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Houlihan Lokey
HLI

Overview Fund Activity

194 hedge funds and large institutions have $1.82B invested in Houlihan Lokey in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 44 reducing their positions, and 34 closing their positions.

Holders
194
Holders Change
+6
Holders Change %
+3.19%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
86
Reduced
44
Closed
34
Calls
$1M
Puts
$6.8M
Net Calls
-$5.8M
Net Calls Change
-$3.35M

Top Buyers

1
BlackRock
1
BlackRock
New York
$134M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M
3
GKIM
3
GW&K Investment Management
Massachusetts
$25.2M
4
RA
4
Royce & Associates
New York
$44.6M
5
TCM
5
TimesSquare Capital Management
New York
$41.2M

Top Sellers

1
OCU
1
ORIX Corporation USA
Texas
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$48.5M
3
ECM
3
Element Capital Management
New York
$4.87M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$6.85M
5
APG Asset Management
5
APG Asset Management
Netherlands
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$168M 3,715,291 +478,184 +15%
BlackRock
2
BlackRock
New York
$134M 2,964,197 +529,672 +22%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$104M 2,301,824 +19,775 +0.9%
Ameriprise
4
Ameriprise
Minnesota
$83M 1,839,499 -35,900 -2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$72.1M 1,597,855 +71,915 +5%
EARNEST Partners
6
EARNEST Partners
Georgia
$71.6M 1,587,046 -2,069 -0.1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$67.7M 1,500,814 +266,282 +22%
BAMCO Inc
8
BAMCO Inc
New York
$59.6M 1,322,019 – –
Bank of America
9
Bank of America
North Carolina
$50.9M 1,128,055 +4,968 +0.4%
WHG
10
Westwood Holdings Group
Texas
$49.7M 1,101,228 +329,121 +43%
AI
11
Ariel Investments
Illinois
$49.3M 1,093,722 +4,605 +0.4%
AllianceBernstein
12
AllianceBernstein
Tennessee
$49.1M 1,088,079 +34,148 +3%
Goldman Sachs
13
Goldman Sachs
New York
$48.5M 1,076,145 -408,538 -28%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$45.6M 1,010,845 +171,528 +20%
RA
15
Royce & Associates
New York
$44.6M 988,218 +405,069 +69%
BAM
16
Burgundy Asset Management
Ontario, Canada
$42.5M 943,149 +7,300 +0.8%
TCM
17
TimesSquare Capital Management
New York
$41.2M 912,968 +379,000 +71%
State Street
18
State Street
Massachusetts
$37.1M 822,649 +82,962 +11%
Franklin Resources
19
Franklin Resources
California
$34.7M 768,755 +124,271 +19%
Wells Fargo
20
Wells Fargo
California
$33.3M 738,307 +12,648 +2%
Northern Trust
21
Northern Trust
Illinois
$32.1M 711,655 +95,602 +16%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$28.7M 637,264 +14,205 +2%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$26.6M 589,992 -30,824 -5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$25.4M 562,298 +73,176 +15%
GKIM
25
GW&K Investment Management
Massachusetts
$25.2M 557,902 +467,916 +520%
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