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Houlihan Lokey
HLI

Overview Fund Activity

166 hedge funds and large institutions have $1.54B invested in Houlihan Lokey in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 43 closing their positions.

Holders
166
Holders Change
-26
Holders Change %
-13.54%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
72
Reduced
49
Closed
43
Calls
$597K
Puts
$6.2M
Net Calls
-$5.61M
Net Calls Change
-$7.42M

Top Buyers

1
OCU
1
ORIX Corporation USA
Texas
$27.4M
2
Bank of America
2
Bank of America
North Carolina
$36.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$39.4M
5
Millennium Management
5
Millennium Management
New York
$47.1M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
Macquarie Group
2
Macquarie Group
Australia
$2.47M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.64M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BF
101
BOK Financial
Oklahoma
$534K 11,876 +861 +8%
FA
102
FDx Advisors
Illinois
$519K 11,552 +3,457 +43%
AW
103
Alpha Windward
Massachusetts
$501K 11,160 +720 +7%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$486K 10,822 +1,060 +11%
OAM
105
Origin Asset Management
United Kingdom
$420K 9,342 – –
AWM
106
Avior Wealth Management
Nebraska
$419K 9,325 – –
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$410K 9,128 -2,097 -19%
VFA
108
Voya Financial Advisors
Connecticut
$391K 8,643 +1,715 +25%
Capital Fund Management (CFM)
109
Capital Fund Management (CFM)
France
$377K 8,400 +3,600 +75%
AIM
110
Assured Investment Management
New York
$375K 8,340 -2,455 -23%
NA
111
Navellier & Associates
Nevada
$355K 7,903 +35 +0.4%
ECM
112
ETrade Capital Management
Virginia
$353K 7,854 +487 +7%
OC
113
Oppenheimer & Co
New York
$351K 7,801 +2,828 +57%
William Blair & Company
114
William Blair & Company
Illinois
$346K 7,697 +233 +3%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$319K 7,094 +7,094 New
TI
116
Trexquant Investment
Connecticut
$304K 6,771 +6,771 New
BRWA
117
B. Riley Wealth Advisors
Florida
$297K 6,601 +1,177 +22%
MWNA
118
Marshall Wace North America
New York
$295K 6,570 -89,801 -93%
HI
119
HBK Investments
Texas
$292K 6,500 +226 +4%
CWM
120
Cornerstone Wealth Management
Missouri
$276K 10,845 -145,872 -93%
CIM
121
CIM Investment Management
Pennsylvania
$271K 6,037 – –
SAM
122
Sawgrass Asset Management
Florida
$268K 5,970 -30,100 -83%
CA
123
Calton & Associates
Florida
$262K 5,820 +731 +14%
HP
124
Hikari Power
Japan
$258K 5,740 – –
BCM
125
Brookstone Capital Management
Illinois
$257K 5,712 +5,712 New
3 4
5
6 7