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Houlihan Lokey
HLI

Overview Fund Activity

89 hedge funds and large institutions have $391M invested in Houlihan Lokey in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
89
Holders Change
+12
Holders Change %
+15.58%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
39
Reduced
19
Closed
6
Calls
–
Puts
$311K
Net Calls
-$311K
Net Calls Change
-$219K

Top Buyers

1
RA
1
Royce & Associates
New York
$38.4M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.73M
4
BIT
4
BlackRock Institutional Trust
California
$7.93M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.71M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$27.1M
2
Millennium Management
2
Millennium Management
New York
$1.97M
3
TCGI
3
Three Corner Global Investors
New York
$0
4
Franklin Resources
4
Franklin Resources
California
$23.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$2.52M 80,991 +12,399 +18%
PPA
27
Parametric Portfolio Associates
Washington
$2.22M 71,333 -38,758 -35%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.14M 68,797 +30,707 +81%
OAM
29
Oxford Asset Management
United Kingdom
$2.12M 68,031 +29,768 +78%
Morgan Stanley
30
Morgan Stanley
New York
$2.07M 66,422 +35,975 +118%
Millennium Management
31
Millennium Management
New York
$1.97M 63,273 -234,927 -79%
BIM
32
BlackRock Investment Management
Delaware
$1.48M 47,432 +65 +0.1%
MC
33
Menta Capital
California
$1.32M 42,245 +42,245 New
DCM
34
Dupont Capital Management
Delaware
$1.29M 41,375 +41,375 New
Deutsche Bank
35
Deutsche Bank
Germany
$1.28M 41,117 +15,114 +58%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$1.14M 36,477 +6,076 +20%
BA
37
BlackRock Advisors
Delaware
$1.08M 34,783 +29,831 +602%
SCA
38
Secor Capital Advisors
New York
$1.02M 32,798 +13,762 +72%
Wells Fargo
39
Wells Fargo
California
$1M 32,164 +27,966 +666%
American Century Companies
40
American Century Companies
Missouri
$943K 30,289 +30,289 New
HCM
41
Highbridge Capital Management
New York
$835K 26,824 +26,824 New
TA
42
Teachers Advisors
New York
$786K 25,242 +6,000 +31%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$784K 25,179 -700 -3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$751K 24,132 +24,132 New
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$706K 22,700 +22,700 New
UBS Group
46
UBS Group
Switzerland
$682K 21,884 +1,038 +5%
Swiss National Bank
47
Swiss National Bank
Switzerland
$636K 20,436 – –
CS
48
Credit Suisse
Switzerland
$635K 20,394 +8,240 +68%
Charles Schwab
49
Charles Schwab
California
$626K 20,100 – –
CIC
50
Cornercap Investment Counsel
Georgia
$605K 19,455 +19,455 New
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