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Houlihan Lokey
HLI

Overview Fund Activity

153 hedge funds and large institutions have $1.21B invested in Houlihan Lokey in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
41
Increased
63
Reduced
38
Closed
14
Calls
$930K
Puts
–
Net Calls
+$930K
Net Calls Change
+$539K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$63.7M
2
LCM
2
Laurion Capital Management
New York
$24.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$117M
4
OCU
4
ORIX Corporation USA
Texas
$19.9M
5
BAMCO Inc
5
BAMCO Inc
New York
$16.5M

Top Sellers

1
RA
1
Royce & Associates
New York
$33.3M
2
Millennium Management
2
Millennium Management
New York
$7.91M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$4.19M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
JIR
26
James Investment Research
Ohio
$15M 329,987 +250,142 +313%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$14.3M 315,186 +35,841 +13%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$12.2M 267,747 +20,548 +8%
Principal Financial Group
29
Principal Financial Group
Iowa
$11.9M 261,033 +49,433 +23%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$11M 243,100 – –
Prudential Financial
31
Prudential Financial
New Jersey
$10.9M 239,499 +13,889 +6%
PAM
32
Panagora Asset Management
Massachusetts
$8.87M 195,291 +22,130 +13%
American Century Companies
33
American Century Companies
Missouri
$8.4M 184,866 -6,699 -3%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$8.1M 178,219 +25,065 +16%
Millennium Management
35
Millennium Management
New York
$7.91M 174,171 -144,598 -45%
TCIM
36
TIAA CREF Investment Management
New York
$7.66M 168,646 -5,341 -3%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$6.86M 151,013 +127,400 +540%
First Trust Advisors
38
First Trust Advisors
Illinois
$6.51M 143,278 +143,278 New
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.98M 131,675 +24,518 +23%
Charles Schwab
40
Charles Schwab
California
$5.96M 131,146 +10,576 +9%
Morgan Stanley
41
Morgan Stanley
New York
$5.32M 117,035 +54,686 +88%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$4.84M 106,486 +106,300 +57,151%
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$4.55M 100,129 +100,129 New
Two Sigma Advisers
44
Two Sigma Advisers
New York
$4.19M 92,263 -141,461 -61%
ERSOT
45
Employees Retirement System of Texas
Texas
$4.18M 92,000 +92,000 New
SGAM
46
Smith Group Asset Management
Texas
$4.04M 88,820 -360 -0.4%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$3.47M 76,442 +23,152 +43%
Norges Bank
48
Norges Bank
Norway
$3.33M 73,395 +25,000 +52%
DIA
49
Dean Investment Associates
Ohio
$3.03M 66,600 -81,050 -55%
PPA
50
Parametric Portfolio Associates
Washington
$2.83M 62,365 -7,225 -10%
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