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Houlihan Lokey
HLI

Overview Fund Activity

170 hedge funds and large institutions have $1.36B invested in Houlihan Lokey in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+17
Holders Change %
+11.11%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
62
Reduced
46
Closed
22
Calls
$486K
Puts
–
Net Calls
+$486K
Net Calls Change
-$444K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$57M
2
Ameriprise
Ameriprise
Minnesota
$103M
3
Millennium Management
Millennium Management
New York
$38.9M
4
BAMCO Inc
BAMCO Inc
New York
$45.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$132M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$0
2
BlackRock
BlackRock
New York
$83M
3
LCM
Laurion Capital Management
New York
$15.7M
4
RA
Royce & Associates
New York
$25.5M
5
Macquarie Group
Macquarie Group
Australia
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
76
Winton Group
United Kingdom
$1.16M +$1.16M +25,991 New
EF
77
Empowered Funds
Pennsylvania
$1.14M +$211K +4,840 +23%
BCM
78
BlueCrest Capital Management
Jersey
$1.12M +$1.12M +25,032 New
HA
79
Harbor Advisors
Florida
$1.12M +$223K +5,000 +25%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$1.11M +$85.8K +1,923 +8%
Wellington Management Group
81
Wellington Management Group
Massachusetts
$1.11M +$1.11M +24,768 New
Los Angeles Capital Management
82
Los Angeles Capital Management
California
$1.1M – – –
Russell Investments Group
83
Russell Investments Group
United Kingdom
$1.06M +$152K +3,403 +17%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$1.03M +$755K +16,917 +276%
HI
85
HBK Investments
Texas
$995K +$995K +22,300 New
SBIA
86
Sheaff Brock Investment Advisors
Indiana
$975K -$96.1K -2,155 -9%
SO
87
STRS Ohio
Ohio
$927K – – –
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$913K -$4.96M -111,193 -84%
RJA
89
Raymond James & Associates
Florida
$883K +$186K +4,166 +27%
Balyasny Asset Management
90
Balyasny Asset Management
Illinois
$845K +$845K +18,943 New
Citigroup
91
Citigroup
New York
$809K +$192K +4,305 +31%
AIG
92
American International Group
New York
$763K -$41K -920 -5%
CIC
93
Cornercap Investment Counsel
Georgia
$736K -$194K -4,360 -21%
Invesco
94
Invesco
Georgia
$714K +$366K +8,206 +105%
BIM
95
Bogle Investment Management
Massachusetts
$669K -$527K -11,821 -44%
UBS Group
96
UBS Group
Switzerland
$660K -$172K -3,860 -21%
Grantham, Mayo, Van Otterloo & Co (GMO)
97
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$624K +$624K +14,000 New
KI
98
Koch Industries
Kansas
$623K +$322K +7,231 +107%
CL
99
CIM LLC
New York
$609K +$119K +2,680 +24%
DCM
100
Dupont Capital Management
Delaware
$602K -$1.68M -37,576 -74%
2 3
4
5 6