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Houlihan Lokey

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

24% more capital invested

Capital invested by funds: $3.47B → $4.29B (+$822M)

9% more funds holding

Funds holding: 276302 (+26)

1.08% more ownership

Funds ownership: 101.35%102.43% (+1.1%)

13% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 112

20% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.64M

Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
251
Panagora Asset Management
Massachusetts
$115K -$168K -2,323 -62%
Macquarie Group
252
Macquarie Group
Australia
$112K
FCA
253
FinTrust Capital Advisors
South Carolina
$106K
EW
254
Evoke Wealth
California
$74K
PCG
255
Private Capital Group
Connecticut
$70K +$2.97K +41 +5%
MAM
256
Meeder Asset Management
Ohio
$69K -$2.97K -41 -5%
VanEck Associates
257
VanEck Associates
New York
$59K +$30.3K +418 +136%
AssetMark Inc
258
AssetMark Inc
California
$58K
SPIA
259
Steward Partners Investment Advisory
New York
$51K -$9.34K -129 -17%
CFB
260
Cullen/Frost Bankers
Texas
$48K +$42.4K +585 New
PA
261
Parallel Advisors
California
$41K +$3.11K +43 +9%
Simplex Trading
262
Simplex Trading
Illinois
$40K +$36.1K +499 New
AWA
263
Arkadios Wealth Advisors
Georgia
$39K +$217 +3 +0.6%
ETC
264
Exchange Traded Concepts
Oklahoma
$32K +$28.2K +390 New
FHA
265
First Horizon Advisors
Tennessee
$31K -$7.09K -98 -20%
JGIA
266
Jackson Grant Investment Advisers
Connecticut
$29K
TPCW
267
TD Private Client Wealth
New York
$28.1K -$217 -3 -0.9%
VCM
268
Versant Capital Management
Arizona
$25K +$11.7K +162 +113%
CWC
269
Carolinas Wealth Consulting
North Carolina
$24K
CCA
270
Column Capital Advisors
Indiana
$24K
LWA
271
Lenox Wealth Advisors
New York
$23K -$72 -1 -0.3%
First Eagle Investment Management
272
First Eagle Investment Management
New York
$23K +$20.5K +283 New
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K
CMBA
274
C.M. Bidwell & Associates
Hawaii
$18K
S
275
SignatureFD
Georgia
$17K +$217 +3 +1%