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Houlihan Lokey
HLI

Overview Fund Activity

159 hedge funds and large institutions have $1.26B invested in Houlihan Lokey in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 31 closing their positions.

Holders
159
Holders Change
-7
Holders Change %
-4.22%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
59
Reduced
59
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$30.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$58.8M
3
RA
3
Royce & Associates
New York
$35.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$21.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$14.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$8.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.49M
3
JIR
3
James Investment Research
Ohio
$236K
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$41.9M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
176
Sawgrass Asset Management
Florida
– – -5,970 Closed
CA
177
Calton & Associates
Florida
– – -5,820 Closed
USAA
178
United Services Automobile Association
Texas
– – -5,248 Closed
New York State Teachers Retirement System (NYSTRS)
179
New York State Teachers Retirement System (NYSTRS)
New York
– – -2,600 Closed
DZ Bank
180
DZ Bank
Germany
– – -2,238 Closed
QT
181
Quantbot Technologies
New York
– – -2,013 Closed
HMS
182
Hanseatic Management Services
New Mexico
– – -1,960 Closed
WEC
183
Winslow Evans & Crocker
Massachusetts
– – -350 Closed
GI
184
Gradient Investments
Minnesota
– – -296 Closed
SWP
185
Stratos Wealth Partners
Ohio
– – -222 Closed
SFM
186
Signet Financial Management
New Jersey
– – -156 Closed
HNB
187
Huntington National Bank
Ohio
– – -102 Closed
Parallax Volatility Advisers
188
Parallax Volatility Advisers
California
– – -68 Closed
SPIA
189
Steward Partners Investment Advisory
New York
– – -50 Closed
CFGS
190
Concourse Financial Group Securities
Alabama
– – – –
SIS
191
Sound Income Strategies
Florida
$0 5 – –
OCA
192
Otter Creek Advisors
Florida
– – – –
Walleye Trading
193
Walleye Trading
New York
– – – –
4 5 6 7
8