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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
CTC
276
Central Trust Company
Missouri
$16K
IPW
277
IronBridge Private Wealth
Texas
$15K
KFP
278
KB Financial Partners
New Jersey
$14K -$3.33K -46 -21%
MGIM
279
M&G Investment Management
United Kingdom
$10.6K +$9.33M +128,913 New
GRP
280
Global Retirement Partners
California
$9K
IFAM
281
Institutional & Family Asset Management
Colorado
$9K
Jones Financial Companies
282
Jones Financial Companies
Missouri
$9K
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$9K +$7.75K +107 New
First Manhattan
284
First Manhattan
New York
$8K
SWM
285
Spire Wealth Management
Virginia
$8K
TWA
286
TCI Wealth Advisors
Arizona
$8K +$4.34K +60 +158%
QCG
287
Quadrant Capital Group
Ohio
$7K +$2.03K +28 +47%
BMD
288
Better Money Decisions
New Mexico
$6K
SL
289
Savior LLC
Massachusetts
$6K
NFG
290
Next Financial Group
Texas
$5K -$290 -4 -7%
HWMA
291
Heritage Wealth Management (Arizona)
Arizona
$4K -$30.6K -422 -90%
BAM
292
Bellevue Asset Management
Washington
$4K -$362 -5 -9%
CA
293
Crewe Advisors
Utah
$3K -$6.73K -93 -70%
AAP
294
Arax Advisory Partners
Colorado
$3K +$2.61K +36 New
AIG
295
American International Group
New York
$2.38K -$76.8K -1,061 -4%
BFC
296
Bedel Financial Consulting
Indiana
$2K
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$2K
LWM
298
Liberty Wealth Management
California
$2K +$1.96K +27 New
EBA
299
Eagle Bay Advisors
New York
$1K +$72 +1 New
GWS
300
Glassman Wealth Services
Virginia
$1K +$869 +12 New