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Houlihan Lokey
HLI

191 hedge funds and large institutions have $1.75B invested in Houlihan Lokey in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

28% more capital invested

Capital invested by funds: $1.36B → $1.75B (+$384M)

12% more funds holding

Funds holding: 170 → 191 (+21)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.45% less ownership

Funds ownership: 106.95% → 101.5% (-5.5%)

Holders
191
Holders Change
+21
Holders Change %
+12.35%
% of All Funds
4.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
44
Increased
80
Reduced
50
Closed
21
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.33M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.5M
2
EARNEST Partners
EARNEST Partners
Georgia
+$21.6M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$20.2M
4
WHG
Westwood Holdings Group
Texas
+$18.3M
5
BlackRock
BlackRock
New York
+$18.2M

Top Sellers

Rank Fund Capital Flow
1
OCU
ORIX Corporation USA
Texas
-$16.9M
2
LCM
Laurion Capital Management
New York
-$13.4M
3
SCA
Secor Capital Advisors
New York
-$6.43M
4
Ameriprise
Ameriprise
Minnesota
-$6.11M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.57M

HLI Hedge Fund Activity: Q2 2018 in Review

191 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2018, worth a combined $1.75B — up 28% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HLI positions and 21 closed out — a net gain of 23 holders — while 80 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $34.5M. The largest seller was ORIX Corporation USA, cutting an estimated $16.9M.

  • 191 institutional investors held Houlihan Lokey (HLI) as of Q2 2018, up from 170 in Q1 2018.
  • Funds reported $1.75B of Houlihan Lokey stock for Q2 2018, up 28% quarter-over-quarter.
  • 44 funds opened new Houlihan Lokey positions in Q2 2018 and 21 closed out, a net change of +23 holders.
  • The largest Houlihan Lokey buyer in Q2 2018 was Fidelity Investments, an estimated $34.5M added.
  • The largest Houlihan Lokey seller in Q2 2018 was ORIX Corporation USA, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2018.