Houlihan Lokey
HLI
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.
82% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 22
35% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 46
12% more capital invested
Capital invested by funds: $1.21B → $1.36B (+$150M)
11% more funds holding
Funds holding: 153 → 170 (+17)
6.27% more ownership
Funds ownership: 100.69% → 106.95% (+6.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$55.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$43.1M |
| 3 |
Millennium Management
New York
|
+$33.1M |
| 4 |
BAMCO Inc
New York
|
+$31M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$11M |
| 2 |
BlackRock
New York
|
-$9.75M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$9.29M |
| 4 |
RA
Royce & Associates
New York
|
-$7.59M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$6.88M |
HLI Hedge Fund Activity: Q1 2018 in Review
170 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q1 2018, worth a combined $1.36B — up 12% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new HLI positions and 22 closed out — a net gain of 18 holders — while 62 added to existing stakes and 46 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $55.7M. The largest seller was Fidelity Investments, exiting entirely with an estimated $11M sold.
- 170 institutional investors held Houlihan Lokey (HLI) as of Q1 2018, up from 153 in Q4 2017.
- Funds reported $1.36B of Houlihan Lokey stock for Q1 2018, up 12% quarter-over-quarter.
- 40 funds opened new Houlihan Lokey positions in Q1 2018 and 22 closed out, a net change of +18 holders.
- The largest Houlihan Lokey buyer in Q1 2018 was Kayne Anderson Rudnick Investment Management, an estimated $55.7M added.
- The largest Houlihan Lokey seller in Q1 2018 was Fidelity Investments, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2018.