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Houlihan Lokey
HLI

Overview Fund Activity

115 hedge funds and large institutions have $753M invested in Houlihan Lokey in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
44
Reduced
36
Closed
10
Calls
$211K
Puts
$35K
Net Calls
+$176K
Net Calls Change
-$312K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$41.6M
2
TA
2
Teachers Advisors
New York
$10.4M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$29.4M
4
Northern Trust
4
Northern Trust
Illinois
$10.4M
5
Ameriprise
5
Ameriprise
Minnesota
$26.3M

Top Sellers

1
RA
1
Royce & Associates
New York
$43.2M
2
Millennium Management
2
Millennium Management
New York
$11.1M
3
HCM
3
Hodges Capital Management
Texas
$435K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.59M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$61K 1,740 – –
AIM
102
Acrospire Investment Management
Illinois
$55K 1,579 -1,300 -45%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$37K 1,051 +72 +7%
MAM
104
Meeder Asset Management
Ohio
$25K 714 +714 New
Creative Planning
105
Creative Planning
Kansas
$24K 700 – –
Citigroup
106
Citigroup
New York
$12K 336 -9,221 -96%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$11K 320 +208 +186%
GI
108
Gradient Investments
Minnesota
$10K 296 – –
Acadian Asset Management
109
Acadian Asset Management
Massachusetts
$6K 186 -126,419 -100%
DA
110
Denali Advisors
California
$4K 128 – –
AG
111
Advisor Group
Arizona
$4K 128 – –
PFBT
112
Parkside Financial Bank & Trust
Missouri
$4K 109 +109 New
MFW
113
Mosaic Family Wealth
Missouri
$3K 97 – –
Federated Hermes
114
Federated Hermes
Pennsylvania
$1K 2 – –
Alyeska Investment Group
115
Alyeska Investment Group
Illinois
– – -204,959 Closed
MCA
116
Mendon Capital Advisors
Florida
– – -154,982 Closed
Fidelity Investments
117
Fidelity Investments
Massachusetts
– – -36,700 Closed
ECA
118
Endeavour Capital Advisors
Connecticut
– – -33,310 Closed
CC
119
Cannell & Co
New York
– – -16,000 Closed
Mackenzie Financial
120
Mackenzie Financial
Ontario, Canada
– – -10,400 Closed
MWNA
121
Marshall Wace North America
New York
– – -8,347 Closed
Squarepoint
122
Squarepoint
New York
– – -7,000 Closed
Jane Street
123
Jane Street
New York
– – -5,963 Closed
ASN
124
Advisory Services Network
Georgia
– – -250 Closed
Group One Trading
125
Group One Trading
Illinois
– – – –
2 3 4
5
6