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Houlihan Lokey
HLI

Overview Fund Activity

77 hedge funds and large institutions have $299M invested in Houlihan Lokey in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
30
Reduced
18
Closed
11
Calls
$286K
Puts
$378K
Net Calls
-$92K
Net Calls Change
-$92K

Top Buyers

1
RA
1
Royce & Associates
New York
$7.8M
2
EA
2
Emerald Acquisition
Washington
$2.92M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.4M
4
OAM
4
Oxford Asset Management
United Kingdom
$958K
5
AI
5
Ariel Investments
Illinois
$26.4M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$12.2M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
TCGI
4
Three Corner Global Investors
New York
$5.98M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$20.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
26
Alpenglow Capital
California
$1.6M 63,994 -20,500 -24%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$1.57M 62,508 +9,859 +19%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.42M 56,875 -2,102 -4%
GCP
29
GSA Capital Partners
United Kingdom
$1.35M 54,067 +24,300 +82%
BIM
30
BlackRock Investment Management
Delaware
$1.19M 47,367 -89 -0.2%
OAM
31
Oxford Asset Management
United Kingdom
$958K 38,263 +38,263 New
Two Sigma Investments
32
Two Sigma Investments
New York
$954K 38,090 -5,810 -13%
Morgan Stanley
33
Morgan Stanley
New York
$763K 30,447 -14,166 -32%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$762K 30,401 -2,399 -7%
AI
35
Analytic Investors
California
$748K 29,856 +29,856 New
Renaissance Technologies
36
Renaissance Technologies
New York
$716K 28,600 +28,600 New
Deutsche Bank
37
Deutsche Bank
Germany
$650K 26,003 +15,559 +149%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$648K 25,879 +300 +1%
Citadel Advisors
39
Citadel Advisors
Florida
$581K 23,180 +23,180 New
PAM
40
Panagora Asset Management
Massachusetts
$548K 21,869 +21,869 New
UBS Group
41
UBS Group
Switzerland
$522K 20,846 +35 +0.2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$512K 20,436 – –
Charles Schwab
43
Charles Schwab
California
$504K 20,100 – –
TA
44
Teachers Advisors
New York
$482K 19,242 – –
SCA
45
Secor Capital Advisors
New York
$477K 19,036 +19,036 New
NFA
46
Nationwide Fund Advisors
Ohio
$428K 17,102 – –
DC
47
Deere & Company
Illinois
$407K 16,242 – –
DTL
48
Dynamic Technology Lab
Singapore
$377K 15,076 +15,076 New
GI
49
Gradient Investments
Minnesota
$338K 13,503 +221 +2%
CS
50
Credit Suisse
Switzerland
$305K 12,154 -798 -6%
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