Houlihan Lokey
188 hedge funds and large institutions have $1.89B invested in Houlihan Lokey in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 24 closing their positions.
92% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 24
49% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 47
12% more funds holding
Funds holding: 168 → 188 (+20)
7% more capital invested
Capital invested by funds: $1.76B → $1.89B (+$131M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.59% less ownership
Funds ownership: 111.34% → 110.75% (-0.59%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$53.9M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
+$51.3M |
| 3 |
ECM
Element Capital Management
New York
|
+$22.5M |
| 4 |
Goldman Sachs
New York
|
+$21.6M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCU
ORIX Corporation USA
Dallas,
Texas
|
-$34.2M |
| 2 |
AI
Ariel Investments
Chicago,
Illinois
|
-$13.5M |
| 3 |
RA
Royce & Associates
New York
|
-$10.9M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$8.95M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.14M |
HLI Hedge Fund Activity: Q2 2019 in Review
188 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2019, worth a combined $1.89B — up 7.4% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new HLI positions and 24 closed out — a net gain of 22 holders — while 70 added to existing stakes and 47 trimmed.
The largest buyer was Van Berkom & Associates, adding an estimated $53.9M. The largest seller was ORIX Corporation USA, cutting an estimated $34.2M.
- 188 institutional investors held Houlihan Lokey (HLI) as of Q2 2019, up from 168 in Q1 2019.
- Funds reported $1.89B of Houlihan Lokey stock for Q2 2019, up 7.4% quarter-over-quarter.
- 46 funds opened new Houlihan Lokey positions in Q2 2019 and 24 closed out, a net change of +22 holders.
- The largest Houlihan Lokey buyer in Q2 2019 was Van Berkom & Associates, an estimated $53.9M added.
- The largest Houlihan Lokey seller in Q2 2019 was ORIX Corporation USA, an estimated $34.2M sold.
Based on aggregated 13F filings for Q2 2019.