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Houlihan Lokey
HLI

Overview Fund Activity

104 hedge funds and large institutions have $750M invested in Houlihan Lokey in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
104
Holders Change
+15
Holders Change %
+16.85%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
52
Reduced
16
Closed
5
Calls
$488K
Puts
–
Net Calls
+$488K
Net Calls Change
+$799K

Top Buyers

1
BlackRock
1
BlackRock
New York
$62.8M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$24.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.2M
4
Ameriprise
4
Ameriprise
Minnesota
$22.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$18.5M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$17.3M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$42.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.26M
4
MCA
4
Mendon Capital Advisors
Florida
$5.34M
5
SCA
5
Secor Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$62.8M 1,821,655 +1,816,415 +34,664%
RA
2
Royce & Associates
New York
$56.1M 1,628,848 +395,001 +32%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.2M 1,603,729 +690,029 +76%
AI
4
Ariel Investments
Illinois
$54M 1,566,735 +521,765 +50%
BAM
5
Burgundy Asset Management
Ontario, Canada
$42.7M 1,238,818 -146,676 -11%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$42.7M 1,238,484 +368,809 +42%
AllianceBernstein
7
AllianceBernstein
Tennessee
$33.1M 960,905 +264,142 +38%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$24.3M 705,810 +705,810 New
Allianz Asset Management
9
Allianz Asset Management
Germany
$22.8M 662,648 -16,311 -2%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$22.6M 656,819 +123,769 +23%
Ameriprise
11
Ameriprise
Minnesota
$22.1M 641,536 +641,536 New
Macquarie Group
12
Macquarie Group
Australia
$20.8M 604,762 +81,731 +16%
Millennium Management
13
Millennium Management
New York
$20.5M 595,602 +532,329 +841%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$18.5M 537,335 +537,335 New
Franklin Resources
15
Franklin Resources
California
$17.3M 503,406 -261,944 -34%
Bank of America
16
Bank of America
North Carolina
$14.8M 429,782 +40,517 +10%
Renaissance Technologies
17
Renaissance Technologies
New York
$13.9M 404,300 +211,400 +110%
Two Sigma Investments
18
Two Sigma Investments
New York
$12.6M 366,625 +297,828 +433%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$12M 349,067 +206,370 +145%
State Street
20
State Street
Massachusetts
$10.8M 314,769 +129,338 +70%
CWAM
21
Columbia Wanger Asset Management
Illinois
$9.2M 266,975 +266,975 New
HCM
22
Hodges Capital Management
Texas
$9.06M 262,950 +262,950 New
Two Sigma Advisers
23
Two Sigma Advisers
New York
$8.68M 251,863 +215,386 +590%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$8.63M 250,638 +153,218 +157%
Wells Fargo
25
Wells Fargo
California
$8.05M 233,665 +201,501 +626%
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