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Houlihan Lokey
HLI

Overview Fund Activity

192 hedge funds and large institutions have $1.75B invested in Houlihan Lokey in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 21 closing their positions.

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
80
Reduced
50
Closed
21
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$23.2M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$87.1M
4
WHG
4
Westwood Holdings Group
Texas
$19.6M
5
BlackRock
5
BlackRock
New York
$115M

Top Sellers

1
OCU
1
ORIX Corporation USA
Texas
$4.35M
2
LCM
2
Laurion Capital Management
New York
$3.7M
3
Ameriprise
3
Ameriprise
Minnesota
$112M
4
SCA
4
Secor Capital Advisors
New York
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$9.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$18.9M 368,552 +5,060 +1%
Stifel Financial
27
Stifel Financial
Missouri
$17.9M 348,328 +19,895 +6%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$17.8M 347,095 +63,458 +22%
TA
29
Teachers Advisors
New York
$17.4M 338,794 +25,729 +8%
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$15.8M 309,416 +84,416 +38%
Bank of America
31
Bank of America
North Carolina
$15M 292,618 -29,906 -9%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$15M 292,157 +58,171 +25%
JIR
33
James Investment Research
Ohio
$14.7M 287,026 -59,585 -17%
Deutsche Bank
34
Deutsche Bank
Germany
$14.7M 286,167 +140,013 +96%
Macquarie Group
35
Macquarie Group
Australia
$14.3M 279,275 -65,149 -19%
TCIM
36
TIAA CREF Investment Management
New York
$13.6M 264,873 +95,128 +56%
Principal Financial Group
37
Principal Financial Group
Iowa
$12.8M 249,453 -13,454 -5%
PAM
38
Panagora Asset Management
Massachusetts
$12.6M 246,937 +61,186 +33%
Prudential Financial
39
Prudential Financial
New Jersey
$11.3M 221,143 +570 +0.3%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$11.1M 217,176 +165,698 +322%
American Century Companies
41
American Century Companies
Missouri
$9.32M 181,873 -84,550 -32%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$9.19M 179,318 -116,502 -39%
Charles Schwab
43
Charles Schwab
California
$8.68M 169,441 +22,114 +15%
Citadel Advisors
44
Citadel Advisors
Florida
$7.87M 153,576 +67,780 +79%
MIM
45
Monashee Investment Management
Massachusetts
– – – –
Natixis Advisors
46
Natixis Advisors
Massachusetts
$7.02M 137,142 +31,020 +29%
Morgan Stanley
47
Morgan Stanley
New York
$6.56M 128,004 -62,252 -33%
First Trust Advisors
48
First Trust Advisors
Illinois
$6.54M 127,700 -9,512 -7%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$6.42M 125,263 +21,300 +20%
UBS Group
50
UBS Group
Switzerland
$5.27M 102,880 +88,081 +595%
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