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Houlihan Lokey
HLI

Overview Fund Activity

168 hedge funds and large institutions have $1.76B invested in Houlihan Lokey in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
66
Reduced
52
Closed
23
Calls
$352K
Puts
$4M
Net Calls
-$3.65M
Net Calls Change
-$3.65M

Top Buyers

1
OCU
1
ORIX Corporation USA
Texas
$188M
2
TCM
2
TimesSquare Capital Management
New York
$18.2M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$102M
4
HA
4
H2O AM
United Kingdom
$12.4M
5
VBA
5
Van Berkom & Associates
Quebec, Canada
$12.1M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$40.1M
2
Ameriprise
2
Ameriprise
Minnesota
$93M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$16M
4
Citadel Advisors
4
Citadel Advisors
Florida
$249K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$19.7M 430,096 +2,233 +0.5%
TCM
27
TimesSquare Capital Management
New York
$18.2M 396,668 +396,668 New
TA
28
Teachers Advisors
New York
$16.5M 360,026 -1,115 -0.3%
Renaissance Technologies
29
Renaissance Technologies
New York
$16M 348,100 -247,700 -42%
Allianz Asset Management
30
Allianz Asset Management
Germany
$15M 326,157 -137,567 -30%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$14.3M 310,899 -189,106 -38%
HA
32
H2O AM
United Kingdom
$12.4M 271,094 +271,094 New
VBA
33
Van Berkom & Associates
Quebec, Canada
$12.1M 262,863 +262,863 New
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$11.1M 241,766 -6,596 -3%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$11M 239,887 +162,187 +209%
PAM
36
Panagora Asset Management
Massachusetts
$10M 218,342 +5,125 +2%
Charles Schwab
37
Charles Schwab
California
$9.68M 211,069 +21,182 +11%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$9.6M 209,472 +46,111 +28%
PC
39
Pier Capital
Connecticut
$8.52M 185,771 +185,771 New
Nordea Investment Management
40
Nordea Investment Management
Sweden
$8.44M 184,134 -10,531 -5%
APG Asset Management
41
APG Asset Management
Netherlands
$8.05M 197,100 +23,300 +13%
Millennium Management
42
Millennium Management
New York
$7.1M 154,944 -83,229 -35%
Prudential Financial
43
Prudential Financial
New Jersey
$6.3M 137,312 -4,980 -3%
Macquarie Group
44
Macquarie Group
Australia
$5.45M 118,945 – –
First Trust Advisors
45
First Trust Advisors
Illinois
$5.36M 116,873 +104,036 +810%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.35M 116,705 +96,433 +476%
Jennison Associates
47
Jennison Associates
New York
$4.85M 105,815 +105,815 New
SC
48
Southside Capital
Florida
$4.59M 100,000 -32,681 -25%
GKIM
49
GW&K Investment Management
Massachusetts
$4.17M 91,034 -13,895 -13%
EAM
50
Eagle Asset Management
Florida
$4.13M 90,047 +90,047 New
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