Houlihan Lokey
HLI
77 hedge funds and large institutions have $301M invested in Houlihan Lokey in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 11 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 17
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
12% more capital invested
Capital invested by funds: $268M → $301M (+$32.7M)
5% more funds holding
Funds holding: 73 → 77 (+4)
0.11% more ownership
Funds ownership: 99.17% → 99.28% (+0.11%)
24% less call options, than puts
Call options by funds: $286K | Put options by funds: $378K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$7.51M |
| 2 |
EA
Emerald Acquisition
Seattle,
Washington
|
+$2.06M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.32M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$922K |
| 5 |
AI
Ariel Investments
Chicago,
Illinois
|
+$871K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$5.59M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.03M |
| 3 |
TCGI
Three Corner Global Investors
New York
|
-$2.26M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.62M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.51M |
HLI Hedge Fund Activity: Q3 2016 in Review
77 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2016, worth a combined $301M — up 12% from $268M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HLI positions and 11 closed out — a net gain of 4 holders — while 31 added to existing stakes and 17 trimmed.
The largest buyer was Royce & Associates, opening a new position worth an estimated $7.51M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $5.59M sold.
- 77 institutional investors held Houlihan Lokey (HLI) as of Q3 2016, up from 73 in Q2 2016.
- Funds reported $301M of Houlihan Lokey stock for Q3 2016, up 12% quarter-over-quarter.
- 15 funds opened new Houlihan Lokey positions in Q3 2016 and 11 closed out, a net change of +4 holders.
- The largest Houlihan Lokey buyer in Q3 2016 was Royce & Associates, an estimated $7.51M added.
- The largest Houlihan Lokey seller in Q3 2016 was Capital Research Global Investors, an estimated $5.59M sold.
Based on aggregated 13F filings for Q3 2016.