Houlihan Lokey
HLI
115 hedge funds and large institutions have $753M invested in Houlihan Lokey in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 10 closing their positions.
503% more call options, than puts
Call options by funds: $211K | Put options by funds: $35K
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
22% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 36
11% more funds holding
Funds holding: 104 → 115 (+11)
0% more capital invested
Capital invested by funds: $750M → $753M (+$2.99M)
12.86% less ownership
Funds ownership: 104.49% → 91.64% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$22.3M |
| 2 |
TA
Teachers Advisors
New York
|
+$8.15M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$4.69M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$4.04M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$13.2M |
| 2 |
Millennium Management
New York
|
-$9.45M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$8.51M |
| 4 |
Renaissance Technologies
New York
|
-$7.32M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$7.06M |
HLI Hedge Fund Activity: Q2 2017 in Review
115 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2017, worth a combined $753M — up 0.4% from $750M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HLI positions and 10 closed out — a net gain of 12 holders — while 44 added to existing stakes and 36 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $22.3M. The largest seller was Royce & Associates, cutting an estimated $13.2M.
- 115 institutional investors held Houlihan Lokey (HLI) as of Q2 2017, up from 104 in Q1 2017.
- Funds reported $753M of Houlihan Lokey stock for Q2 2017, up 0.4% quarter-over-quarter.
- 22 funds opened new Houlihan Lokey positions in Q2 2017 and 10 closed out, a net change of +12 holders.
- The largest Houlihan Lokey buyer in Q2 2017 was Neuberger Berman Group, an estimated $22.3M added.
- The largest Houlihan Lokey seller in Q2 2017 was Royce & Associates, an estimated $13.2M sold.
Based on aggregated 13F filings for Q2 2017.