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Houlihan Lokey
HLI

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.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

19% more capital invested

Capital invested by funds: $753M → $894M (+$142M)

10% more funds holding

Funds holding: 115 → 126 (+11)

0.38% more ownership

Funds ownership: 91.64% → 92.02% (+0.38%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.14%
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
Columbia Wanger Asset Management
Illinois
+$17.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$14M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.88M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.25M
5
DIA
Dean Investment Associates
Ohio
+$5.39M

Top Sellers

1
RA
Royce & Associates
New York
-$12M
2
Two Sigma Investments
Two Sigma Investments
New York
-$7.56M
3
Deutsche Bank
Deutsche Bank
Germany
-$3.4M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$3.01M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
126
Federated Hermes
Pennsylvania
$1K – – –
PFMOSF
127
Philadelphia Financial Management of San Francisco
California
– -$3.01M -86,140 Closed
GCP
128
GSA Capital Partners
United Kingdom
– -$1.73M -49,601 Closed
Citadel Advisors
129
Citadel Advisors
Florida
– -$1.61M -46,181 Closed
EMG
130
Ellington Management Group
Connecticut
– -$1.08M -31,100 Closed
LCM
131
Laurion Capital Management
New York
– -$443K -12,703 Closed
HCM
132
Hodges Capital Management
Texas
– -$435K -12,450 Closed
ARTA
133
A.R.T. Advisors
New York
– -$369K -10,600 Closed
CG
134
Clinton Group
New York
– -$290K -8,308 Closed
HI
135
HBK Investments
Texas
– -$247K -7,077 Closed
TC
136
TFS Capital
Pennsylvania
– -$215K -6,164 Closed
DADC
137
D.A. Davidson & Co
Montana
– -$92K -2,640 Closed
AIM
138
Acrospire Investment Management
Illinois
– -$55K -1,579 Closed
Creative Planning
139
Creative Planning
Kansas
– -$24K -700 Closed
GI
140
Gradient Investments
Minnesota
– -$10K -296 Closed
MFW
141
Mosaic Family Wealth
Missouri
– -$3K -97 Closed
2 3 4 5
6

HLI Hedge Fund Activity: Q3 2017 in Review

126 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2017, worth a combined $894M — up 19% from $753M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HLI positions and 16 closed out — a net gain of 12 holders — while 48 added to existing stakes and 38 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $17.6M. The largest seller was Royce & Associates, cutting an estimated $12M.

  • 126 institutional investors held Houlihan Lokey (HLI) as of Q3 2017, up from 115 in Q2 2017.
  • Funds reported $894M of Houlihan Lokey stock for Q3 2017, up 19% quarter-over-quarter.
  • 28 funds opened new Houlihan Lokey positions in Q3 2017 and 16 closed out, a net change of +12 holders.
  • The largest Houlihan Lokey buyer in Q3 2017 was Columbia Wanger Asset Management, an estimated $17.6M added.
  • The largest Houlihan Lokey seller in Q3 2017 was Royce & Associates, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2017.