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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 %
Calamos Advisors
201
Calamos Advisors
Illinois
– -$490K -11,000 Closed
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
– -$428K -9,610 Closed
Voloridge Investment Management
203
Voloridge Investment Management
Florida
– -$363K -8,144 Closed
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
– -$345K -7,744 Closed
Verition Fund Management
205
Verition Fund Management
Connecticut
– -$323K -7,261 Closed
EMG
206
Ellington Management Group
Connecticut
– -$307K -6,900 Closed
JIR
207
James Investment Research
Ohio
– -$263K -5,906 Closed
D.E. Shaw & Co
208
D.E. Shaw & Co
New York
– -$246K -5,534 Closed
AQR Capital Management
209
AQR Capital Management
Connecticut
– -$242K -5,429 Closed
USAA
210
United Services Automobile Association
Texas
– -$234K -5,248 Closed
Canada Life
211
Canada Life
Manitoba, Canada
– -$169K -3,784 Closed
ADEF
212
Adams Diversified Equity Fund
Maryland
– -$129K -2,900 Closed
SG Americas Securities
213
SG Americas Securities
New York
– -$113K -2,528 Closed
PHK
214
Point72 Hong Kong
Hong Kong
– -$99K -2,219 Closed
AG
215
Aperio Group
California
– -$92K -2,071 Closed
RIA
216
Realta Investment Advisors
Delaware
– -$56K -1,244 Closed
M
217
MOTCO
Texas
– -$21K -476 Closed
Simplex Trading
218
Simplex Trading
Illinois
– -$10K -232 Closed
NIT
219
NumerixS Investment Technologies
British Columbia, Canada
– -$9K -200 Closed
Toronto Dominion Bank
220
Toronto Dominion Bank
Ontario, Canada
– -$4K -164 Closed
CIAS
221
Capital Investment Advisory Services
North Carolina
– -$6K -146 Closed
BFEC
222
Benjamin F. Edwards & Company
Missouri
– -$3K -58 Closed
CI
223
CX Institutional
Indiana
– -$2K -53 Closed
SIM
224
Sonora Investment Management
Arizona
– -$2K -35 Closed
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