HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

73 hedge funds and large institutions have $298M invested in Houlihan Lokey in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
32
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Ariel Investments
Illinois
$20.9M
2
Bank of America
2
Bank of America
North Carolina
$11.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$27.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$18.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.08M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
AC
2
Alpenglow Capital
California
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$5.22M
4
BCM
4
Basswood Capital Management
New York
$2.82M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$216K 8,659 +8,659 New
MLICM
52
Metropolitan Life Insurance Company (MetLife)
New York
$210K 8,447 – –
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184K 7,372 +4,925 +201%
AIG
54
American International Group
New York
$173K 6,961 +6,961 New
Wells Fargo
55
Wells Fargo
California
$169K 6,773 +513 +8%
SO
56
STRS Ohio
Ohio
$97K 3,900 – –
BA
57
BlackRock Advisors
Delaware
$96K 3,868 +294 +8%
Deutsche Bank
58
Deutsche Bank
Germany
$94K 3,834 -28,331 -88%
FMT
59
First Mercantile Trust
Tennessee
$69K 2,770 -80 -3%
BG
60
BlackRock Group
United Kingdom
$49K 1,970 +1,970 New
Teacher Retirement System of Texas
61
Teacher Retirement System of Texas
Texas
$37K 1,473 +362 +33%
Barclays
62
Barclays
United Kingdom
$32K 1,316 +1,316 New
Federated Hermes
63
Federated Hermes
Pennsylvania
$20K 796 +796 New
Creative Planning
64
Creative Planning
Kansas
$17K 700 – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$15K 619 +619 New
BlackRock
66
BlackRock
New York
$12K 479 +479 New
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$11K 460 +328 +248%
MA
68
MUFG Americas
New York
$6K 260 +260 New
CCA
69
Catalyst Capital Advisors
New York
$4K 180 – –
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$3.31K 133 -3,145 -96%
Geode Capital Management
71
Geode Capital Management
Massachusetts
$2.28K 91,678 +6,929 +8%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$2K 100 +3 +3%
PFMOSF
73
Philadelphia Financial Management of San Francisco
California
– – -432,158 Closed
AC
74
Alpenglow Capital
California
– – -428,319 Closed
Alyeska Investment Group
75
Alyeska Investment Group
Illinois
– – -198,648 Closed
1 2
3
4