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Houlihan Lokey
HLI

Overview Fund Activity

159 hedge funds and large institutions have $1.26B invested in Houlihan Lokey in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 31 closing their positions.

Holders
159
Holders Change
-7
Holders Change %
-4.22%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
59
Reduced
59
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$30.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$58.8M
3
RA
3
Royce & Associates
New York
$35.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$21.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$14.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$8.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.49M
3
JIR
3
James Investment Research
Ohio
$236K
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$41.9M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
CI
76
Cigna Investments
Connecticut
$929K 25,247 -4,909 -16%
HA
77
Harbor Advisors
Florida
$920K 25,000 – –
CS
78
Credit Suisse
Switzerland
$893K 24,265 -12,118 -33%
Los Angeles Capital Management
79
Los Angeles Capital Management
California
$862K 23,418 -125 -0.5%
UBS Group
80
UBS Group
Switzerland
$840K 22,830 +3,388 +17%
Holocene Advisors
81
Holocene Advisors
New York
$831K 22,574 +16,887 +297%
SO
82
STRS Ohio
Ohio
$824K 22,400 – –
BUB
83
BBVA USA Bancshares
Texas
$820K 22,301 -2,077 -9%
AIG
84
American International Group
New York
$820K 22,283 +124 +0.6%
RJA
85
Raymond James & Associates
Florida
$771K 20,964 -8,424 -29%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$746K 20,272 -1,467 -7%
Citigroup
87
Citigroup
New York
$717K 19,475 +974 +5%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$709K 19,279 -860 -4%
BF
89
BOK Financial
Oklahoma
$686K 18,646 +6,770 +57%
Invesco
90
Invesco
Georgia
$678K 18,435 +2,217 +14%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$674K 18,306 -838 -4%
Capital Fund Management (CFM)
92
Capital Fund Management (CFM)
France
$651K 17,700 +9,300 +111%
WC
93
Weil Company
California
$639K 17,362 +17,362 New
HI
94
HBK Investments
Texas
$626K 17,000 +10,500 +162%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$614K 16,675 -1,669 -9%
RFC
96
Regions Financial Corp
Alabama
$614K 16,678 +766 +5%
MWNA
97
Marshall Wace North America
New York
$562K 15,287 +8,717 +133%
US Bancorp
98
US Bancorp
Minnesota
$555K 15,048 +1,501 +11%
MIM
99
MetLife Investment Management
New Jersey
$554K 15,059 +1,235 +9%
Squarepoint
100
Squarepoint
New York
$528K 14,359 -17,619 -55%
2 3
4
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