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Houlihan Lokey
HLI

Overview Fund Activity

159 hedge funds and large institutions have $1.26B invested in Houlihan Lokey in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-7
Holders Change %
-4.22%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
59
Reduced
59
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WHG
Westwood Holdings Group
Texas
$30.6M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$58.8M
3
RA
Royce & Associates
New York
$35.1M
4
Renaissance Technologies
Renaissance Technologies
New York
$21.9M
5
Stifel Financial
Stifel Financial
Missouri
$14.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$8.77M
2
Citadel Advisors
Citadel Advisors
Florida
$7.49M
3
JIR
James Investment Research
Ohio
$236K
4
VOYA Investment Management
VOYA Investment Management
Georgia
$41.9M
5
Principal Financial Group
Principal Financial Group
Iowa
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.23M +$18.4K +500 +0.8%
Two Sigma Advisers
52
Two Sigma Advisers
New York
$2.15M -$403K -10,963 -16%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.95M +$68.9K +1,874 +4%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$1.76M +$1.76M +47,761 New
IA
55
IndexIQ Advisors
New York
$1.73M -$142K -3,851 -8%
ERSOT
56
Employees Retirement System of Texas
Texas
$1.69M – – –
FQ
57
First Quadrant
California
$1.63M -$142K -3,846 -8%
Marshall Wace
58
Marshall Wace
United Kingdom
$1.58M +$121K +3,300 +8%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$1.58M +$533K +14,493 +51%
Principal Financial Group
60
Principal Financial Group
Iowa
$1.51M -$7.94M -215,766 -84%
EGM
61
Engineers Gate Manager
New York
$1.45M +$1.45M +39,450 New
AI
62
Atom Investors
Texas
$1.44M +$1.44M +39,152 New
BCMNY
63
Buckingham Capital Management (New York)
New York
$1.39M +$1.39M +37,800 New
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$1.39M -$4.2M -114,052 -75%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$1.36M -$466K -12,667 -26%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$1.3M +$596K +16,182 +85%
Man Group
67
Man Group
United Kingdom
$1.24M +$1.24M +33,700 New
GC
68
Globeflex Capital
California
$1.22M -$3.39K -92 -0.3%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1.22M +$9.9K +269 +0.8%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$1.21M -$353K -9,592 -23%
PPA
71
Parametric Portfolio Associates
Washington
$1.19M -$355K -9,645 -23%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$1.12M -$198K -5,386 -15%
SRAM
73
Stone Ridge Asset Management
New York
$1.07M +$48.5K +1,318 +5%
WCM
74
Weld Capital Management
New York
$1.06M +$1.06M +28,758 New
BIM
75
Bridges Investment Management
Nebraska
$1M +$1M +27,200 New
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