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Houlihan Lokey
HLI

Overview Fund Activity

126 hedge funds and large institutions have $894M invested in Houlihan Lokey in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
48
Reduced
38
Closed
16
Calls
$391K
Puts
–
Net Calls
+$391K
Net Calls Change
+$215K

Top Buyers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$32M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$80M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.51M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.9M
5
DIA
5
Dean Investment Associates
Ohio
$5.78M

Top Sellers

1
RA
1
Royce & Associates
New York
$35.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$670K
3
Deutsche Bank
3
Deutsche Bank
Germany
$918K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.25M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$9.15M 233,724 -17,039 -7%
Goldman Sachs
27
Goldman Sachs
New York
$8.99M 229,752 +105,510 +85%
Prudential Financial
28
Prudential Financial
New Jersey
$8.83M 225,610 +45,770 +25%
Principal Financial Group
29
Principal Financial Group
Iowa
$8.28M 211,600 +4,700 +2%
American Century Companies
30
American Century Companies
Missouri
$7.5M 191,565 +9,008 +5%
TCIM
31
TIAA CREF Investment Management
New York
$6.81M 173,987 -18,956 -10%
PAM
32
Panagora Asset Management
Massachusetts
$6.78M 173,161 +3,730 +2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$5.99M 153,154 +15,395 +11%
DIA
34
Dean Investment Associates
Ohio
$5.78M 147,650 +147,650 New
Charles Schwab
35
Charles Schwab
California
$4.72M 120,570 +73,670 +157%
Renaissance Technologies
36
Renaissance Technologies
New York
$4.25M 108,700 -80,000 -42%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.19M 107,157 +90,658 +549%
DCM
38
Dean Capital Management
Kansas
$3.93M 100,405 +100,405 New
OAM
39
Oxford Asset Management
United Kingdom
$3.86M 98,705 +4,534 +5%
SGAM
40
Smith Group Asset Management
Texas
$3.49M 89,180 +89,180 New
JIR
41
James Investment Research
Ohio
$3.13M 79,845 +16,380 +26%
SIM
42
Spark Investment Management
New York
$2.92M 74,500 -48,000 -39%
PPA
43
Parametric Portfolio Associates
Washington
$2.72M 69,590 -2,440 -3%
Morgan Stanley
44
Morgan Stanley
New York
$2.44M 62,349 -55,716 -47%
SCA
45
Secor Capital Advisors
New York
$2.24M 57,259 +48,252 +536%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$2.09M 53,290 -34,089 -39%
3C
47
361 Capital
Colorado
$2.06M 52,749 +52,749 New
DCM
48
Dupont Capital Management
Delaware
$2M 51,075 – –
GC
49
Globeflex Capital
California
$1.97M 50,417 +50,417 New
AAMU
50
AEGON Asset Management (UK)
United Kingdom
$1.95M 49,810 +49,810 New
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