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Houlihan Lokey
HLI

Overview Fund Activity

153 hedge funds and large institutions have $1.21B invested in Houlihan Lokey in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
41
Increased
63
Reduced
38
Closed
14
Calls
$930K
Puts
–
Net Calls
+$930K
Net Calls Change
+$539K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$63.7M
2
LCM
2
Laurion Capital Management
New York
$24.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$117M
4
OCU
4
ORIX Corporation USA
Texas
$19.9M
5
BAMCO Inc
5
BAMCO Inc
New York
$16.5M

Top Sellers

1
RA
1
Royce & Associates
New York
$33.3M
2
Millennium Management
2
Millennium Management
New York
$7.91M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$4.19M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SBIA
76
Sheaff Brock Investment Advisors
Indiana
$1.09M 24,018 -931 -4%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$1.05M 23,058 -2,602 -10%
EF
78
Empowered Funds
Pennsylvania
$971K 21,365 +613 +3%
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$952K 20,956 +6,732 +47%
CIC
80
Cornercap Investment Counsel
Georgia
$948K 20,865 -710 -3%
SO
81
STRS Ohio
Ohio
$944K 20,800 -1,800 -8%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$927K 20,260 -9,525 -32%
CIP
83
Convergence Investment Partners
Florida
$917K 20,179 +14,554 +259%
HA
84
Harbor Advisors
Florida
$909K 20,000 +5,000 +33%
GCP
85
GSA Capital Partners
United Kingdom
$861K 18,943 +18,943 New
UBS Group
86
UBS Group
Switzerland
$848K 18,659 +1,710 +10%
AIG
87
American International Group
New York
$819K 18,037 +1,457 +9%
RJA
88
Raymond James & Associates
Florida
$710K 15,623 +15,623 New
Citigroup
89
Citigroup
New York
$629K 13,839 +2,354 +20%
EMG
90
Ellington Management Group
Connecticut
$600K 13,200 +13,200 New
AA
91
ALPS Advisors
Colorado
$579K 12,736 – –
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$562K 12,377 -205 -2%
DZ Bank
93
DZ Bank
Germany
$561K 12,366 +4,649 +60%
DTL
94
Dynamic Technology Lab
Singapore
$557K 12,264 +5,462 +80%
AW
95
Alpha Windward
Massachusetts
$542K 11,940 -1,140 -9%
MIM
96
MetLife Investment Management
New Jersey
$541K 11,916 +11,916 New
CL
97
CIM LLC
New York
$499K 10,980 +10,980 New
MAM
98
Meeder Asset Management
Ohio
$489K 10,757 +9,694 +912%
California Public Employees Retirement System
99
California Public Employees Retirement System
California
$464K 10,205 +1,100 +12%
FQ
100
First Quadrant
California
$429K 9,436 -2,681 -22%
2 3
4
5 6