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Houlihan Lokey
HLI

Overview Fund Activity

153 hedge funds and large institutions have $1.21B invested in Houlihan Lokey in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
41
Increased
63
Reduced
38
Closed
14
Calls
$930K
Puts
–
Net Calls
+$930K
Net Calls Change
+$539K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$63.7M
2
LCM
2
Laurion Capital Management
New York
$24.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$117M
4
OCU
4
ORIX Corporation USA
Texas
$19.9M
5
BAMCO Inc
5
BAMCO Inc
New York
$16.5M

Top Sellers

1
RA
1
Royce & Associates
New York
$33.3M
2
Millennium Management
2
Millennium Management
New York
$7.91M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$4.19M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$2.72M 59,804 +36,315 +155%
SCA
52
Secor Capital Advisors
New York
$2.65M 58,363 +1,104 +2%
OAM
53
Oxford Asset Management
United Kingdom
$2.56M 55,935 -42,770 -43%
SIM
54
Spark Investment Management
New York
$2.47M 54,400 -20,100 -27%
DCM
55
Dupont Capital Management
Delaware
$2.32M 51,075 – –
GC
56
Globeflex Capital
California
$2.22M 48,786 -1,631 -3%
DCM
57
Dean Capital Management
Kansas
$2.21M 48,750 -51,655 -51%
BPM
58
Bowling Portfolio Management
Ohio
$2.14M 47,042 +10,643 +29%
AQR Capital Management
59
AQR Capital Management
Connecticut
$2.08M 45,714 -2,978 -6%
AAMU
60
AEGON Asset Management (UK)
United Kingdom
$2.07M 45,548 -4,262 -9%
Swiss National Bank
61
Swiss National Bank
Switzerland
$2.04M 44,936 +9,500 +27%
UBS AM
62
UBS AM
Illinois
$1.96M 43,224 +35,424 +454%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.92M 42,211 +1,989 +5%
ZIM
64
Zacks Investment Management
Illinois
$1.91M 42,121 +42,121 New
IA
65
IndexIQ Advisors
New York
$1.86M 40,907 +15,750 +63%
Citadel Advisors
66
Citadel Advisors
Florida
$1.81M 39,914 +39,914 New
CS
67
Credit Suisse
Switzerland
$1.71M 37,652 +12,840 +52%
Stifel Financial
68
Stifel Financial
Missouri
$1.69M 37,205 +1,291 +4%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$1.59M 34,900 +11,100 +47%
HIM
70
Hillsdale Investment Management
Ontario, Canada
$1.5M 32,900 – –
KA
71
Kaizen Advisory
Illinois
$1.33M 29,325 +29,325 New
SAM
72
Sawgrass Asset Management
Florida
$1.31M 28,730 +18,250 +174%
BIM
73
Bogle Investment Management
Massachusetts
$1.22M 26,824 +26,824 New
SRAM
74
Stone Ridge Asset Management
New York
$1.17M 25,645 +25,645 New
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$1.12M 24,733 -8,227 -25%
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