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Houlihan Lokey
HLI

Overview Fund Activity

166 hedge funds and large institutions have $1.54B invested in Houlihan Lokey in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 43 closing their positions.

Holders
166
Holders Change
-26
Holders Change %
-13.54%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
72
Reduced
49
Closed
43
Calls
$597K
Puts
$6.2M
Net Calls
-$5.61M
Net Calls Change
-$7.42M

Top Buyers

1
OCU
1
ORIX Corporation USA
Texas
$27.4M
2
Bank of America
2
Bank of America
North Carolina
$36.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$39.4M
5
Millennium Management
5
Millennium Management
New York
$47.1M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
Macquarie Group
2
Macquarie Group
Australia
$2.47M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.64M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$139M 3,086,510 +53,062 +2%
BlackRock
2
BlackRock
New York
$106M 2,363,498 +122,620 +5%
Ameriprise
3
Ameriprise
Minnesota
$101M 2,243,828 +59,009 +3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$77.3M 1,719,384 +19,659 +1%
AI
5
Ariel Investments
Illinois
$62.4M 1,388,621 -98,485 -7%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$60.9M 1,355,382 +90,452 +7%
BAMCO Inc
7
BAMCO Inc
New York
$54.9M 1,221,769 -1,041 -0.1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$53.8M 1,198,112 -22,062 -2%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$51.4M 1,144,425 -42,195 -4%
BAM
10
Burgundy Asset Management
Ontario, Canada
$47.7M 1,061,070 -65,120 -6%
Millennium Management
11
Millennium Management
New York
$47.1M 1,047,957 +210,974 +25%
AllianceBernstein
12
AllianceBernstein
Tennessee
$45.9M 1,021,731 +62,851 +7%
Goldman Sachs
13
Goldman Sachs
New York
$39.4M 876,663 +227,172 +35%
Bank of America
14
Bank of America
North Carolina
$36.5M 811,369 +518,751 +177%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$35M 779,444 +57,744 +8%
RA
16
Royce & Associates
New York
$32.6M 725,728 +169,558 +30%
State Street
17
State Street
Massachusetts
$31.6M 704,446 +88,757 +14%
Wells Fargo
18
Wells Fargo
California
$27.9M 620,738 -46,295 -7%
OCU
19
ORIX Corporation USA
Texas
$27.4M 609,721 +524,721 +617%
Northern Trust
20
Northern Trust
Illinois
$26.6M 592,246 +60,648 +11%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$25.2M 560,200 +39,914 +8%
Franklin Resources
22
Franklin Resources
California
$24.1M 536,892 +80,094 +18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$23.6M 524,926 -4,222 -0.8%
Allianz Asset Management
24
Allianz Asset Management
Germany
$23.6M 524,138 -93,911 -15%
Citadel Advisors
25
Citadel Advisors
Florida
$23.3M 517,527 +363,951 +237%
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