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Houlihan Lokey

276 hedge funds and large institutions have $3.47B invested in Houlihan Lokey in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.18M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 92

2.38% more ownership

Funds ownership: 98.97%101.35% (+2.4%)

2% more capital invested

Capital invested by funds: $3.41B → $3.47B (+$60.1M)

4% less funds holding

Funds holding: 289276 (-13)

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
113
Reduced
92
Closed
45
Calls
$2.43M
Puts
$1.18M
Net Calls
+$1.25M
Net Calls Change
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
226
Macquarie Group
Australia
$91K -$20.2K -300 -18%
CI Investments Inc
227
CI Investments Inc
Ontario, Canada
$90K -$19.8K -294 -18%
FCA
228
FinTrust Capital Advisors
South Carolina
$86K +$27K +400 +44%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$81K -$945 -14 -1%
Bessemer Group
230
Bessemer Group
New Jersey
$71K +$68K +1,007 +1,767%
EW
231
Evoke Wealth
California
$60K
MAM
232
Meeder Asset Management
Ohio
$59K +$59.7K +885 New
PCG
233
Private Capital Group
Connecticut
$54K -$99.7K -1,477 -65%
SPIA
234
Steward Partners Investment Advisory
New York
$50.3K +$39.9K +592 +359%
AssetMark Inc
235
AssetMark Inc
California
$47K
FHA
236
First Horizon Advisors
Tennessee
$32K
AWA
237
Arkadios Wealth Advisors
Georgia
$32K +$32.5K +481 New
PA
238
Parallel Advisors
California
$31K -$1.28K -19 -4%
HWMA
239
Heritage Wealth Management (Arizona)
Arizona
$31K +$31.8K +471 New
Lazard Asset Management
240
Lazard Asset Management
New York
$26K
TPCW
241
TD Private Client Wealth
New York
$23.1K
JGIA
242
Jackson Grant Investment Advisers
Connecticut
$23K
CWC
243
Carolinas Wealth Consulting
North Carolina
$20K -$67 -1 -0.3%
VanEck Associates
244
VanEck Associates
New York
$20K +$20.8K +308 New
CCA
245
Column Capital Advisors
Indiana
$19K
LWA
246
Lenox Wealth Advisors
New York
$19K
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K
CMBA
248
C.M. Bidwell & Associates
Hawaii
$15K
S
249
SignatureFD
Georgia
$14K +$11.7K +174 +497%
KFP
250
KB Financial Partners
New Jersey
$14K +$14.6K +216 New