Houlihan Lokey
HLI
89 hedge funds and large institutions have $391M invested in Houlihan Lokey in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
105% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 19
30% more capital invested
Capital invested by funds: $301M → $391M (+$90.3M)
16% more funds holding
Funds holding: 77 → 89 (+12)
0.12% more ownership
Funds ownership: 99.28% → 99.39% (+0.12%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $311K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$25M |
| 2 |
Renaissance Technologies
New York
|
+$4.46M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.25M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.67M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$11.1M |
| 2 |
Millennium Management
New York
|
-$6.37M |
| 3 |
TCGI
Three Corner Global Investors
New York
|
-$5.98M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$4.52M |
| 5 |
BCM
Basswood Capital Management
New York
|
-$3.39M |
HLI Hedge Fund Activity: Q4 2016 in Review
89 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q4 2016, worth a combined $391M — up 30% from $301M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HLI positions and 6 closed out — a net gain of 14 holders — while 39 added to existing stakes and 19 trimmed.
The largest buyer was Royce & Associates, adding an estimated $25M. The largest seller was T. Rowe Price Associates, cutting an estimated $11.1M.
- 89 institutional investors held Houlihan Lokey (HLI) as of Q4 2016, up from 77 in Q3 2016.
- Funds reported $391M of Houlihan Lokey stock for Q4 2016, up 30% quarter-over-quarter.
- 20 funds opened new Houlihan Lokey positions in Q4 2016 and 6 closed out, a net change of +14 holders.
- The largest Houlihan Lokey buyer in Q4 2016 was Royce & Associates, an estimated $25M added.
- The largest Houlihan Lokey seller in Q4 2016 was T. Rowe Price Associates, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2016.