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Houlihan Lokey
HLI

Overview Fund Activity

170 hedge funds and large institutions have $1.36B invested in Houlihan Lokey in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+17
Holders Change %
+11.11%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
62
Reduced
46
Closed
22
Calls
$486K
Puts
–
Net Calls
+$486K
Net Calls Change
-$444K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$57M
2
Ameriprise
Ameriprise
Minnesota
$103M
3
Millennium Management
Millennium Management
New York
$38.9M
4
BAMCO Inc
BAMCO Inc
New York
$45.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$132M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$0
2
BlackRock
BlackRock
New York
$83M
3
LCM
Laurion Capital Management
New York
$15.7M
4
RA
Royce & Associates
New York
$25.5M
5
Macquarie Group
Macquarie Group
Australia
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
26
Macquarie Group
Australia
$15.4M -$6.48M -145,311 -30%
Stifel Financial
27
Stifel Financial
Missouri
$14.7M +$13M +291,228 +783%
Bank of America
28
Bank of America
North Carolina
$14.4M -$4.86M -109,061 -25%
TA
29
Teachers Advisors
New York
$14M -$816K -18,294 -6%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$13.2M +$8.45M +189,334 +178%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$12.6M +$709K +15,890 +6%
Renaissance Technologies
32
Renaissance Technologies
New York
$12M +$12M +269,100 New
American Century Companies
33
American Century Companies
Missouri
$11.9M +$3.64M +81,557 +44%
Principal Financial Group
34
Principal Financial Group
Iowa
$11.7M +$83.6K +1,874 +0.7%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$10.4M -$3.62M -81,200 -26%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$10M +$10M +225,000 New
Prudential Financial
37
Prudential Financial
New Jersey
$9.84M -$844K -18,926 -8%
Morgan Stanley
38
Morgan Stanley
New York
$8.49M +$3.27M +73,221 +63%
PAM
39
Panagora Asset Management
Massachusetts
$8.28M -$425K -9,540 -5%
TCIM
40
TIAA CREF Investment Management
New York
$7.57M +$49K +1,099 +0.7%
Charles Schwab
41
Charles Schwab
California
$6.57M +$722K +16,181 +12%
Deutsche Bank
42
Deutsche Bank
Germany
$6.52M +$3.85M +86,350 +144%
SCA
43
Secor Capital Advisors
New York
$6.44M +$3.83M +85,926 +147%
First Trust Advisors
44
First Trust Advisors
Illinois
$6.12M -$271K -6,066 -4%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$4.73M +$4.73M +106,122 New
Two Sigma Advisers
46
Two Sigma Advisers
New York
$4.64M +$522K +11,700 +13%
ERSOT
47
Employees Retirement System of Texas
Texas
$4.1M – – –
Citadel Advisors
48
Citadel Advisors
Florida
$3.83M +$2.05M +45,882 +115%
Norges Bank
49
Norges Bank
Norway
$3.27M – – –
PPA
50
Parametric Portfolio Associates
Washington
$3.01M +$223K +5,005 +8%
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