -$59.9K -1,005 -30%
HNB
211
Huntington National Bank
Ohio
$104K -$4.35K -74 -4%
HMS
212
Hanseatic Management Services
New Mexico
$80K -$7.11K -120 -8%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$72K -$6.07K -104 -8%
HIA
214
Harbor Investment Advisory
Maryland
$61K +$29.2K +497 +92%
EW
215
Evoke Wealth
California
$53K -$418K -7,100 -89%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$53K +$53K +900 New
Federated Hermes
217
Federated Hermes
Pennsylvania
$51K -$31.6K -541 -38%
AssetMark Inc
218
AssetMark Inc
California
$42K – – –
JWM
219
Jeppson Wealth Management
California
$30K +$30K +500 New
FHA
220
First Horizon Advisors
Tennessee
$29K +$8.18K +141 +39%
RWA
221
Ropes Wealth Advisors
Massachusetts
$26K +$26K +442 New
CMBA
222
C.M. Bidwell & Associates
Hawaii
$22K -$5.1K -88 -19%
TPCW
223
TD Private Client Wealth
New York
$20.5K – – –
PA
224
Parallel Advisors
California
$18K +$8.08K +140 +81%
CWC
225
Carolinas Wealth Consulting
North Carolina
$18K +$18K +310 New
7 8
9
10 11