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Houlihan Lokey

153 hedge funds and large institutions have $1.21B invested in Houlihan Lokey in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

66% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 38

36% more capital invested

Capital invested by funds: $894M → $1.21B (+$320M)

21% more funds holding

Funds holding: 126153 (+27)

8.67% more ownership

Funds ownership: 92.02%100.69% (+8.7%)

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
63
Reduced
38
Closed
14
Calls
$930K
Puts
Net Calls
+$930K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
26
James Investment Research
Ohio
$15M +$10.7M +250,142 +313%
JP Morgan Chase
27
JP Morgan Chase
New York
$14.3M +$1.53M +35,841 +13%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$12.2M +$879K +20,548 +8%
Principal Financial Group
29
Principal Financial Group
Iowa
$11.9M +$2.12M +49,433 +23%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$11M
Prudential Financial
31
Prudential Financial
New Jersey
$10.9M +$594K +13,889 +6%
PAM
32
Panagora Asset Management
Massachusetts
$8.87M +$947K +22,130 +13%
American Century Companies
33
American Century Companies
Missouri
$8.4M -$287K -6,699 -3%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$8.1M +$1.07M +25,065 +16%
Millennium Management
35
Millennium Management
New York
$7.91M -$6.19M -144,598 -45%
TCIM
36
TIAA CREF Investment Management
New York
$7.66M -$229K -5,341 -3%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$6.86M +$5.45M +127,400 +540%
First Trust Advisors
38
First Trust Advisors
Illinois
$6.51M +$6.13M +143,278 New
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.98M +$1.05M +24,518 +23%
Charles Schwab
40
Charles Schwab
California
$5.96M +$453K +10,576 +9%
Morgan Stanley
41
Morgan Stanley
New York
$5.32M +$2.34M +54,686 +88%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$4.84M +$4.55M +106,300 +57,151%
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$4.55M +$4.28M +100,129 New
Two Sigma Advisers
44
Two Sigma Advisers
New York
$4.19M -$6.05M -141,461 -61%
ERSOT
45
Employees Retirement System of Texas
Texas
$4.18M +$3.94M +92,000 New
SGAM
46
Smith Group Asset Management
Texas
$4.04M -$15.4K -360 -0.4%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$3.47M +$991K +23,152 +43%
Norges Bank
48
Norges Bank
Norway
$3.33M +$1.07M +25,000 +52%
DIA
49
Dean Investment Associates
Ohio
$3.03M -$3.47M -81,050 -55%
PPA
50
Parametric Portfolio Associates
Washington
$2.83M -$309K -7,225 -10%