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Houlihan Lokey
HLI

Overview Fund Activity

166 hedge funds and large institutions have $1.54B invested in Houlihan Lokey in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-26
Holders Change %
-13.54%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
72
Reduced
49
Closed
43
Calls
$597K
Puts
$6.2M
Net Calls
-$5.61M
Net Calls Change
-$7.42M

Top Buyers

1
OCU
ORIX Corporation USA
Texas
$27.4M
2
Bank of America
Bank of America
North Carolina
$36.5M
3
Citadel Advisors
Citadel Advisors
Florida
$23.3M
4
Goldman Sachs
Goldman Sachs
New York
$39.4M
5
Millennium Management
Millennium Management
New York
$47.1M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
2
Macquarie Group
Macquarie Group
Australia
$2.47M
3
American Century Companies
American Century Companies
Missouri
$0
4
Deutsche Bank
Deutsche Bank
Germany
$3.64M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$13K +$2.64K +57 +25%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$12.3K -$4.77K -106 -28%
SWM
153
SeaCrest Wealth Management
New York
$12K -$276 -6 -2%
FHA
154
Flagship Harbor Advisors
Massachusetts
$12K – – –
PCG
155
Private Capital Group
Connecticut
$10K +$5.53K +126 +124%
SWP
156
Stratos Wealth Partners
Ohio
$10K +$10K +222 New
IFAM
157
Institutional & Family Asset Management
Colorado
$8K – – –
SFM
158
Signet Financial Management
New Jersey
$7K +$5.39K +120 +333%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$5K – – –
HNB
160
Huntington National Bank
Ohio
$5K +$5K +102 New
Parallax Volatility Advisers
161
Parallax Volatility Advisers
California
$3K – – –
HAM
162
Highstreet Asset Management
Ontario, Canada
$3K +$3K +60 New
SPIA
163
Steward Partners Investment Advisory
New York
$2K – – –
IA
164
IFP Advisors
Florida
$1K – – –
Alyeska Investment Group
165
Alyeska Investment Group
Illinois
– -$15.8M -309,416 Closed
American Century Companies
166
American Century Companies
Missouri
– -$9.32M -181,873 Closed
Acadian Asset Management
167
Acadian Asset Management
Massachusetts
– -$9.19M -179,318 Closed
HCM
168
Highbridge Capital Management
New York
– -$3.99M -77,884 Closed
LCM
169
Laurion Capital Management
New York
– -$3.7M -72,288 Closed
ZIM
170
Zacks Investment Management
Illinois
– -$2.56M -49,879 Closed
SGAM
171
Smith Group Asset Management
Texas
– -$2.02M -39,370 Closed
Schroder Investment Management Group
172
Schroder Investment Management Group
United Kingdom
– -$1.81M -35,100 Closed
Two Sigma Investments
173
Two Sigma Investments
New York
– -$1.78M -34,678 Closed
AAMU
174
AEGON Asset Management (UK)
United Kingdom
– -$1.72M -33,598 Closed
3C
175
361 Capital
Colorado
– -$1.68M -32,756 Closed
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