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Houlihan Lokey
HLI

Overview Fund Activity

170 hedge funds and large institutions have $1.36B invested in Houlihan Lokey in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+17
Holders Change %
+11.11%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
62
Reduced
46
Closed
22
Calls
$486K
Puts
–
Net Calls
+$486K
Net Calls Change
-$444K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$57M
2
Ameriprise
Ameriprise
Minnesota
$103M
3
Millennium Management
Millennium Management
New York
$38.9M
4
BAMCO Inc
BAMCO Inc
New York
$45.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$132M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$0
2
BlackRock
BlackRock
New York
$83M
3
LCM
Laurion Capital Management
New York
$15.7M
4
RA
Royce & Associates
New York
$25.5M
5
Macquarie Group
Macquarie Group
Australia
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
51
Oxford Asset Management
United Kingdom
$2.71M +$213K +4,783 +9%
SCM
52
Segantii Capital Management
Hong Kong
$2.68M +$2.68M +60,000 New
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$2.55M -$4.18M -93,813 -62%
GCP
54
GSA Capital Partners
United Kingdom
$2.37M +$1.52M +34,121 +180%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$2.3M -$1.11M -24,964 -33%
ZIM
56
Zacks Investment Management
Illinois
$2.24M +$359K +8,059 +19%
SGAM
57
Smith Group Asset Management
Texas
$2.15M -$1.82M -40,700 -46%
UBS AM
58
UBS AM
Illinois
$2.08M +$151K +3,390 +8%
Swiss National Bank
59
Swiss National Bank
Switzerland
$2.05M +$49.1K +1,100 +2%
IA
60
IndexIQ Advisors
New York
$2.02M +$197K +4,425 +11%
GC
61
Globeflex Capital
California
$1.87M -$311K -6,976 -14%
AAMU
62
AEGON Asset Management (UK)
United Kingdom
$1.86M -$170K -3,807 -8%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.82M -$63.7K -1,429 -3%
CS
64
Credit Suisse
Switzerland
$1.75M +$74.4K +1,669 +4%
BPM
65
Bowling Portfolio Management
Ohio
$1.74M -$359K -8,053 -17%
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$1.59M +$653K +14,649 +70%
SIM
67
Spark Investment Management
New York
$1.59M -$838K -18,800 -35%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$1.59M +$30.9K +692 +2%
SAM
69
Sawgrass Asset Management
Florida
$1.52M +$241K +5,410 +19%
HIM
70
Hillsdale Investment Management
Ontario, Canada
$1.47M – – –
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$1.44M +$984K +22,050 +216%
MAM
72
Martingale Asset Management
Massachusetts
$1.39M +$1.09M +24,405 +359%
AQR Capital Management
73
AQR Capital Management
Connecticut
$1.2M -$835K -18,721 -41%
SRAM
74
Stone Ridge Asset Management
New York
$1.18M +$40.1K +900 +4%
EGM
75
Engineers Gate Manager
New York
$1.17M +$1.17M +26,209 New
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