HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

192 hedge funds and large institutions have $1.75B invested in Houlihan Lokey in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 21 closing their positions.

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
80
Reduced
50
Closed
21
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$23.2M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$87.1M
4
WHG
4
Westwood Holdings Group
Texas
$19.6M
5
BlackRock
5
BlackRock
New York
$115M

Top Sellers

1
OCU
1
ORIX Corporation USA
Texas
$4.35M
2
LCM
2
Laurion Capital Management
New York
$3.7M
3
Ameriprise
3
Ameriprise
Minnesota
$112M
4
SCA
4
Secor Capital Advisors
New York
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$9.19M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
76
Sawgrass Asset Management
Florida
$1.85M 36,070 +1,930 +6%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$1.83M 35,846 +241 +0.7%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$1.81M 35,100 -22,100 -39%
Two Sigma Investments
79
Two Sigma Investments
New York
$1.78M 34,678 +34,678 New
AAMU
80
AEGON Asset Management (UK)
United Kingdom
$1.72M 33,598 -8,143 -20%
3C
81
361 Capital
Colorado
$1.68M 32,756 +32,756 New
HIM
82
Hillsdale Investment Management
Ontario, Canada
$1.58M 30,900 -2,000 -6%
MAM
83
Martingale Asset Management
Massachusetts
$1.56M 30,405 -800 -3%
CI
84
Cigna Investments
Connecticut
$1.55M 30,194 +21,251 +238%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$1.45M 28,387 +3,406 +14%
RJA
86
Raymond James & Associates
Florida
$1.44M 28,070 +8,281 +42%
AQR Capital Management
87
AQR Capital Management
Connecticut
$1.39M 27,117 +124 +0.5%
SRAM
88
Stone Ridge Asset Management
New York
$1.36M 26,545 – –
BIM
89
Bogle Investment Management
Massachusetts
$1.32M 25,803 +10,800 +72%
HA
90
Harbor Advisors
Florida
$1.28M 25,000 – –
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$1.27M 24,733 – –
MS
92
Maven Securities
Jersey
$1.17M 22,763 +12,763 +128%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M 22,845 +2,363 +12%
APG Asset Management
94
APG Asset Management
Netherlands
$1.16M 26,500 +26,500 New
Marshall Wace
95
Marshall Wace
United Kingdom
$1.13M 22,089 +22,089 New
AL
96
AJO LP
Pennsylvania
$1.11M 21,639 +21,639 New
SBIA
97
Sheaff Brock Investment Advisors
Indiana
$1.11M 21,595 -268 -1%
SO
98
STRS Ohio
Ohio
$1.1M 21,500 +700 +3%
OAC
99
OMERS Administration Corp
Ontario, Canada
$1M 19,600 +19,600 New
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
$995K 19,441 -3,599 -16%
2 3
4
5 6