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Houlihan Lokey
HLI

Overview Fund Activity

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.

Holders
89
Holders Change
+12
Holders Change %
+15.58%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
39
Reduced
19
Closed
6
Calls
–
Puts
$311K
Net Calls
-$311K
Net Calls Change
-$219K

Top Buyers

1
RA
1
Royce & Associates
New York
$38.4M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.73M
4
BIT
4
BlackRock Institutional Trust
California
$7.93M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.71M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$27.1M
2
Millennium Management
2
Millennium Management
New York
$1.97M
3
TCGI
3
Three Corner Global Investors
New York
$0
4
Franklin Resources
4
Franklin Resources
California
$23.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
1
Burgundy Asset Management
Ontario, Canada
$43.1M 1,385,494 +25,941 +2%
RA
2
Royce & Associates
New York
$38.4M 1,233,847 +922,500 +296%
AI
3
Ariel Investments
Illinois
$32.5M 1,044,970 -7,391 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.4M 913,700 +61,117 +7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$27.1M 869,675 -408,105 -32%
Franklin Resources
6
Franklin Resources
California
$23.8M 765,350 -166,705 -18%
AllianceBernstein
7
AllianceBernstein
Tennessee
$21.7M 696,763 -122,724 -15%
Allianz Asset Management
8
Allianz Asset Management
Germany
$21.1M 678,959 -58,198 -8%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$16.6M 533,050 +51,450 +11%
Macquarie Group
10
Macquarie Group
Australia
$16.3M 523,031 +36,697 +8%
Bank of America
11
Bank of America
North Carolina
$12.1M 389,265 +7,078 +2%
BFA
12
BlackRock Fund Advisors
California
$11.7M 376,018 +65,996 +21%
BIT
13
BlackRock Institutional Trust
California
$7.93M 254,719 +98,622 +63%
Principal Financial Group
14
Principal Financial Group
Iowa
$6.44M 206,900 +2,500 +1%
Renaissance Technologies
15
Renaissance Technologies
New York
$6M 192,900 +164,300 +574%
MCA
16
Mendon Capital Advisors
Florida
$5.91M 189,895 – –
State Street
17
State Street
Massachusetts
$5.77M 185,431 +15,820 +9%
Northern Trust
18
Northern Trust
Illinois
$4.79M 153,755 +1,643 +1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.44M 142,697 +55,549 +64%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$3.73M 119,976 +119,976 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.08M 99,125 +42,250 +74%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$3.08M 98,920 +36,412 +58%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.03M 97,420 +3,813 +4%
PAM
24
Panagora Asset Management
Massachusetts
$2.73M 87,764 +65,895 +301%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$2.71M 86,595 +86,595 New
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