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Houlihan Lokey
HLI

Overview Fund Activity

170 hedge funds and large institutions have $1.36B invested in Houlihan Lokey in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+17
Holders Change %
+11.11%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
62
Reduced
46
Closed
22
Calls
$486K
Puts
–
Net Calls
+$486K
Net Calls Change
-$444K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$57M
2
Ameriprise
Ameriprise
Minnesota
$103M
3
Millennium Management
Millennium Management
New York
$38.9M
4
BAMCO Inc
BAMCO Inc
New York
$45.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$132M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$0
2
BlackRock
BlackRock
New York
$83M
3
LCM
Laurion Capital Management
New York
$15.7M
4
RA
Royce & Associates
New York
$25.5M
5
Macquarie Group
Macquarie Group
Australia
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
151
Gradient Investments
Minnesota
$13K – – –
SWP
152
Stratos Wealth Partners
Ohio
$10K – – –
SEI Investments
153
SEI Investments
Pennsylvania
$9K +$6.39K +142 +245%
MOS
154
MGO One Seven
Ohio
$6K – – –
IFAM
155
Institutional & Family Asset Management
Colorado
$6K +$6K +141 New
PFBT
156
Parkside Financial Bank & Trust
Missouri
$5K – – –
Parallax Volatility Advisers
157
Parallax Volatility Advisers
California
$3K -$177K -4,006 -98%
YWP
158
YorkBridge Wealth Partners
New York
$3K +$2.75K +54 +1,080%
RCAG
159
Rehmann Capital Advisory Group
Michigan
$3K +$3K +71 New
ASN
160
Advisory Services Network
Georgia
$3K +$3K +77 New
CCA
161
Catalyst Capital Advisors
New York
$2K +$2K +54 New
FGC
162
Financial Gravity Companies
Texas
$1K -$133 -2 -12%
PMFA
163
Plante Moran Financial Advisors
Michigan
$1K – – –
FGAM
164
Financial Gravity Asset Management
Texas
$1K +$1K +15 New
RFC
165
Regions Financial Corp
Alabama
$1K +$1K +20 New
ML
166
McAdam LLC
Pennsylvania
$1K +$1K +31 New
AFNAS
167
American Financial Network Advisory Services
California
$577 +$577 +209 New
Fidelity Investments
168
Fidelity Investments
Massachusetts
– -$11M -243,100 Closed
DIA
169
Dean Investment Associates
Ohio
– -$3.03M -66,600 Closed
DCM
170
Dean Capital Management
Kansas
– -$2.21M -48,750 Closed
KA
171
Kaizen Advisory
Illinois
– -$1.33M -29,325 Closed
CIP
172
Convergence Investment Partners
Florida
– -$917K -20,179 Closed
AA
173
ALPS Advisors
Colorado
– -$579K -12,736 Closed
DTL
174
Dynamic Technology Lab
Singapore
– -$557K -12,264 Closed
MC
175
Menta Capital
California
– -$386K -8,486 Closed
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