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Houlihan Lokey
HLI

Overview Fund Activity

188 hedge funds and large institutions have $1.88B invested in Houlihan Lokey in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 24 closing their positions.

Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
70
Reduced
46
Closed
24
Calls
–
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$1.2M

Top Buyers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$63.1M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$70.8M
3
ECM
3
Element Capital Management
New York
$21.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$66.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$18.2M

Top Sellers

1
OCU
1
ORIX Corporation USA
Texas
$150M
2
AI
2
Ariel Investments
Illinois
$48.5M
3
RA
3
Royce & Associates
New York
$26M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$10.6M
5
Ameriprise
5
Ameriprise
Minnesota
$83.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$5M 112,349 +80,212 +250%
Morgan Stanley
52
Morgan Stanley
New York
$4.77M 107,053 +91,716 +598%
GKIM
53
GW&K Investment Management
Massachusetts
$4.01M 89,986 -1,048 -1%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$3.95M 88,675 +17,973 +25%
EVM
55
Eaton Vance Management
Massachusetts
$3.92M 88,121 – –
RJA
56
Raymond James & Associates
Florida
$3.66M 82,158 +26,668 +48%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$3.47M 77,900 +18,500 +31%
Citadel Advisors
58
Citadel Advisors
Florida
$3M 67,293 +61,867 +1,140%
Wellington Management Group
59
Wellington Management Group
Massachusetts
$2.89M 64,903 +64,903 New
Swiss National Bank
60
Swiss National Bank
Switzerland
$2.87M 64,336 +1,000 +2%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$2.84M 63,702 +7,094 +13%
OAC
62
OMERS Administration Corp
Ontario, Canada
$2.39M 53,000 +53,000 New
OAM
63
Oxford Asset Management
United Kingdom
$2.34M 52,556 +28,487 +118%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$2.31M 51,834 +11 +0%
ZIM
65
Zacks Investment Management
Illinois
$2.2M 49,451 +49,451 New
UBS AM
66
UBS AM
Illinois
$2.17M 48,841 -25,813 -35%
CSS
67
Cubist Systematic Strategies
Connecticut
$2.11M 47,419 +47,419 New
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$2.09M 46,829 +2,353 +5%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.99M 44,657 -72,048 -62%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$1.92M 43,030 – –
Millennium Management
71
Millennium Management
New York
$1.89M 42,346 -112,598 -73%
Barclays
72
Barclays
United Kingdom
$1.83M 41,096 +29,116 +243%
Two Sigma Investments
73
Two Sigma Investments
New York
$1.8M 40,402 +40,402 New
CS
74
Credit Suisse
Switzerland
$1.71M 38,373 +15,246 +66%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$1.68M 37,778 +30,631 +429%
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