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Houlihan Lokey
HLI

Overview Fund Activity

73 hedge funds and large institutions have $279M invested in Houlihan Lokey in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
73
Holders Change
–
Holders Change %
0%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
33
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$20.8M
2
AI
2
Ariel Investments
Illinois
$22.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$28.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.03M
5
TCGI
5
Three Corner Global Investors
New York
$7.44M

Top Sellers

1
SLCM
1
Seven Locks Capital Management
New York
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$5.59M
3
Millennium Management
3
Millennium Management
New York
$6.22M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.87M 83,562 +3,848 +5%
TCIM
27
TIAA CREF Investment Management
New York
$1.56M 69,536 +1,563 +2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.32M 58,977 +2,782 +5%
TC
29
TFS Capital
Pennsylvania
$1.2M 53,594 +5,925 +12%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.18M 52,649 +9,405 +22%
BIM
31
BlackRock Investment Management
Delaware
$1.06M 47,456 +4,314 +10%
Morgan Stanley
32
Morgan Stanley
New York
$999K 44,613 -639 -1%
Two Sigma Investments
33
Two Sigma Investments
New York
$982K 43,900 -39,812 -48%
Fidelity International
34
Fidelity International
Bermuda
$806K 36,028 -40,574 -53%
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$736K 32,901 -12,048 -27%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$734K 32,800 -1,100 -3%
EA
37
Emerald Acquisition
Washington
$693K 30,992 +30,992 New
GCP
38
GSA Capital Partners
United Kingdom
$666K 29,767 +4,900 +20%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$572K 25,579 -200 -0.8%
ECA
40
Endeavour Capital Advisors
Connecticut
$529K 23,652 +23,652 New
UBS Group
41
UBS Group
Switzerland
$466K 20,811 +385 +2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$457K 20,436 – –
Charles Schwab
43
Charles Schwab
California
$450K 20,100 – –
TA
44
Teachers Advisors
New York
$430K 19,242 +7,317 +61%
NFA
45
Nationwide Fund Advisors
Ohio
$383K 17,102 -33,553 -66%
DC
46
Deere & Company
Illinois
$363K 16,242 – –
Goldman Sachs
47
Goldman Sachs
New York
$324K 14,483 +14,483 New
Norges Bank
48
Norges Bank
Norway
$297K 13,268 -2,000 -13%
GI
49
Gradient Investments
Minnesota
$297K 13,282 +13,282 New
CS
50
Credit Suisse
Switzerland
$290K 12,952 +12,952 New
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