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Houlihan Lokey
HLI

Overview Fund Activity

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 31 closing their positions.

Holders
159
Holders Change
-7
Holders Change %
-4.22%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
59
Reduced
59
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$30.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$58.8M
3
RA
3
Royce & Associates
New York
$35.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$21.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$14.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$8.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.49M
3
JIR
3
James Investment Research
Ohio
$236K
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$41.9M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$115M 3,133,217 +46,707 +2%
BlackRock
2
BlackRock
New York
$88.3M 2,398,424 +34,926 +1%
Ameriprise
3
Ameriprise
Minnesota
$83.9M 2,280,564 +36,736 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$68.2M 1,853,152 +133,768 +8%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$58.8M 1,597,965 +453,540 +40%
AI
6
Ariel Investments
Illinois
$53.5M 1,453,401 +64,780 +5%
BAMCO Inc
7
BAMCO Inc
New York
$44.9M 1,220,069 -1,700 -0.1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$42.8M 1,161,826 -36,286 -3%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$41.9M 1,138,588 -216,794 -16%
BAM
10
Burgundy Asset Management
Ontario, Canada
$39.3M 1,067,600 +6,530 +0.6%
AllianceBernstein
11
AllianceBernstein
Tennessee
$38.2M 1,038,367 +16,636 +2%
RA
12
Royce & Associates
New York
$35.1M 952,680 +226,952 +31%
Goldman Sachs
13
Goldman Sachs
New York
$33.7M 914,451 +37,788 +4%
WHG
14
Westwood Holdings Group
Texas
$30.6M 832,389 +518,344 +165%
State Street
15
State Street
Massachusetts
$26.8M 728,585 +24,139 +3%
Bank of America
16
Bank of America
North Carolina
$25.5M 693,871 -117,498 -14%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$23.4M 635,810 -143,634 -18%
OCU
18
ORIX Corporation USA
Texas
$22.4M 609,721 – –
Renaissance Technologies
19
Renaissance Technologies
New York
$21.9M 595,800 +182,600 +44%
Wells Fargo
20
Wells Fargo
California
$21.7M 590,704 -30,034 -5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$21.2M 576,789 +16,589 +3%
Northern Trust
22
Northern Trust
Illinois
$21M 571,970 -20,276 -3%
Franklin Resources
23
Franklin Resources
California
$19.7M 536,316 -576 -0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$18.4M 500,005 -24,921 -5%
EARNEST Partners
25
EARNEST Partners
Georgia
$17.5M 476,170 -15,633 -3%
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