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Houlihan Lokey
HLI

Overview Fund Activity

188 hedge funds and large institutions have $1.88B invested in Houlihan Lokey in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 24 closing their positions.

Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
70
Reduced
46
Closed
24
Calls
–
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$1.2M

Top Buyers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$63.1M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$70.8M
3
ECM
3
Element Capital Management
New York
$21.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$66.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$18.2M

Top Sellers

1
OCU
1
ORIX Corporation USA
Texas
$150M
2
AI
2
Ariel Investments
Illinois
$48.5M
3
RA
3
Royce & Associates
New York
$26M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$10.6M
5
Ameriprise
5
Ameriprise
Minnesota
$83.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
101
Avior Wealth Management
Nebraska
$802K 18,010 – –
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$799K 17,948 -7,163 -29%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$791K 17,760 +17,760 New
RFC
104
Regions Financial Corp
Alabama
$768K 17,260 +234 +1%
HIM
105
Hillsdale Investment Management
Ontario, Canada
$757K 17,000 +17,000 New
US Bancorp
106
US Bancorp
Minnesota
$753K 16,922 +850 +5%
BF
107
BOK Financial
Oklahoma
$749K 16,821 -2,501 -13%
Connor, Clark & Lunn Investment Management (CC&L)
108
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$696K 15,625 +15,625 New
MIM
109
MetLife Investment Management
New Jersey
$671K 15,059 – –
HighTower Advisors
110
HighTower Advisors
Illinois
$655K 14,703 +4,946 +51%
GCP
111
GSA Capital Partners
United Kingdom
$639K 14,354 +14,354 New
PPA
112
Parametric Portfolio Associates
Washington
$609K 13,670 +1,554 +13%
KC
113
Kepos Capital
New York
$593K 13,327 +13,327 New
FA
114
FDx Advisors
Illinois
$588K 13,213 -170 -1%
DTL
115
Dynamic Technology Lab
Singapore
$580K 13,036 +13,036 New
VFA
116
Voya Financial Advisors
Connecticut
$543K 12,237 -247 -2%
Calamos Advisors
117
Calamos Advisors
Illinois
$490K 11,000 – –
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$482K 10,822 – –
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$470K 10,558 +10,558 New
BCM
120
Brookstone Capital Management
Illinois
$468K 10,518 +2,455 +30%
AW
121
Alpha Windward
Massachusetts
$455K 9,840 -540 -5%
Acadian Asset Management
122
Acadian Asset Management
Massachusetts
$428K 9,610 +9,610 New
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$400K 8,986 +6,203 +223%
BCM
124
Bayesian Capital Management
New York
$364K 8,184 +8,184 New
Voloridge Investment Management
125
Voloridge Investment Management
Florida
$363K 8,144 +8,144 New
3 4
5
6 7