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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
+$23.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$21.6M
3
GKIM
GW&K Investment Management
Massachusetts
+$21.1M
4
RA
Royce & Associates
New York
+$18.3M
5
TCM
TimesSquare Capital Management
New York
+$17.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$18.4M
2
ECM
Element Capital Management
New York
-$16.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$11.5M
4
APG Asset Management
APG Asset Management
Netherlands
-$10.5M
5
Renaissance Technologies
Renaissance Technologies
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
151
ProShare Advisors
Maryland
$212K +$212K +4,698 New
SEI Investments
152
SEI Investments
Pennsylvania
$203K +$203K +4,507 New
Squarepoint
153
Squarepoint
New York
$202K -$791K -17,578 -80%
AIP
154
Ameritas Investment Partners
Nebraska
$155K +$32.7K +724 +27%
ASN
155
Advisory Services Network
Georgia
$124K – – –
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$106K – – –
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$106K – – –
PCG
158
Private Capital Group
Connecticut
$91K +$86.4K +1,906 +1,869%
RMC
159
Resources Management Corp
Connecticut
$86K +$86K +1,910 New
VBA
160
Van Berkom & Associates
Quebec, Canada
$80.7K +$16.8K +372,812 +26%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$70K +$1.88K +42 +3%
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$63K – – –
MAM
163
Meeder Asset Management
Ohio
$56K – – –
CFGS
164
Concourse Financial Group Securities
Alabama
$49K +$34.3K +759 +234%
FQ
165
First Quadrant
California
$34K -$795K -17,833 -96%
SF
166
Synovus Financial
Georgia
$34K – – –
HIIFS
167
Harel Insurance Investments & Financial Services
Israel
$34K +$34K +750 New
FCA
168
FinTrust Capital Advisors
South Carolina
$33K +$4.52K +99 +16%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$26K +$16.3K +368 +169%
AssetMark Inc
170
AssetMark Inc
California
$24K +$24K +525 New
Federated Hermes
171
Federated Hermes
Pennsylvania
$22K +$1.66K +36 +8%
First Manhattan
172
First Manhattan
New York
$13K – – –
Lazard Asset Management
173
Lazard Asset Management
New York
$13K +$13K +295 New
FHA
174
First Horizon Advisors
Tennessee
$12K +$12K +268 New
RCAG
175
Rehmann Capital Advisory Group
Michigan
$10.5K -$949 -21 -8%
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7
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