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Houlihan Lokey
HLI

Overview Fund Activity

153 hedge funds and large institutions have $1.21B invested in Houlihan Lokey in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
41
Increased
63
Reduced
38
Closed
14
Calls
$930K
Puts
–
Net Calls
+$930K
Net Calls Change
+$539K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$63.7M
2
LCM
2
Laurion Capital Management
New York
$24.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$117M
4
BAMCO Inc
4
BAMCO Inc
New York
$16.5M
5
JIR
5
James Investment Research
Ohio
$15M

Top Sellers

1
RA
1
Royce & Associates
New York
$33.3M
2
Millennium Management
2
Millennium Management
New York
$7.91M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$4.19M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
QT
126
Quantbot Technologies
New York
$111K 2,452 +352 +17%
New York State Teachers Retirement System (NYSTRS)
127
New York State Teachers Retirement System (NYSTRS)
New York
$100K 2,200 +300 +16%
AIP
128
Ameritas Investment Partners
Nebraska
$97K 2,134 +394 +23%
FMT
129
First Mercantile Trust
Tennessee
$74K 1,630 -360 -18%
IAM
130
Integre Asset Management
New York
$71K 1,559 +1,559 New
UMA
131
USA Mutuals Advisors
Texas
$71K 1,560 +1,560 New
II
132
Inspire Investing
Idaho
$56K 1,237 +1,237 New
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$51K 1,117 -183 -14%
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$51K 1,120 – –
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$28K 610 +610 New
Bessemer Group
136
Bessemer Group
New Jersey
$27K 600 +600 New
Federated Hermes
137
Federated Hermes
Pennsylvania
$22K 457 +455 +22,750%
WEC
138
Winslow Evans & Crocker
Massachusetts
$15.9K 350 – –
GI
139
Gradient Investments
Minnesota
$13K 296 +296 New
PCM
140
Prelude Capital Management
New York
$12K 267 +267 New
SWP
141
Stratos Wealth Partners
Ohio
$10K 222 +222 New
TL
142
TrueWealth LLC
Georgia
$6K 123 +123 New
MOS
143
MGO One Seven
Ohio
$6K 126 +126 New
PFBT
144
Parkside Financial Bank & Trust
Missouri
$5K 109 – –
SEI Investments
145
SEI Investments
Pennsylvania
$3K 58 – –
DA
146
Denali Advisors
California
$2K 52 -32 -38%
GRP
147
Global Retirement Partners
California
$2K 39 +39 New
PMFA
148
Plante Moran Financial Advisors
Michigan
$1K 16 +16 New
FGC
149
Financial Gravity Companies
Texas
$1K 17 +17 New
Renaissance Technologies
150
Renaissance Technologies
New York
– – -108,700 Closed
3 4 5
6
7