Houlihan Lokey
104 hedge funds and large institutions have $750M invested in Houlihan Lokey in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 16 reducing their positions, and 5 closing their positions.
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
225% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 16
92% more capital invested
Capital invested by funds: $391M → $750M (+$359M)
17% more funds holding
Funds holding: 89 → 104 (+15)
5.1% more ownership
Funds ownership: 99.39% → 104.49% (+5.1%)
Top Buyers
| 1 |
BlackRock
New York
|
+$57.9M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$22.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.5M |
| 5 |
Neuberger Berman Group
New York
|
+$17.1M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Envestnet Asset Management
Chicago,
Illinois
| $4K | – | – | – |
|
|
DA
102
Denali Advisors
San Diego,
California
| $4K | +$1.91K | +60 | +88% |
|
|
MFW
103
Mosaic Family Wealth
St. Louis,
Missouri
| $3K | +$3.1K | +97 | New |
|
104
Federated Hermes
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
SCA
105
Secor Capital Advisors
New York
| – | -$1.02M | -32,798 | Closed |
|
|
DTL
106
Dynamic Technology Lab
Singapore
| – | -$408K | -13,091 | Closed |
|
|
TI
107
Trexquant Investment
Stamford,
Connecticut
| – | -$214K | -6,873 | Closed |
|
|
EF
108
Empirical Finance
Havertown,
Pennsylvania
| – | -$16K | -492 | Closed |
|
109
Walleye Trading
New York
| – | -$12K | -400 | Closed |
|
HLI Hedge Fund Activity: Q1 2017 in Review
104 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2017, worth a combined $750M — up 92% from $391M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HLI positions and 5 closed out — a net gain of 21 holders — while 52 added to existing stakes and 16 trimmed.
The largest buyer was BlackRock, adding an estimated $57.9M. The largest seller was Franklin Resources, cutting an estimated $8.36M.
- 104 institutional investors held Houlihan Lokey (HLI) as of Q1 2017, up from 89 in Q4 2016.
- Funds reported $750M of Houlihan Lokey stock for Q1 2017, up 92% quarter-over-quarter.
- 26 funds opened new Houlihan Lokey positions in Q1 2017 and 5 closed out, a net change of +21 holders.
- The largest Houlihan Lokey buyer in Q1 2017 was BlackRock, an estimated $57.9M added.
- The largest Houlihan Lokey seller in Q1 2017 was Franklin Resources, an estimated $8.36M sold.
Based on aggregated 13F filings for Q1 2017.