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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 %
HIM
176
Hillsdale Investment Management
Ontario, Canada
– -$1.58M -30,900 Closed
MAM
177
Martingale Asset Management
Massachusetts
– -$1.56M -30,405 Closed
BIM
178
Bogle Investment Management
Massachusetts
– -$1.32M -25,803 Closed
MS
179
Maven Securities
Jersey
– -$1.17M -22,763 Closed
AL
180
AJO LP
Pennsylvania
– -$1.11M -21,639 Closed
OAC
181
OMERS Administration Corp
Ontario, Canada
– -$1M -19,600 Closed
CL
182
CIM LLC
New York
– -$771K -15,046 Closed
DCM
183
Dupont Capital Management
Delaware
– -$691K -13,499 Closed
Wellington Management Group
184
Wellington Management Group
Massachusetts
– -$631K -12,315 Closed
AG
185
Algert Global
California
– -$604K -11,790 Closed
SCC
186
Spring Creek Capital
Kansas
– -$532K -10,388 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
187
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$497K -9,700 Closed
Bessemer Group
188
Bessemer Group
New Jersey
– -$451K -8,800 Closed
CSS
189
Cubist Systematic Strategies
Connecticut
– -$429K -8,370 Closed
IR
190
Invictus RG
Bermuda
– -$370K -7,230 Closed
LCG
191
Lisanti Capital Growth
New York
– -$358K -6,980 Closed
Teacher Retirement System of Texas
192
Teacher Retirement System of Texas
Texas
– -$346K -6,759 Closed
Verition Fund Management
193
Verition Fund Management
Connecticut
– -$314K -6,122 Closed
Envestnet Asset Management
194
Envestnet Asset Management
Illinois
– -$270K -5,291 Closed
BCM
195
Bayesian Capital Management
New York
– -$237K -4,629 Closed
Loomis, Sayles & Company
196
Loomis, Sayles & Company
Massachusetts
– -$234K -4,574 Closed
AB
197
Amalgamated Bank
New York
– -$233K -4,553 Closed
Man Group
198
Man Group
United Kingdom
– -$219K -4,281 Closed
HIMCH
199
Hartford Investment Management Co (HIMCO)
Connecticut
– -$216K -4,225 Closed
ProShare Advisors
200
ProShare Advisors
Maryland
– -$201K -3,929 Closed
5 6 7
8
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