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Houlihan Lokey
HLI

Overview Fund Activity

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.

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
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

1
Ameriprise
1
Ameriprise
Minnesota
$63.7M
2
LCM
2
Laurion Capital Management
New York
$24.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$117M
4
OCU
4
ORIX Corporation USA
Texas
$19.9M
5
BAMCO Inc
5
BAMCO Inc
New York
$16.5M

Top Sellers

1
RA
1
Royce & Associates
New York
$33.3M
2
Millennium Management
2
Millennium Management
New York
$7.91M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$4.19M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$117M 2,566,011 +522,170 +26%
BlackRock
2
BlackRock
New York
$93.9M 2,066,583 +151,682 +8%
AI
3
Ariel Investments
Illinois
$69.6M 1,533,036 -68 -0%
Ameriprise
4
Ameriprise
Minnesota
$63.7M 1,402,501 +638,781 +84%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$55.3M 1,218,212 -36,600 -3%
BAM
6
Burgundy Asset Management
Ontario, Canada
$54.9M 1,208,454 +27,987 +2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$49.7M 1,094,125 -64,665 -6%
CWAM
8
Columbia Wanger Asset Management
Illinois
$48M 1,055,757 +238,741 +29%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$41.1M 903,690 +133,641 +17%
AllianceBernstein
10
AllianceBernstein
Tennessee
$40.6M 893,432 -80,676 -8%
RA
11
Royce & Associates
New York
$33.3M 732,170 -178,999 -20%
Allianz Asset Management
12
Allianz Asset Management
Germany
$30.2M 664,394 +3,217 +0.5%
State Street
13
State Street
Massachusetts
$25.5M 561,657 +121,751 +28%
LCM
14
Laurion Capital Management
New York
$24.9M 547,900 +547,900 New
Macquarie Group
15
Macquarie Group
Australia
$22.2M 489,735 -89,696 -15%
Franklin Resources
16
Franklin Resources
California
$22.2M 488,042 -4,464 -0.9%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$21.3M 469,505 -92,971 -17%
Goldman Sachs
18
Goldman Sachs
New York
$20.9M 459,866 +230,114 +100%
OCU
19
ORIX Corporation USA
Texas
$19.9M 438,240 +438,240 New
Wells Fargo
20
Wells Fargo
California
$19.6M 432,105 +77,604 +22%
Bank of America
21
Bank of America
North Carolina
$19.6M 431,585 +9,069 +2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$18.9M 415,204 +85,971 +26%
BAMCO Inc
23
BAMCO Inc
New York
$16.5M 363,850 +363,850 New
Northern Trust
24
Northern Trust
Illinois
$15.6M 343,258 +17,554 +5%
TA
25
Teachers Advisors
New York
$15.1M 331,359 +4,766 +1%
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