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Houlihan Lokey
HLI

Overview Fund Activity

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.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
44
Reduced
36
Closed
10
Calls
$211K
Puts
$35K
Net Calls
+$176K
Net Calls Change
-$312K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$41.6M
2
TA
2
Teachers Advisors
New York
$10.4M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$29.4M
4
Northern Trust
4
Northern Trust
Illinois
$10.4M
5
Ameriprise
5
Ameriprise
Minnesota
$26.3M

Top Sellers

1
RA
1
Royce & Associates
New York
$43.2M
2
Millennium Management
2
Millennium Management
New York
$11.1M
3
HCM
3
Hodges Capital Management
Texas
$435K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.59M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$65.2M 1,868,419 +46,764 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58M 1,661,986 +58,257 +4%
AI
3
Ariel Investments
Illinois
$53.7M 1,538,508 -28,227 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$43.6M 1,249,208 +10,724 +0.9%
RA
5
Royce & Associates
New York
$43.2M 1,239,036 -389,812 -24%
BAM
6
Burgundy Asset Management
Ontario, Canada
$42.9M 1,228,183 -10,635 -0.9%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$41.6M 1,193,275 +655,940 +122%
AllianceBernstein
8
AllianceBernstein
Tennessee
$33.3M 954,147 -6,758 -0.7%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$29.4M 843,812 +138,002 +20%
Ameriprise
10
Ameriprise
Minnesota
$26.3M 754,956 +113,420 +18%
Allianz Asset Management
11
Allianz Asset Management
Germany
$22.6M 646,947 -15,701 -2%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$20.7M 592,876 -63,943 -10%
Macquarie Group
13
Macquarie Group
Australia
$18.6M 533,280 -71,482 -12%
Franklin Resources
14
Franklin Resources
California
$16.7M 478,149 -25,257 -5%
State Street
15
State Street
Massachusetts
$14.7M 422,101 +107,332 +34%
Bank of America
16
Bank of America
North Carolina
$14.3M 410,072 -19,710 -5%
CWAM
17
Columbia Wanger Asset Management
Illinois
$11.7M 334,112 +67,137 +25%
Millennium Management
18
Millennium Management
New York
$11.1M 317,138 -278,464 -47%
Northern Trust
19
Northern Trust
Illinois
$10.4M 297,145 +119,118 +67%
TA
20
Teachers Advisors
New York
$10.4M 297,165 +239,964 +420%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$9.2M 263,714 -85,353 -24%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.78M 251,655 +1,017 +0.4%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$8.75M 250,763 -1,100 -0.4%
Wells Fargo
24
Wells Fargo
California
$8.04M 230,324 -3,341 -1%
Two Sigma Investments
25
Two Sigma Investments
New York
$7.82M 223,931 -142,694 -39%
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