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Houlihan Lokey
HLI

Overview Fund Activity

188 hedge funds and large institutions have $1.88B invested in Houlihan Lokey in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 24 closing their positions.

Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
70
Reduced
46
Closed
24
Calls
–
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$1.2M

Top Buyers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$63.1M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$70.8M
3
ECM
3
Element Capital Management
New York
$21.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$66.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$18.2M

Top Sellers

1
OCU
1
ORIX Corporation USA
Texas
$150M
2
AI
2
Ariel Investments
Illinois
$48.5M
3
RA
3
Royce & Associates
New York
$26M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$10.6M
5
Ameriprise
5
Ameriprise
Minnesota
$83.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BUB
76
BBVA USA Bancshares
Texas
$1.67M 37,462 +7,099 +23%
BIM
77
Bridges Investment Management
Nebraska
$1.48M 33,320 – –
GC
78
Globeflex Capital
California
$1.43M 32,052 -21 -0.1%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$1.42M 31,811 +688 +2%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$1.33M 29,889 +4,158 +16%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.24M 27,775 +226 +0.8%
Man Group
82
Man Group
United Kingdom
$1.2M 26,944 +26,944 New
Invesco
83
Invesco
Georgia
$1.2M 26,855 -358 -1%
HA
84
Harbor Advisors
Florida
$1.11M 25,000 – –
OAM
85
Oppenheimer Asset Management
New York
$1.06M 23,825 +23,825 New
WI
86
WBI Investments
New Jersey
$1.05M 23,472 +23,472 New
Los Angeles Capital Management
87
Los Angeles Capital Management
California
$1.04M 23,418 – –
WG
88
Winton Group
United Kingdom
$1.01M 22,685 +5,162 +29%
BTS
89
BB&T Securities
Virginia
$1M 22,539 +700 +3%
Squarepoint
90
Squarepoint
New York
$983K 22,066 -6,397 -22%
AIG
91
American International Group
New York
$953K 21,407 -176 -0.8%
SO
92
STRS Ohio
Ohio
$939K 21,100 – –
BA
93
Boston Advisors
Massachusetts
$939K 21,090 +21,090 New
CIC
94
Cornercap Investment Counsel
Georgia
$938K 21,055 +21,055 New
SRAM
95
Stone Ridge Asset Management
New York
$894K 20,079 +500 +3%
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
$886K 19,900 +19,900 New
Citigroup
97
Citigroup
New York
$879K 19,750 -163 -0.8%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$859K 19,301 -232 -1%
FQ
99
First Quadrant
California
$828K 18,596 -7,058 -28%
WC
100
Weil Company
California
$813K 18,262 +2,600 +17%
2 3
4
5 6