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Houlihan Lokey
HLI

Overview Fund Activity

115 hedge funds and large institutions have $753M invested in Houlihan Lokey in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
44
Reduced
36
Closed
10
Calls
$211K
Puts
$35K
Net Calls
+$176K
Net Calls Change
-$312K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$41.6M
2
TA
2
Teachers Advisors
New York
$10.4M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$29.4M
4
Northern Trust
4
Northern Trust
Illinois
$10.4M
5
Ameriprise
5
Ameriprise
Minnesota
$26.3M

Top Sellers

1
RA
1
Royce & Associates
New York
$43.2M
2
Millennium Management
2
Millennium Management
New York
$11.1M
3
HCM
3
Hodges Capital Management
Texas
$435K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.59M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$7.22M 206,900 – –
TCIM
27
TIAA CREF Investment Management
New York
$6.73M 192,943 +43,706 +29%
Renaissance Technologies
28
Renaissance Technologies
New York
$6.59M 188,700 -215,600 -53%
American Century Companies
29
American Century Companies
Missouri
$6.37M 182,557 +15,633 +9%
Prudential Financial
30
Prudential Financial
New Jersey
$6.28M 179,840 -43,060 -19%
PAM
31
Panagora Asset Management
Massachusetts
$5.91M 169,431 +64,901 +62%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$5.52M 158,080 +64,567 +69%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$4.81M 137,759 +4,238 +3%
Goldman Sachs
34
Goldman Sachs
New York
$4.34M 124,242 +48,240 +63%
SIM
35
Spark Investment Management
New York
$4.28M 122,500 +89,900 +276%
Morgan Stanley
36
Morgan Stanley
New York
$4.12M 118,065 -7,293 -6%
Deutsche Bank
37
Deutsche Bank
Germany
$4.07M 116,515 -26,512 -19%
MC
38
Menta Capital
California
$3.48M 99,657 +2,698 +3%
OAM
39
Oxford Asset Management
United Kingdom
$3.29M 94,171 +2,936 +3%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$3.05M 87,379 -116,726 -57%
PFMOSF
41
Philadelphia Financial Management of San Francisco
California
$3.01M 86,140 +86,140 New
PPA
42
Parametric Portfolio Associates
Washington
$2.51M 72,030 +7,716 +12%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.5M 71,695 +53,748 +299%
JIR
44
James Investment Research
Ohio
$2.22M 63,465 +63,465 New
DCM
45
Dupont Capital Management
Delaware
$1.78M 51,075 +9,700 +23%
GCP
46
GSA Capital Partners
United Kingdom
$1.73M 49,601 +1,691 +4%
Norges Bank
47
Norges Bank
Norway
$1.69M 48,395 – –
Charles Schwab
48
Charles Schwab
California
$1.64M 46,900 +26,800 +133%
Citadel Advisors
49
Citadel Advisors
Florida
$1.61M 46,181 -18,034 -28%
HCM
50
Highbridge Capital Management
New York
$1.57M 45,003 +15,539 +53%
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