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Houlihan Lokey
HLI

Overview Fund Activity

188 hedge funds and large institutions have $1.88B invested in Houlihan Lokey in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 24 closing their positions.

Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
70
Reduced
46
Closed
24
Calls
–
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$1.2M

Top Buyers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$63.1M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$70.8M
3
ECM
3
Element Capital Management
New York
$21.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$66.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$18.2M

Top Sellers

1
OCU
1
ORIX Corporation USA
Texas
$150M
2
AI
2
Ariel Investments
Illinois
$48.5M
3
RA
3
Royce & Associates
New York
$26M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$10.6M
5
Ameriprise
5
Ameriprise
Minnesota
$83.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$21.8M 489,122 +40,364 +9%
ECM
27
Element Capital Management
New York
$21.4M 481,325 +481,325 New
Stifel Financial
28
Stifel Financial
Missouri
$21.1M 472,371 +5,692 +1%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$18.2M 407,708 +407,708 New
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$17.5M 393,641 +360,841 +1,100%
Jennison Associates
31
Jennison Associates
New York
$16.1M 361,137 +255,322 +241%
HA
32
H2O AM
United Kingdom
$15M 337,113 +66,019 +24%
UBS Group
33
UBS Group
Switzerland
$14.7M 331,099 +318,416 +2,511%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$14.3M 321,334 +81,447 +34%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$13.8M 309,357 -1,542 -0.5%
Allianz Asset Management
36
Allianz Asset Management
Germany
$13.8M 309,188 -16,969 -5%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$11.1M 249,428 +7,662 +3%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$10.6M 238,500 -191,596 -45%
Renaissance Technologies
39
Renaissance Technologies
New York
$10.4M 233,800 -114,300 -33%
APG Asset Management
40
APG Asset Management
Netherlands
$10.2M 259,900 +62,800 +32%
Charles Schwab
41
Charles Schwab
California
$10.1M 227,391 +16,322 +8%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$9.61M 215,791 +6,319 +3%
PAM
43
Panagora Asset Management
Massachusetts
$8.87M 199,141 -19,201 -9%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$8.6M 193,112 +8,978 +5%
EAM
45
Eagle Asset Management
Florida
$8.44M 189,504 +99,457 +110%
PC
46
Pier Capital
Connecticut
$7.72M 173,444 -12,327 -7%
First Trust Advisors
47
First Trust Advisors
Illinois
$5.85M 131,423 +14,550 +12%
Marshall Wace
48
Marshall Wace
United Kingdom
$5.44M 122,056 +121,310 +16,261%
Prudential Financial
49
Prudential Financial
New Jersey
$5.31M 119,220 -18,092 -13%
Macquarie Group
50
Macquarie Group
Australia
$5.3M 118,945 – –
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