We are live on ! Find out more
HLI icon

Houlihan Lokey

289 hedge funds and large institutions have $3.41B invested in Houlihan Lokey in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $982K

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

14% more capital invested

Capital invested by funds: $3B → $3.41B (+$409M)

12% more funds holding

Funds holding: 258289 (+31)

0.86% less ownership

Funds ownership: 99.83%98.97% (-0.86%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
60
Increased
106
Reduced
87
Closed
28
Calls
$4.97M
Puts
$982K
Net Calls
+$3.99M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$318M +$11.5M +178,090 +4%
BlackRock
2
BlackRock
New York
$274M +$18.5M +286,175 +8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$193M +$11.1M +171,434 +6%
EARNEST Partners
4
EARNEST Partners
Georgia
$169M +$4.71M +72,622 +3%
VBA
5
Van Berkom & Associates
Quebec, Canada
$123M -$7.77M -119,872 -6%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$121M +$857K +13,216 +0.7%
BAM
7
Burgundy Asset Management
Ontario, Canada
$107M +$4.07M +62,747 +4%
FMI
8
Fiduciary Management Inc
Wisconsin
$97.2M +$5.04M +77,737 +6%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$95.9M -$2.94M -45,400 -3%
Bank of America
10
Bank of America
North Carolina
$90.2M +$1.58M +24,332 +2%
BAMCO Inc
11
BAMCO Inc
New York
$87.5M -$222K -3,430 -0.3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$85.7M +$2.15M +33,103 +3%
State Street
13
State Street
Massachusetts
$72.6M +$4.38M +67,570 +7%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$68.1M -$696K -10,744 -1%
Wells Fargo
15
Wells Fargo
California
$62M +$3.8M +58,680 +7%
Northern Trust
16
Northern Trust
Illinois
$61.9M -$1.61M -24,914 -3%
Franklin Resources
17
Franklin Resources
California
$61.5M -$47.8M -737,414 -45%
ACM
18
Atlanta Capital Management
Georgia
$59.4M -$3.49M -53,772 -6%
First Trust Advisors
19
First Trust Advisors
Illinois
$58.7M -$9.17M -141,520 -14%
Ameriprise
20
Ameriprise
Minnesota
$56.5M +$3.02M +46,592 +6%
Goldman Sachs
21
Goldman Sachs
New York
$55M +$10.8M +166,218 +26%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$53.5M +$4.21M +65,012 +9%
WRF
23
Waddell & Reed Financial
Kansas
$50.4M -$11.4M -175,246 -19%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$49M +$107K +1,658 +0.2%
GKIM
25
GW&K Investment Management
Massachusetts
$44.8M +$1.61M +24,876 +4%