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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.

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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$48.5M
2
ECM
Element Capital Management
New York
$4.87M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.85M
4
APG Asset Management
APG Asset Management
Netherlands
$283K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
126
Legal & General Group
United Kingdom
$357K +$53.4K +1,185 +18%
AA
127
ALPS Advisors
Colorado
$353K +$353K +7,818 New
CB
128
Commerce Bank
Missouri
$350K +$350K +7,760 New
XK
129
Xact Kapitalforvaltning
Sweden
$332K – – –
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$330K +$97.1K +2,154 +42%
DIM
131
DC Investments Management
Virginia
$328K +$112K +2,478 +52%
BCM
132
Bayesian Capital Management
New York
$324K -$45.1K -1,000 -12%
BRWA
133
B. Riley Wealth Advisors
Florida
$312K +$48.3K +1,070 +18%
GCP
134
GSA Capital Partners
United Kingdom
$311K -$337K -7,466 -52%
ECM
135
ETrade Capital Management
Virginia
$311K +$1.22K +27 +0.4%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$308K -$97.7K -2,164 -24%
Jane Street
137
Jane Street
New York
$306K +$306K +6,788 New
AB
138
Amalgamated Bank
New York
$303K +$30.5K +676 +11%
William Blair & Company
139
William Blair & Company
Illinois
$287K -$75.1K -1,663 -21%
APG Asset Management
140
APG Asset Management
Netherlands
$283K -$10.5M -253,050 -97%
Victory Capital Management
141
Victory Capital Management
Texas
$276K +$276K +6,110 New
COI
142
Connable Office Inc
Michigan
$267K +$6.72K +149 +3%
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
$262K +$262K +5,807 New
H
144
Hexavest
Quebec, Canada
$259K +$259K +5,747 New
Principal Financial Group
145
Principal Financial Group
Iowa
$258K +$41K +909 +19%
PP
146
Paloma Partners
Connecticut
$254K +$254K +5,630 New
MML Investors Services
147
MML Investors Services
Massachusetts
$253K +$19.7K +438 +8%
QT
148
Quantamental Technologies
New York
$242K +$51.9K +1,150 +27%
PA
149
PFW Advisors
Georgia
$222K +$222K +1,402 New
JG
150
Jefferies Group
New York
$219K +$219K +4,854 New
4 5
6
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