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Houlihan Lokey
HLI

Overview Fund Activity

170 hedge funds and large institutions have $1.36B invested in Houlihan Lokey in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 22 closing their positions.

Holders
170
Holders Change
+17
Holders Change %
+11.11%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
62
Reduced
46
Closed
22
Calls
$486K
Puts
–
Net Calls
+$486K
Net Calls Change
-$444K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$57M
2
Ameriprise
2
Ameriprise
Minnesota
$103M
3
Millennium Management
3
Millennium Management
New York
$38.9M
4
BAMCO Inc
4
BAMCO Inc
New York
$45.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$132M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$83M
3
LCM
3
Laurion Capital Management
New York
$15.7M
4
RA
4
Royce & Associates
New York
$25.5M
5
Macquarie Group
5
Macquarie Group
Australia
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$132M 2,950,211 +384,200 +15%
Ameriprise
2
Ameriprise
Minnesota
$103M 2,312,518 +910,017 +65%
BlackRock
3
BlackRock
New York
$83M 1,860,653 -205,930 -10%
AI
4
Ariel Investments
Illinois
$67.4M 1,510,115 -22,921 -1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$57M 1,277,490 +1,177,361 +1,176%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$55M 1,232,165 +138,040 +13%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$54M 1,209,871 -8,341 -0.7%
BAM
8
Burgundy Asset Management
Ontario, Canada
$53.8M 1,205,287 -3,167 -0.3%
BAMCO Inc
9
BAMCO Inc
New York
$45.5M 1,019,189 +655,339 +180%
AllianceBernstein
10
AllianceBernstein
Tennessee
$40M 897,719 +4,287 +0.5%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$39.6M 886,839 -16,851 -2%
Millennium Management
12
Millennium Management
New York
$38.9M 872,930 +698,759 +401%
Wells Fargo
13
Wells Fargo
California
$31M 695,590 +263,485 +61%
Goldman Sachs
14
Goldman Sachs
New York
$30.1M 675,884 +216,018 +47%
Allianz Asset Management
15
Allianz Asset Management
Germany
$29.5M 662,543 -1,851 -0.3%
RA
16
Royce & Associates
New York
$25.5M 571,770 -160,400 -22%
State Street
17
State Street
Massachusetts
$24.8M 556,437 -5,220 -0.9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$23.2M 519,135 +103,931 +25%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$22M 494,369 +316,150 +177%
Franklin Resources
20
Franklin Resources
California
$20.4M 457,528 -30,514 -6%
OCU
21
ORIX Corporation USA
Texas
$19.5M 438,240 – –
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$16.2M 363,492 -106,013 -23%
LCM
23
Laurion Capital Management
New York
$15.7M 351,686 -196,214 -36%
Northern Trust
24
Northern Trust
Illinois
$15.6M 348,802 +5,544 +2%
JIR
25
James Investment Research
Ohio
$15.5M 346,611 +16,624 +5%
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