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Houlihan Lokey
HLI

Overview Fund Activity

166 hedge funds and large institutions have $1.54B invested in Houlihan Lokey in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 43 closing their positions.

Holders
166
Holders Change
-26
Holders Change %
-13.54%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
72
Reduced
49
Closed
43
Calls
$597K
Puts
$6.2M
Net Calls
-$5.61M
Net Calls Change
-$7.42M

Top Buyers

1
OCU
1
ORIX Corporation USA
Texas
$27.4M
2
Bank of America
2
Bank of America
North Carolina
$36.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$39.4M
5
Millennium Management
5
Millennium Management
New York
$47.1M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
Macquarie Group
2
Macquarie Group
Australia
$2.47M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.64M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HA
76
Harbor Advisors
Florida
$1.12M 25,000 – –
BUB
77
BBVA USA Bancshares
Texas
$1.1M 24,378 +12,311 +102%
QSS
78
Quantitative Systematic Strategies
Florida
$1.06M 23,616 +23,616 New
Los Angeles Capital Management
79
Los Angeles Capital Management
California
$1.06M 23,543 -1,190 -5%
SO
80
STRS Ohio
Ohio
$1.01M 22,400 +900 +4%
AIG
81
American International Group
New York
$996K 22,159 +2,724 +14%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$977K 21,739 -1,106 -5%
SBIA
83
Sheaff Brock Investment Advisors
Indiana
$909K 20,224 -1,371 -6%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$905K 20,139 +20,076 +31,867%
UBS Group
85
UBS Group
Switzerland
$873K 19,442 -83,438 -81%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$861K 19,144 -297 -2%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$857K 19,080 – –
Barclays
88
Barclays
United Kingdom
$837K 18,620 +13,592 +270%
Citigroup
89
Citigroup
New York
$831K 18,501 +3,061 +20%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$825K 18,344 +3,857 +27%
WG
91
Winton Group
United Kingdom
$734K 16,342 +3,602 +28%
Invesco
92
Invesco
Georgia
$729K 16,218 +104 +0.6%
RFC
93
Regions Financial Corp
Alabama
$715K 15,912 +6,131 +63%
BCM
94
Bridgeway Capital Management
Texas
$714K 15,900 – –
BTS
95
BB&T Securities
Virginia
$681K 15,178 +541 +4%
AFNAS
96
American Financial Network Advisory Services
California
$671K 14,926 +14,713 +6,908%
ADEF
97
Adams Diversified Equity Fund
Maryland
$660K 14,700 +200 +1%
GCP
98
GSA Capital Partners
United Kingdom
$629K 14,009 +677 +5%
MIM
99
MetLife Investment Management
New Jersey
$621K 13,824 – –
US Bancorp
100
US Bancorp
Minnesota
$609K 13,547 +12,712 +1,522%
2 3
4
5 6