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Houlihan Lokey
HLI

Overview Fund Activity

192 hedge funds and large institutions have $1.75B invested in Houlihan Lokey in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 21 closing their positions.

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
80
Reduced
50
Closed
21
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$1.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$23.2M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$87.1M
4
WHG
4
Westwood Holdings Group
Texas
$19.6M
5
BlackRock
5
BlackRock
New York
$115M

Top Sellers

1
OCU
1
ORIX Corporation USA
Texas
$4.35M
2
LCM
2
Laurion Capital Management
New York
$3.7M
3
Ameriprise
3
Ameriprise
Minnesota
$112M
4
SCA
4
Secor Capital Advisors
New York
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$9.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$155M 3,033,448 +83,237 +3%
BlackRock
2
BlackRock
New York
$115M 2,240,878 +380,225 +20%
Ameriprise
3
Ameriprise
Minnesota
$112M 2,184,819 -127,699 -6%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$87.1M 1,699,725 +422,235 +33%
AI
5
Ariel Investments
Illinois
$76.2M 1,487,106 -23,009 -2%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$64.8M 1,264,930 +378,091 +43%
BAMCO Inc
7
BAMCO Inc
New York
$62.6M 1,222,810 +203,621 +20%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$62.5M 1,220,174 +10,303 +0.9%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$60.8M 1,186,620 -45,545 -4%
BAM
10
Burgundy Asset Management
Ontario, Canada
$57.7M 1,126,190 -79,097 -7%
AllianceBernstein
11
AllianceBernstein
Tennessee
$49.1M 958,880 +61,161 +7%
Millennium Management
12
Millennium Management
New York
$42.9M 836,983 -35,947 -4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$37M 721,700 +721,700 New
Wells Fargo
14
Wells Fargo
California
$34.2M 667,033 -28,557 -4%
Goldman Sachs
15
Goldman Sachs
New York
$33.3M 649,491 -26,393 -4%
Allianz Asset Management
16
Allianz Asset Management
Germany
$31.7M 618,049 -44,494 -7%
State Street
17
State Street
Massachusetts
$31.5M 615,689 +59,252 +11%
Renaissance Technologies
18
Renaissance Technologies
New York
$30M 586,400 +317,300 +118%
RA
19
Royce & Associates
New York
$28.5M 556,170 -15,600 -3%
Northern Trust
20
Northern Trust
Illinois
$27.2M 531,598 +182,796 +52%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$27.1M 529,148 +34,779 +7%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$26.6M 520,286 +1,151 +0.2%
Franklin Resources
23
Franklin Resources
California
$23.4M 456,798 -730 -0.2%
EARNEST Partners
24
EARNEST Partners
Georgia
$23.2M 452,609 +452,609 New
WHG
25
Westwood Holdings Group
Texas
$19.6M 383,353 +383,353 New
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