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Houlihan Lokey
HLI

Overview Fund Activity

159 hedge funds and large institutions have $1.26B invested in Houlihan Lokey in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 31 closing their positions.

Holders
159
Holders Change
-7
Holders Change %
-4.22%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
59
Reduced
59
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$30.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$58.8M
3
RA
3
Royce & Associates
New York
$35.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$21.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$14.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$8.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.49M
3
JIR
3
James Investment Research
Ohio
$236K
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$41.9M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$17.1M 463,724 -60,414 -12%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$15.7M 427,863 +44,053 +11%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$15.3M 416,680 +51,733 +14%
Stifel Financial
29
Stifel Financial
Missouri
$14.6M 394,186 +143,333 +57%
TA
30
Teachers Advisors
New York
$13.3M 361,141 +20,627 +6%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$9.14M 248,362 -18,154 -7%
Millennium Management
32
Millennium Management
New York
$8.77M 238,173 -809,784 -77%
ECA
33
Endeavour Capital Advisors
Connecticut
$8.04M 218,402 +108,557 +99%
PAM
34
Panagora Asset Management
Massachusetts
$7.85M 213,217 -32,622 -13%
Citadel Advisors
35
Citadel Advisors
Florida
$7.49M 203,397 -314,130 -61%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$7.16M 194,665 +101,806 +110%
Charles Schwab
37
Charles Schwab
California
$6.99M 189,887 +3,142 +2%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$6.01M 163,361 +24,682 +18%
APG Asset Management
39
APG Asset Management
Netherlands
$5.6M 173,800 +9,200 +6%
Prudential Financial
40
Prudential Financial
New Jersey
$5.24M 142,292 -2,484 -2%
SC
41
Southside Capital
Florida
$4.88M 132,681 +132,681 New
Macquarie Group
42
Macquarie Group
Australia
$4.38M 118,945 +64,010 +117%
FG
43
Formula Growth
Quebec, Canada
$4.05M 110,000 +110,000 New
GKIM
44
GW&K Investment Management
Massachusetts
$3.86M 104,929 -3,717 -3%
American Century Companies
45
American Century Companies
Missouri
$3.39M 92,133 +92,133 New
EVM
46
Eaton Vance Management
Massachusetts
$3.24M 88,121 +88,121 New
TCIM
47
TIAA CREF Investment Management
New York
$3.08M 83,744 -92,744 -53%
Morgan Stanley
48
Morgan Stanley
New York
$2.76M 74,876 -7,077 -9%
UBS AM
49
UBS AM
Illinois
$2.47M 67,198 +8,180 +14%
Deutsche Bank
50
Deutsche Bank
Germany
$2.4M 65,223 -15,827 -20%
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