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Houlihan Lokey
HLI

Overview Fund Activity

188 hedge funds and large institutions have $1.88B invested in Houlihan Lokey in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 24 closing their positions.

Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
70
Reduced
46
Closed
24
Calls
–
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$1.2M

Top Buyers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$63.1M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$70.8M
3
ECM
3
Element Capital Management
New York
$21.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$66.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$18.2M

Top Sellers

1
OCU
1
ORIX Corporation USA
Texas
$150M
2
AI
2
Ariel Investments
Illinois
$48.5M
3
RA
3
Royce & Associates
New York
$26M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$10.6M
5
Ameriprise
5
Ameriprise
Minnesota
$83.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OCU
1
ORIX Corporation USA
Texas
$150M 3,377,935 -731,786 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$144M 3,237,107 +68,935 +2%
BlackRock
3
BlackRock
New York
$108M 2,434,525 +89,916 +4%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$102M 2,282,049 +65,804 +3%
Ameriprise
5
Ameriprise
Minnesota
$83.5M 1,875,399 -152,813 -8%
EARNEST Partners
6
EARNEST Partners
Georgia
$70.8M 1,589,115 +1,097,619 +223%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$68M 1,525,940 -37,065 -2%
Goldman Sachs
8
Goldman Sachs
New York
$66.1M 1,484,683 +463,169 +45%
VBA
9
Van Berkom & Associates
Quebec, Canada
$63.1M 1,416,322 +1,153,459 +439%
BAMCO Inc
10
BAMCO Inc
New York
$58.9M 1,322,019 – –
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$55M 1,234,532 +22,322 +2%
Bank of America
12
Bank of America
North Carolina
$50M 1,123,087 +288,528 +35%
AI
13
Ariel Investments
Illinois
$48.5M 1,089,117 -288,229 -21%
AllianceBernstein
14
AllianceBernstein
Tennessee
$46.9M 1,053,931 -18,949 -2%
BAM
15
Burgundy Asset Management
Ontario, Canada
$41.7M 935,849 -9,245 -1%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$37.4M 839,317 -35,347 -4%
WHG
17
Westwood Holdings Group
Texas
$34.4M 772,107 -87,024 -10%
State Street
18
State Street
Massachusetts
$32.9M 739,687 +14,324 +2%
Wells Fargo
19
Wells Fargo
California
$32.3M 725,659 +39,512 +6%
Franklin Resources
20
Franklin Resources
California
$28.7M 644,484 +6,154 +1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$27.7M 623,059 +2,195 +0.4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$27.6M 620,816 -45,692 -7%
Northern Trust
23
Northern Trust
Illinois
$27.4M 616,053 +14,566 +2%
RA
24
Royce & Associates
New York
$26M 583,149 -232,830 -29%
TCM
25
TimesSquare Capital Management
New York
$23.8M 533,968 +137,300 +35%
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