Houlihan Lokey
HLI
159 hedge funds and large institutions have $1.26B invested in Houlihan Lokey in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 30 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 59
1.09% less ownership
Funds ownership: 100.11% → 99.03% (-1.1%)
4% less funds holding
Funds holding: 165 → 159 (-6)
17% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 30
18% less capital invested
Capital invested by funds: $1.54B → $1.26B (-$276M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$21.1M |
| 2 |
Neuberger Berman Group
New York
|
+$18.5M |
| 3 |
RA
Royce & Associates
New York
|
+$9.25M |
| 4 |
Renaissance Technologies
New York
|
+$7.44M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$5.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$33M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$12.8M |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
-$10M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$8.84M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$8.8M |
HLI Hedge Fund Activity: Q4 2018 in Review
159 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q4 2018, worth a combined $1.26B — down 18% from $1.54B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of HLI and 25 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 59 added.
The largest buyer was Westwood Holdings Group, adding an estimated $21.1M. The largest seller was Millennium Management, cutting an estimated $33M.
- 159 institutional investors held Houlihan Lokey (HLI) as of Q4 2018, down from 165 in Q3 2018.
- Funds reported $1.26B of Houlihan Lokey stock for Q4 2018, down 18% quarter-over-quarter.
- 25 funds opened new Houlihan Lokey positions in Q4 2018 and 30 closed out, a net change of -5 holders.
- The largest Houlihan Lokey buyer in Q4 2018 was Westwood Holdings Group, an estimated $21.1M added.
- The largest Houlihan Lokey seller in Q4 2018 was Millennium Management, an estimated $33M sold.
Based on aggregated 13F filings for Q4 2018.