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Houlihan Lokey
HLI

Overview Fund Activity

168 hedge funds and large institutions have $1.76B invested in Houlihan Lokey in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
66
Reduced
52
Closed
23
Calls
$352K
Puts
$4M
Net Calls
-$3.65M
Net Calls Change
-$3.65M

Top Buyers

1
OCU
1
ORIX Corporation USA
Texas
$188M
2
TCM
2
TimesSquare Capital Management
New York
$18.2M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$102M
4
HA
4
H2O AM
United Kingdom
$12.4M
5
VBA
5
Van Berkom & Associates
Quebec, Canada
$12.1M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$40.1M
2
Ameriprise
2
Ameriprise
Minnesota
$93M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$16M
4
Citadel Advisors
4
Citadel Advisors
Florida
$249K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
51
Eaton Vance Management
Massachusetts
$4.04M 88,121 – –
UBS AM
52
UBS AM
Illinois
$3.42M 74,654 +7,456 +11%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$3.24M 70,702 +22,941 +48%
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.9M 63,336 +2,700 +4%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$2.72M 59,400 +900 +2%
TCIM
56
TIAA CREF Investment Management
New York
$2.64M 57,638 -26,106 -31%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$2.6M 56,608 +19,606 +53%
RJA
58
Raymond James & Associates
Florida
$2.54M 55,490 +34,526 +165%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.38M 51,823 -1,152 -2%
ERSOT
60
Employees Retirement System of Texas
Texas
$2.11M 46,000 – –
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$2.04M 44,476 +1,563 +4%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$1.97M 43,030 +7,768 +22%
Principal Financial Group
63
Principal Financial Group
Iowa
$1.89M 41,259 +270 +0.7%
BCMNY
64
Buckingham Capital Management (New York)
New York
$1.71M 37,253 -547 -1%
IP
65
Interval Partners
New York
$1.63M 35,606 +35,606 New
BIM
66
Bridges Investment Management
Nebraska
$1.53M 33,320 +6,120 +23%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$1.5M 32,800 – –
Deutsche Bank
68
Deutsche Bank
Germany
$1.47M 32,137 -33,086 -51%
GC
69
Globeflex Capital
California
$1.47M 32,073 -966 -3%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$1.43M 31,123 -1,891 -6%
BUB
71
BBVA USA Bancshares
Texas
$1.39M 30,363 +8,062 +36%
Squarepoint
72
Squarepoint
New York
$1.31M 28,463 +14,104 +98%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.26M 27,549 +27,549 New
Invesco
74
Invesco
Georgia
$1.25M 27,213 +8,778 +48%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$1.18M 25,731 +9,056 +54%
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