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Houlihan Lokey

192 hedge funds and large institutions have $1.75B invested in Houlihan Lokey in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

28% more capital invested

Capital invested by funds: $1.36B → $1.75B (+$387M)

13% more funds holding

Funds holding: 170192 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.98% less ownership

Funds ownership: 106.95%101.97% (-5%)

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
80
Reduced
50
Closed
21
Calls
$1.81M
Puts
Net Calls
+$1.81M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$18.9M +$242K +5,060 +1%
Stifel Financial
27
Stifel Financial
Missouri
$17.9M +$951K +19,895 +6%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$17.8M +$3.03M +63,458 +22%
TA
29
Teachers Advisors
New York
$17.4M +$1.23M +25,729 +8%
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$15.8M +$4.04M +84,416 +38%
Bank of America
31
Bank of America
North Carolina
$15M -$1.43M -29,906 -9%
JP Morgan Chase
32
JP Morgan Chase
New York
$15M +$2.78M +58,171 +25%
JIR
33
James Investment Research
Ohio
$14.7M -$2.85M -59,585 -17%
Deutsche Bank
34
Deutsche Bank
Germany
$14.7M +$6.7M +140,013 +96%
Macquarie Group
35
Macquarie Group
Australia
$14.3M -$3.12M -65,149 -19%
TCIM
36
TIAA CREF Investment Management
New York
$13.6M +$4.55M +95,128 +56%
Principal Financial Group
37
Principal Financial Group
Iowa
$12.8M -$643K -13,454 -5%
PAM
38
Panagora Asset Management
Massachusetts
$12.6M +$2.93M +61,186 +33%
Prudential Financial
39
Prudential Financial
New Jersey
$11.3M +$27.3K +570 +0.3%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$11.1M +$7.92M +165,698 +322%
American Century Companies
41
American Century Companies
Missouri
$9.32M -$4.04M -84,550 -32%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$9.19M -$5.57M -116,502 -39%
Charles Schwab
43
Charles Schwab
California
$8.68M +$1.06M +22,114 +15%
Citadel Advisors
44
Citadel Advisors
Florida
$7.87M +$3.24M +67,780 +79%
MIM
45
Monashee Investment Management
Massachusetts
$7.26M
Natixis Advisors
46
Natixis Advisors
Massachusetts
$7.02M +$1.48M +31,020 +29%
Morgan Stanley
47
Morgan Stanley
New York
$6.55M -$2.98M -62,252 -33%
First Trust Advisors
48
First Trust Advisors
Illinois
$6.54M -$455K -9,512 -7%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$6.42M +$1.02M +21,300 +20%
UBS Group
50
UBS Group
Switzerland
$5.27M +$4.21M +88,081 +595%