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Houlihan Lokey
HLI

Overview Fund Activity

89 hedge funds and large institutions have $391M invested in Houlihan Lokey in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
89
Holders Change
+12
Holders Change %
+15.58%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
39
Reduced
19
Closed
6
Calls
–
Puts
$311K
Net Calls
-$311K
Net Calls Change
-$219K

Top Buyers

1
RA
1
Royce & Associates
New York
$38.4M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.73M
4
BIT
4
BlackRock Institutional Trust
California
$7.93M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.71M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$27.1M
2
Millennium Management
2
Millennium Management
New York
$1.97M
3
TCGI
3
Three Corner Global Investors
New York
$0
4
Franklin Resources
4
Franklin Resources
California
$23.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FMT
76
First Mercantile Trust
Tennessee
$88K 2,840 +30 +1%
AIM
77
Acrospire Investment Management
Illinois
$62K 1,989 +1,989 New
BJ
78
BlackRock Japan
Japan
$56K 1,789 +1,789 New
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$23K 742 – –
Creative Planning
80
Creative Planning
Kansas
$22K 700 – –
EF
81
Empirical Finance
Pennsylvania
$16K 492 +492 New
Barclays
82
Barclays
United Kingdom
$13K 400 +159 +66%
Walleye Trading
83
Walleye Trading
New York
$12K 400 +400 New
GI
84
Gradient Investments
Minnesota
$9K 296 -13,207 -98%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$8.28K 266 -1,114 -81%
AG
86
Advisor Group
Arizona
$4K 128 +95 +288%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$4K 112 +112 New
DA
88
Denali Advisors
California
$2K 68 – –
Federated Hermes
89
Federated Hermes
Pennsylvania
$1K 2 – –
TCGI
90
Three Corner Global Investors
New York
– – -238,600 Closed
BCM
91
Basswood Capital Management
New York
– – -135,508 Closed
AC
92
Alpenglow Capital
California
– – -63,994 Closed
DC
93
Deere & Company
Illinois
– – -16,242 Closed
Fuller & Thaler Asset Management
94
Fuller & Thaler Asset Management
California
– – -1,100 Closed
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
– – -279 Closed
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