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Houlihan Lokey
HLI

Overview Fund Activity

192 hedge funds and large institutions have $1.75B invested in Houlihan Lokey in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 21 closing their positions.

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
80
Reduced
50
Closed
21
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$23.2M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$87.1M
4
WHG
4
Westwood Holdings Group
Texas
$19.6M
5
BlackRock
5
BlackRock
New York
$115M

Top Sellers

1
OCU
1
ORIX Corporation USA
Texas
$4.35M
2
LCM
2
Laurion Capital Management
New York
$3.7M
3
Ameriprise
3
Ameriprise
Minnesota
$112M
4
SCA
4
Secor Capital Advisors
New York
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$9.19M
Name Market Value Shares Shares
Change 		Shares
Change %
MWNA
51
Marshall Wace North America
New York
$4.94M 96,371 +96,371 New
ERSOT
52
Employees Retirement System of Texas
Texas
$4.71M 92,000 – –
OCU
53
ORIX Corporation USA
Texas
$4.35M 85,000 -353,240 -81%
HCM
54
Highbridge Capital Management
New York
$3.99M 77,884 +77,884 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$3.87M 75,565 +75,565 New
LCM
56
Laurion Capital Management
New York
$3.7M 72,288 -279,398 -79%
Nordea Investment Management
57
Nordea Investment Management
Sweden
$3.36M 65,619 +65,619 New
PPA
58
Parametric Portfolio Associates
Washington
$3.16M 61,721 -5,649 -8%
OAM
59
Oxford Asset Management
United Kingdom
$3.16M 61,379 +661 +1%
Swiss National Bank
60
Swiss National Bank
Switzerland
$3.08M 60,136 +14,100 +31%
CWM
61
Cornerstone Wealth Management
Missouri
$3.05M 156,717 +156,717 New
UBS AM
62
UBS AM
Illinois
$2.85M 55,731 +9,117 +20%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$2.83M 55,163 +36,220 +191%
FQ
64
First Quadrant
California
$2.58M 50,394 +40,958 +434%
ZIM
65
Zacks Investment Management
Illinois
$2.56M 49,879 -301 -0.6%
IA
66
IndexIQ Advisors
New York
$2.51M 49,044 +3,712 +8%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$2.34M 45,655 +4,873 +12%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$2.17M 42,402 +10,147 +31%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$2.17M 42,392 +6,800 +19%
GC
70
Globeflex Capital
California
$2.03M 39,638 -2,172 -5%
SGAM
71
Smith Group Asset Management
Texas
$2.02M 39,370 -8,750 -18%
BPM
72
Bowling Portfolio Management
Ohio
$1.98M 38,705 -284 -0.7%
Mackenzie Financial
73
Mackenzie Financial
Ontario, Canada
$1.93M 37,757 +37,757 New
CS
74
Credit Suisse
Switzerland
$1.93M 37,629 -1,692 -4%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$1.86M 36,265 +29,682 +451%
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