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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
$134M
2
Vanguard Group
Vanguard Group
Pennsylvania
$168M
3
GKIM
GW&K Investment Management
Massachusetts
$25.2M
4
RA
Royce & Associates
New York
$44.6M
5
TCM
TimesSquare Capital Management
New York
$41.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$48.5M
2
ECM
Element Capital Management
New York
$4.87M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.85M
4
APG Asset Management
APG Asset Management
Netherlands
$283K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
176
First Bank & Trust
South Dakota
$10K -$93 -2 -0.9%
IFAM
177
Institutional & Family Asset Management
Colorado
$9K – – –
FHA
178
Flagship Harbor Advisors
Massachusetts
$6K -$2.07K -50 -26%
SPIA
179
Steward Partners Investment Advisory
New York
$4K – – –
S
180
SignatureFD
Georgia
$4K +$4K +90 New
IA
181
IFP Advisors
Florida
$4K +$4K +106 New
HAM
182
Highstreet Asset Management
Ontario, Canada
$3K – – –
FGAM
183
Financial Gravity Asset Management
Texas
$3K +$3K +64 New
APA
184
American Portfolios Advisors
New York
$2.39K – – –
GWAG
185
Garrett Wealth Advisory Group
Texas
$2.35K +$2.35K +52 New
TRCT
186
Tower Research Capital (TRC)
New York
$2K -$22.5K -597 -92%
LC
187
Lindbrook Capital
California
$2K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
SWM
189
Selective Wealth Management
Virginia
$2K +$2K +50 New
SFS
190
Sowell Financial Services
Arkansas
$1K +$1K +12 New
BFC
191
Bedel Financial Consulting
Indiana
$1K +$1K +21 New
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +29 New
OCU
193
ORIX Corporation USA
Texas
– -$150M -3,377,935 Closed
Renaissance Technologies
194
Renaissance Technologies
New York
– -$10.4M -233,800 Closed
OAC
195
OMERS Administration Corp
Ontario, Canada
– -$2.39M -53,000 Closed
WI
196
WBI Investments
New Jersey
– -$1.05M -23,472 Closed
Arrowstreet Capital
197
Arrowstreet Capital
Massachusetts
– -$886K -19,900 Closed
Connor, Clark & Lunn Investment Management (CC&L)
198
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$696K -15,625 Closed
FA
199
FDx Advisors
Illinois
– -$588K -13,213 Closed
DTL
200
Dynamic Technology Lab
Singapore
– -$580K -13,036 Closed
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