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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.

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
1
Vanguard Group
Pennsylvania
$253M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$47.1M
3
WFMPM
3
Woodley Farra Manion Portfolio Management
Indiana
$16.4M
4
Millennium Management
4
Millennium Management
New York
$18.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$101M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.2M
3
AI
3
Ariel Investments
Illinois
$29.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$30.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$253M 4,545,038 +585,827 +15%
BlackRock
2
BlackRock
New York
$188M 3,378,216 +190,814 +6%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$140M 2,528,071 +176,328 +7%
EARNEST Partners
4
EARNEST Partners
Georgia
$131M 2,350,410 +38,390 +2%
VBA
5
Van Berkom & Associates
Quebec, Canada
$114M 2,054,580 +10,607 +0.5%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$101M 1,822,885 +192,885 +12%
Franklin Resources
7
Franklin Resources
California
$94.8M 1,687,361 +11,938 +0.7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$82.2M 1,476,599 -25,168 -2%
Ameriprise
9
Ameriprise
Minnesota
$81.5M 1,464,540 -254,217 -15%
BAM
10
Burgundy Asset Management
Ontario, Canada
$77.9M 1,399,399 +12,163 +0.9%
BAMCO Inc
11
BAMCO Inc
New York
$72.5M 1,302,239 -200 -0%
Bank of America
12
Bank of America
North Carolina
$70.3M 1,263,975 +40,473 +3%
FMI
13
Fiduciary Management Inc
Wisconsin
$59.1M 1,061,331 -26,212 -2%
WRF
14
Waddell & Reed Financial
Kansas
$58.8M 1,056,523 +67,661 +7%
AllianceBernstein
15
AllianceBernstein
Tennessee
$56.1M 1,007,929 +6,083 +0.6%
State Street
16
State Street
Massachusetts
$52.9M 950,335 +42,351 +5%
Wells Fargo
17
Wells Fargo
California
$52.5M 942,879 -12,028 -1%
Northern Trust
18
Northern Trust
Illinois
$50.3M 904,361 +80,037 +10%
Goldman Sachs
19
Goldman Sachs
New York
$49.8M 894,789 -87,707 -9%
ACM
20
Atlanta Capital Management
Georgia
$47.9M 860,635 +125,254 +17%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$47.1M 871,112 +587,381 +207%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$39.9M 716,383 +69,418 +11%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$39.6M 712,307 +32,570 +5%
RA
24
Royce & Associates
New York
$38.6M 693,977 -126,144 -15%
Norges Bank
25
Norges Bank
Norway
$38.4M 689,462 +126,555 +22%
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