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Houlihan Lokey
HLI

153 hedge funds and large institutions have $1.21B invested in Houlihan Lokey in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

66% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 38

36% more capital invested

Capital invested by funds: $894M → $1.21B (+$320M)

21% more funds holding

Funds holding: 126 → 153 (+27)

8.67% more ownership

Funds ownership: 92.02% → 100.69% (+8.7%)

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
63
Reduced
38
Closed
14
Calls
$930K
Puts
–
Net Calls
+$930K
Net Calls Change
+$539K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$27.3M
2
LCM
Laurion Capital Management
New York
+$23.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$22.3M
4
BAMCO Inc
BAMCO Inc
New York
+$15.6M
5
JIR
James Investment Research
Ohio
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$7.66M
2
Millennium Management
Millennium Management
New York
-$6.19M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$6.05M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.25M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.98M

HLI Hedge Fund Activity: Q4 2017 in Review

153 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q4 2017, worth a combined $1.21B — up 36% from $894M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HLI positions and 14 closed out — a net gain of 27 holders — while 63 added to existing stakes and 38 trimmed.

The largest buyer was Ameriprise, adding an estimated $27.3M. The largest seller was Royce & Associates, cutting an estimated $7.66M.

  • 153 institutional investors held Houlihan Lokey (HLI) as of Q4 2017, up from 126 in Q3 2017.
  • Funds reported $1.21B of Houlihan Lokey stock for Q4 2017, up 36% quarter-over-quarter.
  • 41 funds opened new Houlihan Lokey positions in Q4 2017 and 14 closed out, a net change of +27 holders.
  • The largest Houlihan Lokey buyer in Q4 2017 was Ameriprise, an estimated $27.3M added.
  • The largest Houlihan Lokey seller in Q4 2017 was Royce & Associates, an estimated $7.66M sold.

Based on aggregated 13F filings for Q4 2017.