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Houlihan Lokey
HLI

Overview Fund Activity

228 hedge funds and large institutions have $2.45B invested in Houlihan Lokey in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
228
Holders Change
+41
Holders Change %
+21.93%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
58
Increased
86
Reduced
57
Closed
14
Calls
$1.81M
Puts
$239K
Net Calls
+$1.57M
Net Calls Change
+$10.9M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$51.5M
2
Norges Bank
2
Norges Bank
Norway
$29.3M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$56.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$26.8M
5
Franklin Resources
5
Franklin Resources
California
$87.3M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$19M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.85M
3
AI
3
Ariel Investments
Illinois
$38.8M
4
Ameriprise
4
Ameriprise
Minnesota
$89.5M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$52.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$206M 3,959,211 +129,463 +3%
BlackRock
2
BlackRock
New York
$166M 3,187,402 +99,873 +3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$123M 2,351,743 +22,040 +0.9%
EARNEST Partners
4
EARNEST Partners
Georgia
$121M 2,312,020 +293,215 +15%
VBA
5
Van Berkom & Associates
Quebec, Canada
$107M 2,043,973 +148,749 +8%
Ameriprise
6
Ameriprise
Minnesota
$89.5M 1,718,757 -334,366 -16%
Franklin Resources
7
Franklin Resources
California
$87.3M 1,675,423 +388,125 +30%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$85M 1,630,000 +79,715 +5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$78.3M 1,501,767 -9,575 -0.6%
BAM
10
Burgundy Asset Management
Ontario, Canada
$72.3M 1,387,236 +318,169 +30%
BAMCO Inc
11
BAMCO Inc
New York
$67.9M 1,302,439 +1,641 +0.1%
Bank of America
12
Bank of America
North Carolina
$63.8M 1,223,502 -27,674 -2%
FMI
13
Fiduciary Management Inc
Wisconsin
$56.7M 1,087,543 +457,252 +73%
AllianceBernstein
14
AllianceBernstein
Tennessee
$52.2M 1,001,846 -322,525 -24%
WRF
15
Waddell & Reed Financial
Kansas
$51.5M 988,862 +665,544 +206%
Goldman Sachs
16
Goldman Sachs
New York
$51.2M 982,496 -72,501 -7%
Wells Fargo
17
Wells Fargo
California
$49.8M 954,907 +242,360 +34%
State Street
18
State Street
Massachusetts
$47.3M 907,984 +46,693 +5%
Northern Trust
19
Northern Trust
Illinois
$43M 824,324 +51,936 +7%
RA
20
Royce & Associates
New York
$42.7M 820,121 -126,973 -13%
AI
21
Ariel Investments
Illinois
$38.8M 743,857 -337,020 -31%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$38.4M 737,565 +147,288 +25%
ACM
23
Atlanta Capital Management
Georgia
$38.3M 735,381 +268,405 +57%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$35.4M 679,737 +31,974 +5%
TCM
25
TimesSquare Capital Management
New York
$34.7M 666,300 -265,453 -28%
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