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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$187M 3,829,748 +114,457 +3%
BlackRock
2
BlackRock
New York
$151M 3,087,529 +123,332 +4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$114M 2,329,703 +27,879 +1%
Ameriprise
4
Ameriprise
Minnesota
$100M 2,053,123 +213,624 +12%
EARNEST Partners
5
EARNEST Partners
Georgia
$98.7M 2,018,805 +431,759 +27%
VBA
6
Van Berkom & Associates
Quebec, Canada
$92.6M 1,895,224 +106,090 +6%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$75.8M 1,550,285 -47,570 -3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$73.9M 1,511,342 +10,528 +0.7%
AllianceBernstein
9
AllianceBernstein
Tennessee
$64.7M 1,324,371 +236,292 +22%
BAMCO Inc
10
BAMCO Inc
New York
$63.6M 1,300,798 -21,221 -2%
Franklin Resources
11
Franklin Resources
California
$62.9M 1,287,298 +518,543 +67%
Bank of America
12
Bank of America
North Carolina
$61.1M 1,251,176 +123,121 +11%
AI
13
Ariel Investments
Illinois
$52.8M 1,080,877 -12,845 -1%
BAM
14
Burgundy Asset Management
Ontario, Canada
$52.2M 1,069,067 +125,918 +13%
Goldman Sachs
15
Goldman Sachs
New York
$51.6M 1,054,997 -21,148 -2%
RA
16
Royce & Associates
New York
$46.3M 947,094 -41,124 -4%
TCM
17
TimesSquare Capital Management
New York
$45.5M 931,753 +18,785 +2%
State Street
18
State Street
Massachusetts
$42.1M 861,291 +38,642 +5%
Northern Trust
19
Northern Trust
Illinois
$37.7M 772,388 +60,733 +9%
WHG
20
Westwood Holdings Group
Texas
$37.1M 760,078 -341,150 -31%
Wells Fargo
21
Wells Fargo
California
$34.8M 712,547 -25,760 -3%
GKIM
22
GW&K Investment Management
Massachusetts
$33.3M 682,146 +124,244 +22%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$31.7M 647,763 +10,499 +2%
FMI
24
Fiduciary Management Inc
Wisconsin
$30.8M 630,291 +630,291 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$29.1M 596,254 +33,956 +6%
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