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Houlihan Lokey
HLI

Overview Fund Activity

194 hedge funds and large institutions have $1.82B invested in Houlihan Lokey in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 44 reducing their positions, and 34 closing their positions.

Holders
194
Holders Change
+6
Holders Change %
+3.19%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
86
Reduced
44
Closed
34
Calls
$1M
Puts
$6.8M
Net Calls
-$5.8M
Net Calls Change
-$3.35M

Top Buyers

1
BlackRock
1
BlackRock
New York
$134M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M
3
GKIM
3
GW&K Investment Management
Massachusetts
$25.2M
4
RA
4
Royce & Associates
New York
$44.6M
5
TCM
5
TimesSquare Capital Management
New York
$41.2M

Top Sellers

1
OCU
1
ORIX Corporation USA
Texas
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$48.5M
3
ECM
3
Element Capital Management
New York
$4.87M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$6.85M
5
APG Asset Management
5
APG Asset Management
Netherlands
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
CSS
76
Cubist Systematic Strategies
Connecticut
$1.78M 39,552 -7,867 -17%
Millennium Management
77
Millennium Management
New York
$1.69M 37,495 -4,851 -11%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$1.62M 35,972 +6,083 +20%
BA
79
Boston Advisors
Massachusetts
$1.58M 35,055 +13,965 +66%
BIM
80
Bridges Investment Management
Nebraska
$1.5M 33,320 – –
GC
81
Globeflex Capital
California
$1.45M 32,052 – –
PPA
82
Parametric Portfolio Associates
Washington
$1.43M 31,722 +18,052 +132%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$1.39M 30,747 -1,064 -3%
Barclays
84
Barclays
United Kingdom
$1.33M 29,503 -11,593 -28%
Morgan Stanley
85
Morgan Stanley
New York
$1.29M 28,535 -78,518 -73%
AIG
86
American International Group
New York
$1.18M 26,045 +4,638 +22%
Invesco
87
Invesco
Georgia
$1.17M 25,866 -989 -4%
WC
88
Weil Company
California
$1.14M 25,364 +7,102 +39%
HA
89
Harbor Advisors
Florida
$1.13M 25,000 – –
OAM
90
Oppenheimer Asset Management
New York
$1.11M 24,639 +814 +3%
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$1.11M 24,538 +1,120 +5%
DCM
92
Dean Capital Management
Kansas
$1.11M 24,555 +24,555 New
BTS
93
BB&T Securities
Virginia
$1.06M 23,642 +1,103 +5%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03M 23,032 -21,625 -48%
SO
95
STRS Ohio
Ohio
$1.01M 22,300 +1,200 +6%
CIC
96
Cornercap Investment Counsel
Georgia
$958K 21,240 +185 +0.9%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$876K 19,418 +117 +0.6%
US Bancorp
98
US Bancorp
Minnesota
$871K 19,345 +2,423 +14%
Citigroup
99
Citigroup
New York
$862K 19,122 -628 -3%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$860K 19,073 +1,313 +7%
2 3
4
5 6