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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.

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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$46.9M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$27.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$38.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.78M
5
RA
5
Royce & Associates
New York
$30.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$269M 4,557,092 +12,054 +0.3%
BlackRock
2
BlackRock
New York
$224M 3,785,098 +406,882 +12%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$160M 2,702,815 +174,744 +7%
EARNEST Partners
4
EARNEST Partners
Georgia
$144M 2,440,897 +90,487 +4%
VBA
5
Van Berkom & Associates
Quebec, Canada
$115M 1,944,802 -109,778 -5%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$105M 1,783,602 -39,283 -2%
Franklin Resources
7
Franklin Resources
California
$97.5M 1,651,685 -35,676 -2%
BAM
8
Burgundy Asset Management
Ontario, Canada
$90.7M 1,535,423 +136,024 +10%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$86.9M 1,471,261 -5,338 -0.4%
FMI
10
Fiduciary Management Inc
Wisconsin
$80.8M 1,368,439 +307,108 +29%
Bank of America
11
Bank of America
North Carolina
$77.8M 1,318,022 +54,047 +4%
BAMCO Inc
12
BAMCO Inc
New York
$77M 1,304,665 +2,426 +0.2%
AllianceBernstein
13
AllianceBernstein
Tennessee
$73.3M 1,240,982 +233,053 +23%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$60.8M 1,023,094 +393,004 +62%
First Trust Advisors
15
First Trust Advisors
Illinois
$60M 1,015,352 +927,450 +1,055%
State Street
16
State Street
Massachusetts
$59.8M 1,012,817 +62,482 +7%
Northern Trust
17
Northern Trust
Illinois
$55.8M 945,354 +40,993 +5%
ACM
18
Atlanta Capital Management
Georgia
$55.3M 936,957 +76,322 +9%
WRF
19
Waddell & Reed Financial
Kansas
$54.6M 925,014 -131,509 -12%
Wells Fargo
20
Wells Fargo
California
$51M 863,184 -79,695 -8%
Ameriprise
21
Ameriprise
Minnesota
$46.9M 794,527 -670,013 -46%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$43.2M 731,319 +14,936 +2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$42.9M 726,656 +14,349 +2%
Norges Bank
24
Norges Bank
Norway
$38.8M 656,462 -33,000 -5%
Goldman Sachs
25
Goldman Sachs
New York
$38.5M 651,475 -243,314 -27%
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