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Houlihan Lokey
HLI

Overview Fund Activity

104 hedge funds and large institutions have $750M invested in Houlihan Lokey in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
104
Holders Change
+15
Holders Change %
+16.85%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
52
Reduced
16
Closed
5
Calls
$488K
Puts
–
Net Calls
+$488K
Net Calls Change
+$799K

Top Buyers

1
BlackRock
1
BlackRock
New York
$62.8M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$24.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.2M
4
Ameriprise
4
Ameriprise
Minnesota
$22.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$18.5M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$17.3M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$42.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.26M
4
MCA
4
Mendon Capital Advisors
Florida
$5.34M
5
SCA
5
Secor Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$7.68M 222,900 +222,900 New
Principal Financial Group
27
Principal Financial Group
Iowa
$7.13M 206,900 – –
Alyeska Investment Group
28
Alyeska Investment Group
Illinois
$7.06M 204,959 +204,959 New
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$7.03M 204,105 +105,185 +106%
Northern Trust
30
Northern Trust
Illinois
$6.13M 178,027 +24,272 +16%
American Century Companies
31
American Century Companies
Missouri
$5.75M 166,924 +136,635 +451%
MCA
32
Mendon Capital Advisors
Florida
$5.34M 154,982 -34,913 -18%
TCIM
33
TIAA CREF Investment Management
New York
$5.14M 149,237 +68,246 +84%
Deutsche Bank
34
Deutsche Bank
Germany
$4.93M 143,027 +101,910 +248%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$4.63M 134,513 +47,918 +55%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.6M 133,521 +34,396 +35%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$4.36M 126,605 +126,605 New
Morgan Stanley
38
Morgan Stanley
New York
$4.32M 125,358 +58,936 +89%
PAM
39
Panagora Asset Management
Massachusetts
$3.6M 104,530 +16,766 +19%
MC
40
Menta Capital
California
$3.34M 96,959 +54,714 +130%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$3.22M 93,513 +93,513 New
OAM
42
Oxford Asset Management
United Kingdom
$3.14M 91,235 +23,204 +34%
Goldman Sachs
43
Goldman Sachs
New York
$2.62M 76,002 +60,879 +403%
PPA
44
Parametric Portfolio Associates
Washington
$2.22M 64,314 -7,019 -10%
Citadel Advisors
45
Citadel Advisors
Florida
$2.21M 64,215 +54,506 +561%
TA
46
Teachers Advisors
New York
$1.97M 57,201 +31,959 +127%
Norges Bank
47
Norges Bank
Norway
$1.67M 48,395 +48,395 New
GCP
48
GSA Capital Partners
United Kingdom
$1.65M 47,910 +35,810 +296%
Stifel Financial
49
Stifel Financial
Missouri
$1.56M 45,345 +45,345 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.43M 41,479 +16,300 +65%
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