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Houlihan Lokey
HLI

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.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

225% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 16

92% more capital invested

Capital invested by funds: $391M → $750M (+$359M)

17% more funds holding

Funds holding: 89 → 104 (+15)

5.1% more ownership

Funds ownership: 99.39% → 104.49% (+5.1%)

Holders
104
Holders Change
+15
Holders Change %
+16.85%
% of All Funds
2.58%
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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$57.9M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$22.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$22M
4
Ameriprise
Ameriprise
Minnesota
+$20.5M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$17.1M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$8.36M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$4.68M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.66M
4
MCA
Mendon Capital Advisors
Florida
-$1.11M
5
SCA
Secor Capital Advisors
New York
-$1.02M

HLI Hedge Fund Activity: Q1 2017 in Review

104 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2017, worth a combined $750M — up 92% from $391M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HLI positions and 5 closed out — a net gain of 21 holders — while 52 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $57.9M. The largest seller was Franklin Resources, cutting an estimated $8.36M.

  • 104 institutional investors held Houlihan Lokey (HLI) as of Q1 2017, up from 89 in Q4 2016.
  • Funds reported $750M of Houlihan Lokey stock for Q1 2017, up 92% quarter-over-quarter.
  • 26 funds opened new Houlihan Lokey positions in Q1 2017 and 5 closed out, a net change of +21 holders.
  • The largest Houlihan Lokey buyer in Q1 2017 was BlackRock, an estimated $57.9M added.
  • The largest Houlihan Lokey seller in Q1 2017 was Franklin Resources, an estimated $8.36M sold.

Based on aggregated 13F filings for Q1 2017.