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Houlihan Lokey
HLI

Overview Fund Activity

194 hedge funds and large institutions have $1.82B invested in Houlihan Lokey in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+6
Holders Change %
+3.19%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
86
Reduced
44
Closed
34
Calls
$1M
Puts
$6.8M
Net Calls
-$5.8M
Net Calls Change
-$3.35M

Top Buyers

1
BlackRock
BlackRock
New York
$134M
2
Vanguard Group
Vanguard Group
Pennsylvania
$168M
3
GKIM
GW&K Investment Management
Massachusetts
$25.2M
4
RA
Royce & Associates
New York
$44.6M
5
TCM
TimesSquare Capital Management
New York
$41.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$48.5M
2
ECM
Element Capital Management
New York
$4.87M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.85M
4
APG Asset Management
APG Asset Management
Netherlands
$283K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
51
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.42M +$4.42M +98,000 New
EVM
52
Eaton Vance Management
Massachusetts
$3.97M – – –
RJA
53
Raymond James & Associates
Florida
$3.65M -$57K -1,263 -2%
Citadel Advisors
54
Citadel Advisors
Florida
$3.42M +$382K +8,458 +13%
Two Sigma Investments
55
Two Sigma Investments
New York
$3.32M +$1.5M +33,308 +82%
Swiss National Bank
56
Swiss National Bank
Switzerland
$3.26M +$356K +7,900 +12%
MWNA
57
Marshall Wace North America
New York
$3.25M +$3.25M +72,117 New
Wellington Management Group
58
Wellington Management Group
Massachusetts
$2.97M +$38K +843 +1%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.9M +$561K +12,438 +24%
Man Group
60
Man Group
United Kingdom
$2.65M +$1.43M +31,690 +118%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.59M +$1.34M +29,639 +107%
WG
62
Winton Group
United Kingdom
$2.4M +$1.38M +30,609 +135%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$2.33M -$1.18M -26,200 -34%
CS
64
Credit Suisse
Switzerland
$2.31M +$579K +12,828 +33%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$2.3M +$184K +4,080 +9%
Holocene Advisors
66
Holocene Advisors
New York
$2.3M +$1.96M +43,511 +588%
OAM
67
Oxford Asset Management
United Kingdom
$2.29M -$80.7K -1,789 -3%
UBS AM
68
UBS AM
Illinois
$2.23M +$29.4K +652 +1%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$2.16M +$460K +10,198 +27%
AIC
70
Aurora Investment Counsel
Georgia
$2.09M +$2.09M +46,289 New
BCMNY
71
Buckingham Capital Management (New York)
New York
$2.07M +$2.07M +45,800 New
ECA
72
Endeavour Capital Advisors
Connecticut
$2.03M +$2.03M +45,024 New
BAMF
73
BI Asset Management Fondsmaeglerselskab
Denmark
$1.97M +$1.97M +43,665 New
BUB
74
BBVA USA Bancshares
Texas
$1.94M +$247K +5,484 +15%
ZIM
75
Zacks Investment Management
Illinois
$1.93M -$300K -6,649 -13%
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