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Houlihan Lokey
HLI

Overview Fund Activity

194 hedge funds and large institutions have $1.82B invested in Houlihan Lokey in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 44 reducing their positions, and 34 closing their positions.

Holders
194
Holders Change
+6
Holders Change %
+3.19%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
86
Reduced
44
Closed
34
Calls
$1M
Puts
$6.8M
Net Calls
-$5.8M
Net Calls Change
-$3.35M

Top Buyers

1
BlackRock
1
BlackRock
New York
$134M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M
3
GKIM
3
GW&K Investment Management
Massachusetts
$25.2M
4
RA
4
Royce & Associates
New York
$44.6M
5
TCM
5
TimesSquare Capital Management
New York
$41.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$48.5M
2
ECM
2
Element Capital Management
New York
$4.87M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$6.85M
4
APG Asset Management
4
APG Asset Management
Netherlands
$283K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
101
Panagora Asset Management
Massachusetts
$847K 18,784 -180,357 -91%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$838K 18,575 -24,455 -57%
SRAM
103
Stone Ridge Asset Management
New York
$824K 18,279 -1,800 -9%
MIM
104
MetLife Investment Management
New Jersey
$818K 18,135 +3,076 +20%
AWM
105
Avior Wealth Management
Nebraska
$812K 18,010 – –
BF
106
BOK Financial
Oklahoma
$807K 17,896 +1,075 +6%
RFC
107
Regions Financial Corp
Alabama
$779K 17,287 +27 +0.2%
HIM
108
Hillsdale Investment Management
Ontario, Canada
$767K 17,000 – –
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$761K 16,875 -1,073 -6%
DA
110
Denali Advisors
California
$758K 16,800 +16,800 New
HighTower Advisors
111
HighTower Advisors
Illinois
$743K 16,545 +1,842 +13%
Deutsche Bank
112
Deutsche Bank
Germany
$693K 15,392 -96,957 -86%
Prudential Financial
113
Prudential Financial
New Jersey
$650K 14,399 -104,821 -88%
QC
114
Quadrature Capital
United Kingdom
$606K 13,440 +13,440 New
KC
115
Kepos Capital
New York
$601K 13,326 -1 -0%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$594K 13,167 +2,345 +22%
BCM
117
Brookstone Capital Management
Illinois
$535K 11,860 +1,342 +13%
VFA
118
Voya Financial Advisors
Connecticut
$529K 11,847 -390 -3%
MWM
119
Mission Wealth Management
California
$496K 11,000 +11,000 New
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$461K 10,217 -341 -3%
AW
121
Alpha Windward
Massachusetts
$449K 9,960 +120 +1%
CANY
122
Caxton Associates (New York)
New York
$444K 9,844 +9,844 New
ACM
123
AlphaCrest Capital Management
New York
$379K 8,400 +8,400 New
EW
124
Evoke Wealth
California
$358K 7,946 +7,946 New
AG
125
Advisor Group
Arizona
$358K 7,967 +1,119 +16%
3 4
5
6 7