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Houlihan Lokey
HLI

Overview Fund Activity

159 hedge funds and large institutions have $1.26B invested in Houlihan Lokey in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 31 closing their positions.

Holders
159
Holders Change
-7
Holders Change %
-4.22%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
59
Reduced
59
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$30.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$58.8M
3
RA
3
Royce & Associates
New York
$35.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$21.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$14.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$8.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.49M
3
JIR
3
James Investment Research
Ohio
$236K
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$41.9M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
ADEF
101
Adams Diversified Equity Fund
Maryland
$519K 14,100 -600 -4%
AFNAS
102
American Financial Network Advisory Services
California
$511K 13,874 -1,052 -7%
First Trust Advisors
103
First Trust Advisors
Illinois
$472K 12,837 -73,890 -85%
BTS
104
BB&T Securities
Virginia
$470K 12,791 -2,387 -16%
QSS
105
Quantitative Systematic Strategies
Florida
$466K 12,665 -10,951 -46%
DTL
106
Dynamic Technology Lab
Singapore
$443K 12,037 +12,037 New
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$398K 10,822 – –
QCM
108
Quantinno Capital Management
New York
$356K 9,686 +9,686 New
VFA
109
Voya Financial Advisors
Connecticut
$352K 9,520 +877 +10%
AQR Capital Management
110
AQR Capital Management
Connecticut
$345K 9,383 -17,600 -65%
AWM
111
Avior Wealth Management
Nebraska
$343K 9,325 – –
WG
112
Winton Group
United Kingdom
$316K 8,593 -7,749 -47%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$304K 8,271 +8,271 New
OAM
114
Origin Asset Management
United Kingdom
$303K 8,242 -1,100 -12%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$293K 7,965 +7,965 New
ECM
116
ETrade Capital Management
Virginia
$288K 7,816 -38 -0.5%
HighTower Advisors
117
HighTower Advisors
Illinois
$287K 7,761 +2,409 +45%
William Blair & Company
118
William Blair & Company
Illinois
$276K 7,509 -188 -2%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$271K 7,364 +270 +4%
XK
120
Xact Kapitalforvaltning
Sweden
$271K 7,358 +2,500 +51%
BCM
121
Brookstone Capital Management
Illinois
$238K 6,478 +766 +13%
JIR
122
James Investment Research
Ohio
$236K 6,409 -245,611 -97%
Legal & General Group
123
Legal & General Group
United Kingdom
$225K 6,115 +807 +15%
CIM
124
CIM Investment Management
Pennsylvania
$222K 6,037 – –
HSBC Holdings
125
HSBC Holdings
United Kingdom
$222K 6,055 +725 +14%
3 4
5
6 7