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Houlihan Lokey
HLI

Overview Fund Activity

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.

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.13%
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
+$4.44M

Top Buyers

1
EA
1
Emerald Advisers
Pennsylvania
$20.5M
2
BlackRock
2
BlackRock
New York
$274M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$318M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$193M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$61.5M
2
WHG
2
Westwood Holdings Group
Texas
$242K
3
WRF
3
Waddell & Reed Financial
Kansas
$50.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.13M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$58.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$318M 4,735,182 +178,090 +4%
BlackRock
2
BlackRock
New York
$274M 4,071,273 +286,175 +8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$193M 2,874,249 +171,434 +6%
EARNEST Partners
4
EARNEST Partners
Georgia
$169M 2,513,519 +72,622 +3%
VBA
5
Van Berkom & Associates
Quebec, Canada
$123M 1,824,930 -119,872 -6%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$121M 1,796,818 +13,216 +0.7%
BAM
7
Burgundy Asset Management
Ontario, Canada
$107M 1,598,170 +62,747 +4%
FMI
8
Fiduciary Management Inc
Wisconsin
$97.2M 1,446,176 +77,737 +6%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$95.9M 1,425,861 -45,400 -3%
Bank of America
10
Bank of America
North Carolina
$90.2M 1,342,354 +24,332 +2%
BAMCO Inc
11
BAMCO Inc
New York
$87.5M 1,301,235 -3,430 -0.3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$85.7M 1,274,085 +33,103 +3%
State Street
13
State Street
Massachusetts
$72.6M 1,080,387 +67,570 +7%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$68.1M 1,012,350 -10,744 -1%
Wells Fargo
15
Wells Fargo
California
$62M 921,864 +58,680 +7%
Northern Trust
16
Northern Trust
Illinois
$61.9M 920,440 -24,914 -3%
Franklin Resources
17
Franklin Resources
California
$61.5M 914,271 -737,414 -45%
ACM
18
Atlanta Capital Management
Georgia
$59.4M 883,185 -53,772 -6%
First Trust Advisors
19
First Trust Advisors
Illinois
$58.7M 873,832 -141,520 -14%
Ameriprise
20
Ameriprise
Minnesota
$56.5M 841,119 +46,592 +6%
Goldman Sachs
21
Goldman Sachs
New York
$55M 817,693 +166,218 +26%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$53.5M 796,331 +65,012 +9%
WRF
23
Waddell & Reed Financial
Kansas
$50.4M 749,768 -175,246 -19%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$49M 728,314 +1,658 +0.2%
GKIM
25
GW&K Investment Management
Massachusetts
$44.8M 666,371 +24,876 +4%
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