Houlihan Lokey
HLI
73 hedge funds and large institutions have $268M invested in Houlihan Lokey in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 22
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
0% more funds holding
Funds holding: 73 → 73 (0)
0.59% less ownership
Funds ownership: 99.76% → 99.17% (-0.59%)
11% less capital invested
Capital invested by funds: $300M → $268M (-$31.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$4.28M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$3.67M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$3.35M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.27M |
| 5 |
TCGI
Three Corner Global Investors
New York
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLCM
Seven Locks Capital Management
New York
|
-$6.23M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$4.94M |
| 3 |
Millennium Management
New York
|
-$3.76M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$2.35M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.99M |
HLI Hedge Fund Activity: Q2 2016 in Review
73 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2016, worth a combined $268M — down 11% from $300M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HLI positions and 9 closed out — a net gain of 1 holder — while 33 added to existing stakes and 22 trimmed.
The largest buyer was Ariel Investments, adding an estimated $4.28M. The largest seller was Seven Locks Capital Management, exiting entirely with an estimated $6.23M sold.
- 73 institutional investors held Houlihan Lokey (HLI) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $268M of Houlihan Lokey stock for Q2 2016, down 11% quarter-over-quarter.
- 10 funds opened new Houlihan Lokey positions in Q2 2016 and 9 closed out, a net change of +1 holder.
- The largest Houlihan Lokey buyer in Q2 2016 was Ariel Investments, an estimated $4.28M added.
- The largest Houlihan Lokey seller in Q2 2016 was Seven Locks Capital Management, an estimated $6.23M sold.
Based on aggregated 13F filings for Q2 2016.