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Houlihan Lokey
HLI

Overview Fund Activity

188 hedge funds and large institutions have $1.88B invested in Houlihan Lokey in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
70
Reduced
46
Closed
24
Calls
–
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$1.2M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
$63.1M
2
EARNEST Partners
EARNEST Partners
Georgia
$70.8M
3
ECM
Element Capital Management
New York
$21.4M
4
Goldman Sachs
Goldman Sachs
New York
$66.1M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$18.2M

Top Sellers

1
OCU
ORIX Corporation USA
Texas
$150M
2
AI
Ariel Investments
Illinois
$48.5M
3
RA
Royce & Associates
New York
$26M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$10.6M
5
Ameriprise
Ameriprise
Minnesota
$83.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
176
Toronto Dominion Bank
Ontario, Canada
$4K +$4K +164 New
SPIA
177
Steward Partners Investment Advisory
New York
$4K +$4K +101 New
HAM
178
Highstreet Asset Management
Ontario, Canada
$3K – – –
BFEC
179
Benjamin F. Edwards & Company
Missouri
$3K +$3K +58 New
APA
180
American Portfolios Advisors
New York
$2.36K +$490 +11 +26%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
LC
182
Lindbrook Capital
California
$2K – – –
SIM
183
Sonora Investment Management
Arizona
$2K +$2K +35 New
CI
184
CX Institutional
Indiana
$2K +$2K +53 New
SC
185
Southside Capital
Florida
– -$4.59M -100,000 Closed
ERSOT
186
Employees Retirement System of Texas
Texas
– -$2.11M -46,000 Closed
BCMNY
187
Buckingham Capital Management (New York)
New York
– -$1.71M -37,253 Closed
IP
188
Interval Partners
New York
– -$1.63M -35,606 Closed
EGM
189
Engineers Gate Manager
New York
– -$1.03M -22,420 Closed
PMAM
190
Picton Mahoney Asset Management
Ontario, Canada
– -$834K -18,200 Closed
TEE
191
Tibra Equities Europe
United Kingdom
– -$477K -10,400 Closed
MWNA
192
Marshall Wace North America
New York
– -$428K -9,342 Closed
OAM
193
Origin Asset Management
United Kingdom
– -$378K -8,242 Closed
Group One Trading
194
Group One Trading
Illinois
– -$339K -7,400 Closed
SSA
195
Schonfeld Strategic Advisors
New York
– -$312K -6,799 Closed
HP
196
Hikari Power
Japan
– -$263K -5,740 Closed
QSS
197
Quantitative Systematic Strategies
Florida
– -$204K -4,452 Closed
PP
198
Paloma Partners
Connecticut
– -$201K -4,374 Closed
BCM
199
BlueCrest Capital Management
Jersey
– -$200K -4,370 Closed
SEI Investments
200
SEI Investments
Pennsylvania
– -$89K -1,949 Closed
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