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Houlihan Lokey
HLI

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

300% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 16

83% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 66

20% more funds holding

Funds holding: 228 → 274 (+46)

14% more capital invested

Capital invested by funds: $2.45B → $2.81B (+$355M)

5.34% less ownership

Funds ownership: 107.52% → 102.18% (-5.3%)

43% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.7M

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
274
Holders Change
+46
Holders Change %
+20.18%
% of All Funds
5.62%
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
Nordea Investment Management
Nordea Investment Management
Sweden
+$34.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$34.1M
3
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
+$17.2M
4
Millennium Management
Millennium Management
New York
+$15M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$11.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$14.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$14M
3
AI
Ariel Investments
Illinois
-$12.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$253M +$34.1M +585,827 +15%
BlackRock
2
BlackRock
New York
$188M +$11.1M +190,814 +6%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$140M +$10.3M +176,328 +7%
EARNEST Partners
4
EARNEST Partners
Georgia
$131M +$2.24M +38,390 +2%
VBA
5
Van Berkom & Associates
Quebec, Canada
$114M +$618K +10,607 +0.5%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$101M +$11.2M +192,885 +12%
Franklin Resources
7
Franklin Resources
California
$94.8M +$696K +11,938 +0.7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$82.2M -$1.47M -25,168 -2%
Ameriprise
9
Ameriprise
Minnesota
$81.5M -$14.8M -254,217 -15%
BAM
10
Burgundy Asset Management
Ontario, Canada
$77.9M +$709K +12,163 +0.9%
BAMCO Inc
11
BAMCO Inc
New York
$72.5M -$11.7K -200 -0%
Bank of America
12
Bank of America
North Carolina
$70.3M +$2.36M +40,473 +3%
FMI
13
Fiduciary Management Inc
Wisconsin
$59.1M -$1.53M -26,212 -2%
WRF
14
Waddell & Reed Financial
Kansas
$58.8M +$3.94M +67,661 +7%
AllianceBernstein
15
AllianceBernstein
Tennessee
$56.1M +$354K +6,083 +0.6%
State Street
16
State Street
Massachusetts
$52.9M +$2.47M +42,351 +5%
Wells Fargo
17
Wells Fargo
California
$52.5M -$701K -12,028 -1%
Northern Trust
18
Northern Trust
Illinois
$50.3M +$4.66M +80,037 +10%
Goldman Sachs
19
Goldman Sachs
New York
$49.8M -$5.11M -87,707 -9%
ACM
20
Atlanta Capital Management
Georgia
$47.9M +$7.3M +125,254 +17%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$47.1M +$34.2M +587,381 +207%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$39.9M +$4.04M +69,418 +11%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$39.6M +$1.9M +32,570 +5%
RA
24
Royce & Associates
New York
$38.6M -$7.35M -126,144 -15%
Norges Bank
25
Norges Bank
Norway
$38.4M +$7.37M +126,555 +22%
1
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HLI Hedge Fund Activity: Q2 2020 in Review

274 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2020, worth a combined $2.81B — up 14% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HLI positions and 16 closed out — a net gain of 48 holders — while 121 added to existing stakes and 66 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $34.2M. The largest seller was Ameriprise, cutting an estimated $14.8M.

  • 274 institutional investors held Houlihan Lokey (HLI) as of Q2 2020, up from 228 in Q1 2020.
  • Funds reported $2.81B of Houlihan Lokey stock for Q2 2020, up 14% quarter-over-quarter.
  • 64 funds opened new Houlihan Lokey positions in Q2 2020 and 16 closed out, a net change of +48 holders.
  • The largest Houlihan Lokey buyer in Q2 2020 was Nordea Investment Management, an estimated $34.2M added.
  • The largest Houlihan Lokey seller in Q2 2020 was Ameriprise, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2020.