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Houlihan Lokey
HLI

Overview Fund Activity

166 hedge funds and large institutions have $1.54B invested in Houlihan Lokey in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 43 closing their positions.

Holders
166
Holders Change
-26
Holders Change %
-13.54%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
72
Reduced
49
Closed
43
Calls
$597K
Puts
$6.2M
Net Calls
-$5.61M
Net Calls Change
-$7.42M

Top Buyers

1
OCU
1
ORIX Corporation USA
Texas
$27.4M
2
Bank of America
2
Bank of America
North Carolina
$36.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$39.4M
5
Millennium Management
5
Millennium Management
New York
$47.1M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
Macquarie Group
2
Macquarie Group
Australia
$2.47M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.64M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EARNEST Partners
26
EARNEST Partners
Georgia
$22.1M 491,803 +39,194 +9%
Renaissance Technologies
27
Renaissance Technologies
New York
$18.6M 413,200 -173,200 -30%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$17.2M 383,810 +15,258 +4%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$16.4M 364,947 +17,852 +5%
TA
30
Teachers Advisors
New York
$15.3M 340,514 +1,720 +0.5%
WHG
31
Westwood Holdings Group
Texas
$14.1M 314,045 -69,308 -18%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$12M 266,516 -25,641 -9%
Principal Financial Group
33
Principal Financial Group
Iowa
$11.5M 256,755 +7,302 +3%
Stifel Financial
34
Stifel Financial
Missouri
$11.3M 250,853 -97,475 -28%
JIR
35
James Investment Research
Ohio
$11.3M 252,020 -35,006 -12%
PAM
36
Panagora Asset Management
Massachusetts
$11M 245,839 -1,098 -0.4%
Charles Schwab
37
Charles Schwab
California
$8.39M 186,745 +17,304 +10%
TCIM
38
TIAA CREF Investment Management
New York
$7.93M 176,488 -88,385 -33%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$7.35M 163,477 +108,314 +196%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$6.82M 151,771 -65,405 -30%
Prudential Financial
41
Prudential Financial
New Jersey
$6.51M 144,776 -76,367 -35%
APG Asset Management
42
APG Asset Management
Netherlands
$6.37M 164,600 +138,100 +521%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$6.23M 138,679 +1,537 +1%
ECA
44
Endeavour Capital Advisors
Connecticut
$4.94M 109,845 +109,845 New
GKIM
45
GW&K Investment Management
Massachusetts
$4.88M 108,646 +108,646 New
Nordea Investment Management
46
Nordea Investment Management
Sweden
$4.17M 92,859 +27,240 +42%
First Trust Advisors
47
First Trust Advisors
Illinois
$3.9M 86,727 -40,973 -32%
Morgan Stanley
48
Morgan Stanley
New York
$3.68M 81,953 -46,051 -36%
Deutsche Bank
49
Deutsche Bank
Germany
$3.64M 81,050 -205,117 -72%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$3.12M 69,463 -55,800 -45%
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