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Houlihan Lokey
HLI

Overview Fund Activity

126 hedge funds and large institutions have $894M invested in Houlihan Lokey in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
48
Reduced
38
Closed
16
Calls
$391K
Puts
–
Net Calls
+$391K
Net Calls Change
+$215K

Top Buyers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$32M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$80M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.51M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.9M
5
DIA
5
Dean Investment Associates
Ohio
$5.78M

Top Sellers

1
RA
1
Royce & Associates
New York
$35.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$670K
3
Deutsche Bank
3
Deutsche Bank
Germany
$918K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.25M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
$219K 5,600 +5,600 New
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$218K 5,567 -66,128 -92%
AP
103
AHL Partners
United Kingdom
$217K 5,534 +5,534 New
HSBC Holdings
104
HSBC Holdings
United Kingdom
$206K 5,266 +5,266 New
Canada Life
105
Canada Life
Manitoba, Canada
$148K 3,764 – –
SG Americas Securities
106
SG Americas Securities
New York
$115K 2,943 -61 -2%
AG
107
Advisor Group
Arizona
$112K 2,848 +2,720 +2,125%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$110K 2,819 +418 +17%
QT
109
Quantbot Technologies
New York
$82K 2,100 +2,100 New
FMT
110
First Mercantile Trust
Tennessee
$78K 1,990 -120 -6%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$74K 1,900 – –
AIP
112
Ameritas Investment Partners
Nebraska
$62K 1,740 – –
TRCT
113
Tower Research Capital (TRC)
New York
$55K 1,404 -2,896 -67%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$51K 1,300 +1,300 New
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$44K 1,120 +69 +7%
MAM
116
Meeder Asset Management
Ohio
$42K 1,063 +349 +49%
Barclays
117
Barclays
United Kingdom
$30K 753 -2,822 -79%
WEC
118
Winslow Evans & Crocker
Massachusetts
$13.7K 350 +350 New
NIT
119
NumerixS Investment Technologies
British Columbia, Canada
$8K 200 -1,600 -89%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$7K 178 -142 -44%
Acadian Asset Management
121
Acadian Asset Management
Massachusetts
$7K 186 – –
PFBT
122
Parkside Financial Bank & Trust
Missouri
$4K 109 – –
DA
123
Denali Advisors
California
$3K 84 -44 -34%
Simplex Trading
124
Simplex Trading
Illinois
$3K 100 +100 New
SEI Investments
125
SEI Investments
Pennsylvania
$2K 58 -7,492 -99%
2 3 4
5
6