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Houlihan Lokey

89 hedge funds and large institutions have $391M invested in Houlihan Lokey in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

31% more capital invested

Capital invested by funds: $299M → $391M (+$92M)

16% more funds holding

Funds holding: 7789 (+12)

0.12% more ownership

Funds ownership: 99.28%99.39% (+0.12%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $311K

Holders
89
Holders Change
+12
Holders Change %
+15.58%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
39
Reduced
19
Closed
6
Calls
Puts
$311K
Net Calls
-$311K
Net Calls Change
-$219K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$2.52M +$336K +12,399 +18%
PPA
27
Parametric Portfolio Associates
Washington
$2.22M -$1.05M -38,758 -35%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.14M +$833K +30,707 +81%
OAM
29
Oxford Asset Management
United Kingdom
$2.12M +$807K +29,768 +78%
Morgan Stanley
30
Morgan Stanley
New York
$2.07M +$976K +35,975 +118%
Millennium Management
31
Millennium Management
New York
$1.97M -$6.37M -234,927 -79%
BIM
32
BlackRock Investment Management
Delaware
$1.48M +$1.76K +65 +0.1%
MC
33
Menta Capital
California
$1.31M +$1.15M +42,245 New
DCM
34
Dupont Capital Management
Delaware
$1.29M +$1.12M +41,375 New
Deutsche Bank
35
Deutsche Bank
Germany
$1.28M +$410K +15,114 +58%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$1.14M +$165K +6,076 +20%
BA
37
BlackRock Advisors
Delaware
$1.08M +$809K +29,831 +602%
SCA
38
Secor Capital Advisors
New York
$1.02M +$373K +13,762 +72%
Wells Fargo
39
Wells Fargo
California
$1M +$759K +27,966 +666%
American Century Companies
40
American Century Companies
Missouri
$943K +$822K +30,289 New
HCM
41
Highbridge Capital Management
New York
$835K +$728K +26,824 New
TA
42
Teachers Advisors
New York
$786K +$163K +6,000 +31%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$784K -$19K -700 -3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$751K +$655K +24,132 New
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$706K +$616K +22,700 New
UBS Group
46
UBS Group
Switzerland
$682K +$28.2K +1,038 +5%
Swiss National Bank
47
Swiss National Bank
Switzerland
$636K
CS
48
Credit Suisse
Switzerland
$635K +$223K +8,240 +68%
Charles Schwab
49
Charles Schwab
California
$626K
CIC
50
Cornercap Investment Counsel
Georgia
$605K +$528K +19,455 New