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Houlihan Lokey
HLI

Overview Fund Activity

104 hedge funds and large institutions have $750M invested in Houlihan Lokey in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
104
Holders Change
+15
Holders Change %
+16.85%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
52
Reduced
16
Closed
5
Calls
$488K
Puts
–
Net Calls
+$488K
Net Calls Change
+$799K

Top Buyers

1
BlackRock
1
BlackRock
New York
$62.8M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$24.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.2M
4
Ameriprise
4
Ameriprise
Minnesota
$22.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$18.5M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$17.3M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$42.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.26M
4
MCA
4
Mendon Capital Advisors
Florida
$5.34M
5
SCA
5
Secor Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DCM
51
Dupont Capital Management
Delaware
$1.43M 41,375 – –
TC
52
TFS Capital
Pennsylvania
$1.27M 36,824 +20,368 +124%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$1.26M 36,700 -83,276 -69%
CG
54
Clinton Group
New York
$1.23M 35,734 +20,095 +128%
Swiss National Bank
55
Swiss National Bank
Switzerland
$1.22M 35,436 +15,000 +73%
ECA
56
Endeavour Capital Advisors
Connecticut
$1.15M 33,310 +33,310 New
SIM
57
Spark Investment Management
New York
$1.12M 32,600 +18,900 +138%
HCM
58
Highbridge Capital Management
New York
$1.02M 29,464 +2,640 +10%
EMG
59
Ellington Management Group
Connecticut
$841K 24,400 +13,800 +130%
SO
60
STRS Ohio
Ohio
$778K 22,600 +15,800 +232%
CIP
61
Convergence Investment Partners
Florida
$725K 21,040 +21,040 New
Charles Schwab
62
Charles Schwab
California
$693K 20,100 – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$618K 17,947 -6,185 -26%
CIC
64
Cornercap Investment Counsel
Georgia
$601K 17,445 -2,010 -10%
UBS Group
65
UBS Group
Switzerland
$574K 16,677 -5,207 -24%
AQR Capital Management
66
AQR Capital Management
Connecticut
$555K 16,122 +16,122 New
CC
67
Cannell & Co
New York
$551K 16,000 +16,000 New
NFA
68
Nationwide Fund Advisors
Ohio
$537K 15,598 -680 -4%
HA
69
Harbor Advisors
Florida
$517K 15,000 +15,000 New
ARTA
70
A.R.T. Advisors
New York
$516K 15,000 +15,000 New
AA
71
ALPS Advisors
Colorado
$514K 14,906 +14,906 New
CS
72
Credit Suisse
Switzerland
$495K 14,369 -6,025 -30%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$432K 12,528 +387 +3%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$427K 12,401 +1,001 +9%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$371K 10,775 +460 +4%
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3
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