Houlihan Lokey
HLI
165 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, 48 reducing their positions, and 43 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 48
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.39% less ownership
Funds ownership: 101.5% → 100.11% (-1.4%)
12% less capital invested
Capital invested by funds: $1.75B → $1.54B (-$208M)
14% less funds holding
Funds holding: 191 → 165 (-26)
60% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 43
90% less call options, than puts
Call options by funds: $597K | Put options by funds: $6.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCU
ORIX Corporation USA
Dallas,
Texas
|
+$25.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$25.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$17.6M |
| 4 |
Goldman Sachs
New York
|
+$11M |
| 5 |
Millennium Management
New York
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$15.8M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$10.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.94M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$9.32M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$9.19M |
HLI Hedge Fund Activity: Q3 2018 in Review
165 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q3 2018, worth a combined $1.54B — down 12% from $1.75B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of HLI and 17 opened new positions — a net loss of 26 holders — while 48 trimmed existing stakes and 72 added.
The largest buyer was ORIX Corporation USA, adding an estimated $25.4M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $15.8M sold.
- 165 institutional investors held Houlihan Lokey (HLI) as of Q3 2018, down from 191 in Q2 2018.
- Funds reported $1.54B of Houlihan Lokey stock for Q3 2018, down 12% quarter-over-quarter.
- 17 funds opened new Houlihan Lokey positions in Q3 2018 and 43 closed out, a net change of -26 holders.
- The largest Houlihan Lokey buyer in Q3 2018 was ORIX Corporation USA, an estimated $25.4M added.
- The largest Houlihan Lokey seller in Q3 2018 was Alyeska Investment Group, an estimated $15.8M sold.
Based on aggregated 13F filings for Q3 2018.