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Houlihan Lokey
HLI

Overview Fund Activity

168 hedge funds and large institutions have $1.76B invested in Houlihan Lokey in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
66
Reduced
52
Closed
23
Calls
$352K
Puts
$4M
Net Calls
-$3.65M
Net Calls Change
-$3.65M

Top Buyers

1
OCU
ORIX Corporation USA
Texas
$188M
2
TCM
TimesSquare Capital Management
New York
$18.2M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$102M
4
HA
H2O AM
United Kingdom
$12.4M
5
VBA
Van Berkom & Associates
Quebec, Canada
$12.1M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$40.1M
2
Ameriprise
Ameriprise
Minnesota
$93M
3
Renaissance Technologies
Renaissance Technologies
New York
$16M
4
Citadel Advisors
Citadel Advisors
Florida
$249K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FQ
76
First Quadrant
California
$1.18M -$857K -18,685 -42%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$1.15M +$312K +6,805 +37%
HA
78
Harbor Advisors
Florida
$1.15M – – –
OAM
79
Oxford Asset Management
United Kingdom
$1.1M +$1.1M +24,069 New
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$1.07M – – –
CS
81
Credit Suisse
Switzerland
$1.06M -$52.2K -1,138 -5%
EGM
82
Engineers Gate Manager
New York
$1.03M -$781K -17,030 -43%
BTS
83
BB&T Securities
Virginia
$1M +$415K +9,048 +71%
AIG
84
American International Group
New York
$990K -$32.1K -700 -3%
SO
85
STRS Ohio
Ohio
$967K -$59.6K -1,300 -6%
Citigroup
86
Citigroup
New York
$913K +$20.1K +438 +2%
SRAM
87
Stone Ridge Asset Management
New York
$898K -$432K -9,422 -32%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$896K +$11.7K +254 +1%
BF
89
BOK Financial
Oklahoma
$886K +$31K +676 +4%
PMAM
90
Picton Mahoney Asset Management
Ontario, Canada
$834K +$834K +18,200 New
AWM
91
Avior Wealth Management
Nebraska
$825K +$398K +8,685 +93%
WG
92
Winton Group
United Kingdom
$803K +$409K +8,930 +104%
RFC
93
Regions Financial Corp
Alabama
$780K +$15.9K +348 +2%
US Bancorp
94
US Bancorp
Minnesota
$736K +$46.9K +1,024 +7%
WC
95
Weil Company
California
$718K -$77.9K -1,700 -10%
Morgan Stanley
96
Morgan Stanley
New York
$703K -$2.73M -59,539 -80%
MIM
97
MetLife Investment Management
New Jersey
$690K – – –
FA
98
FDx Advisors
Illinois
$614K +$614K +13,383 New
UBS Group
99
UBS Group
Switzerland
$581K -$465K -10,147 -44%
VFA
100
Voya Financial Advisors
Connecticut
$569K +$135K +2,964 +31%
2 3
4
5 6