Houlihan Lokey
69 hedge funds and large institutions have $319M invested in Houlihan Lokey in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
30% more capital invested
Capital invested by funds: $246M → $319M (+$73.2M)
10% more funds holding
Funds holding: 63 → 69 (+6)
7.27% more ownership
Funds ownership: 93.41% → 100.68% (+7.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.6M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$8.83M |
| 3 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$7.52M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$6.55M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GL
GLG LLC
New York
|
-$7.03M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$4.16M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$4.11M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.04M |
| 5 |
HCM
Highbridge Capital Management
New York
|
-$2.84M |
HLI Hedge Fund Activity: Q4 2015 in Review
69 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q4 2015, worth a combined $319M — up 30% from $246M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HLI positions and 10 closed out — a net gain of 7 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was Vanguard Group, adding an estimated $11.6M. The largest seller was GLG LLC, cutting an estimated $7.03M.
- 69 institutional investors held Houlihan Lokey (HLI) as of Q4 2015, up from 63 in Q3 2015.
- Funds reported $319M of Houlihan Lokey stock for Q4 2015, up 30% quarter-over-quarter.
- 17 funds opened new Houlihan Lokey positions in Q4 2015 and 10 closed out, a net change of +7 holders.
- The largest Houlihan Lokey buyer in Q4 2015 was Vanguard Group, an estimated $11.6M added.
- The largest Houlihan Lokey seller in Q4 2015 was GLG LLC, an estimated $7.03M sold.
Based on aggregated 13F filings for Q4 2015.