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Houlihan Lokey
HLI

Overview Fund Activity

126 hedge funds and large institutions have $894M invested in Houlihan Lokey in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
48
Reduced
38
Closed
16
Calls
$391K
Puts
–
Net Calls
+$391K
Net Calls Change
+$215K

Top Buyers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$32M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$80M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.51M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.9M
5
DIA
5
Dean Investment Associates
Ohio
$5.78M

Top Sellers

1
RA
1
Royce & Associates
New York
$35.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$670K
3
Deutsche Bank
3
Deutsche Bank
Germany
$918K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.25M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
51
AQR Capital Management
Connecticut
$1.91M 48,692 +19,851 +69%
Norges Bank
52
Norges Bank
Norway
$1.89M 48,395 – –
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.57M 40,222 +843 +2%
BPM
54
Bowling Portfolio Management
Ohio
$1.42M 36,399 +36,399 New
Stifel Financial
55
Stifel Financial
Missouri
$1.41M 35,914 -7,428 -17%
Swiss National Bank
56
Swiss National Bank
Switzerland
$1.39M 35,436 – –
Los Angeles Capital Management
57
Los Angeles Capital Management
California
$1.29M 32,960 +32,960 New
HIM
58
Hillsdale Investment Management
Ontario, Canada
$1.29M 32,900 +32,900 New
Russell Investments Group
59
Russell Investments Group
United Kingdom
$1.17M 29,785 -6,824 -19%
MC
60
Menta Capital
California
$1.01M 25,856 -73,801 -74%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$1M 25,660 +551 +2%
IA
62
IndexIQ Advisors
New York
$984K 25,157 +11,415 +83%
SBIA
63
Sheaff Brock Investment Advisors
Indiana
$976K 24,949 -877 -3%
CS
64
Credit Suisse
Switzerland
$971K 24,812 +12,050 +94%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$931K 23,800 – –
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$928K 23,613 +23,613 New
Deutsche Bank
67
Deutsche Bank
Germany
$918K 23,489 -93,026 -80%
NFA
68
Nationwide Fund Advisors
Ohio
$915K 23,390 +870 +4%
SO
69
STRS Ohio
Ohio
$884K 22,600 – –
CIC
70
Cornercap Investment Counsel
Georgia
$844K 21,575 +3,320 +18%
EF
71
Empowered Funds
Pennsylvania
$812K 20,752 +20,752 New
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$672K 17,184 +2,520 +17%
Two Sigma Investments
73
Two Sigma Investments
New York
$670K 17,134 -206,797 -92%
UBS Group
74
UBS Group
Switzerland
$664K 16,949 -330 -2%
AIG
75
American International Group
New York
$649K 16,580 +2,799 +20%
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