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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
Millennium Management
276
Millennium Management
New York
-$7.97M -118,496 Closed
GC
277
Gillson Capital
Illinois
-$3.56M -52,967 Closed
AII
278
AGF Investments Inc
Ontario, Canada
-$3.36M -50,000 Closed
SSA
279
Schonfeld Strategic Advisors
New York
-$2.21M -32,800 Closed
MWNA
280
Marshall Wace North America
New York
-$1.97M -29,296 Closed
Arrowstreet Capital
281
Arrowstreet Capital
Massachusetts
-$1.8M -26,813 Closed
KOCAA
282
Knights of Columbus Asset Advisors
Connecticut
-$1.55M -23,014 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
283
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.37M -20,400 Closed
CIC
284
Cornercap Investment Counsel
Georgia
-$892K -18,260 Closed
Thrivent Financial for Lutherans
285
Thrivent Financial for Lutherans
Minnesota
-$1.13M -16,776 Closed
DTL
286
Dynamic Technology Lab
Singapore
-$1.12M -16,686 Closed
Balyasny Asset Management
287
Balyasny Asset Management
Illinois
-$987K -14,675 Closed
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
-$735K -10,893 Closed
PP
289
PDT Partners
New York
-$629K -9,352 Closed
ECM
290
ExodusPoint Capital Management
New York
-$622K -9,252 Closed
CC
291
Centiva Capital
New York
-$592K -8,809 Closed
TC
292
TwinBeech Capital
New York
-$488K -7,255 Closed
FI
293
FormulaFolio Investments
Michigan
-$386K -5,748 Closed
FC
294
FORA Capital
Florida
-$357K -5,310 Closed
P
295
Pitcairn
Pennsylvania
-$319K -4,739 Closed
SM
296
Sciencast Management
New Jersey
-$326K -4,732 Closed
Two Sigma Investments
297
Two Sigma Investments
New York
-$314K -4,676 Closed
BIM
298
Bogle Investment Management
Massachusetts
-$296K -4,400 Closed
TA
299
Tiedemann Advisors
New York
-$296K -4,400 Closed
BRWA
300
B. Riley Wealth Advisors
Florida
-$282K -4,192 Closed