Houlihan Lokey
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.
95% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 44
18% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 34
3% more funds holding
Funds holding: 188 → 194 (+6)
3% less capital invested
Capital invested by funds: $1.88B → $1.82B (-$61.6M)
7.09% less ownership
Funds ownership: 109.91% → 102.82% (-7.1%)
85% less call options, than puts
Call options by funds: $1M | Put options by funds: $6.8M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$23.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.2M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$20.7M |
| 4 |
RA
Royce & Associates
New York
|
+$17.9M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$18.1M |
| 2 |
ECM
Element Capital Management
New York
|
-$16.5M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$11.3M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$11.2M |
| 5 |
Renaissance Technologies
New York
|
-$10.4M |
HLI Hedge Fund Activity: Q3 2019 in Review
194 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2019, worth a combined $1.82B — down 3.3% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new HLI positions and 34 closed out — a net gain of 6 holders — while 86 added to existing stakes and 44 trimmed.
The largest buyer was BlackRock, adding an estimated $23.5M. The largest seller was Goldman Sachs, cutting an estimated $18.1M.
- 194 institutional investors held Houlihan Lokey (HLI) as of Q3 2019, up from 188 in Q2 2019.
- Funds reported $1.82B of Houlihan Lokey stock for Q3 2019, down 3.3% quarter-over-quarter.
- 40 funds opened new Houlihan Lokey positions in Q3 2019 and 34 closed out, a net change of +6 holders.
- The largest Houlihan Lokey buyer in Q3 2019 was BlackRock, an estimated $23.5M added.
- The largest Houlihan Lokey seller in Q3 2019 was Goldman Sachs, an estimated $18.1M sold.
Based on aggregated 13F filings for Q3 2019.