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Houlihan Lokey
HLI

Overview Fund Activity

115 hedge funds and large institutions have $753M invested in Houlihan Lokey in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
44
Reduced
36
Closed
10
Calls
$211K
Puts
$35K
Net Calls
+$176K
Net Calls Change
-$312K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$41.6M
2
TA
2
Teachers Advisors
New York
$10.4M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$29.4M
4
Northern Trust
4
Northern Trust
Illinois
$10.4M
5
Ameriprise
5
Ameriprise
Minnesota
$26.3M

Top Sellers

1
RA
1
Royce & Associates
New York
$43.2M
2
Millennium Management
2
Millennium Management
New York
$11.1M
3
HCM
3
Hodges Capital Management
Texas
$435K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.59M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.51M 43,342 -2,003 -4%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$1.37M 39,379 -2,100 -5%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$1.28M 36,609 -97,904 -73%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.24M 35,436 – –
EMG
55
Ellington Management Group
Connecticut
$1.09M 31,100 +6,700 +27%
AQR Capital Management
56
AQR Capital Management
Connecticut
$1.01M 28,841 +12,719 +79%
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$901K 25,826 +25,826 New
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$876K 25,109 +12,581 +100%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$831K 23,800 +11,399 +92%
IR
60
Invictus RG
Bermuda
$795K 22,776 +22,776 New
SO
61
STRS Ohio
Ohio
$788K 22,600 – –
NFA
62
Nationwide Fund Advisors
Ohio
$786K 22,520 +6,922 +44%
CIP
63
Convergence Investment Partners
Florida
$678K 19,425 -1,615 -8%
CIC
64
Cornercap Investment Counsel
Georgia
$637K 18,255 +810 +5%
UBS Group
65
UBS Group
Switzerland
$603K 17,279 +602 +4%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$576K 16,499 +6,883 +72%
AL
67
Airain Ltd
Guernsey
$559K 16,014 +16,014 New
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$552K 15,830 +10,559 +200%
HA
69
Harbor Advisors
Florida
$524K 15,000 – –
AA
70
ALPS Advisors
Colorado
$522K 14,945 +39 +0.3%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$512K 14,664 +6,217 +74%
AIG
72
American International Group
New York
$481K 13,781 +6,269 +83%
IA
73
IndexIQ Advisors
New York
$480K 13,742 +13,742 New
DTL
74
Dynamic Technology Lab
Singapore
$454K 13,013 +13,013 New
CS
75
Credit Suisse
Switzerland
$446K 12,762 -1,607 -11%
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