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Houlihan Lokey

159 hedge funds and large institutions have $1.26B invested in Houlihan Lokey in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

1.12% less ownership

Funds ownership: 100.15%99.03% (-1.1%)

4% less funds holding

Funds holding: 166159 (-7)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$279M)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

Holders
159
Holders Change
-7
Holders Change %
-4.22%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
59
Reduced
59
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$17.1M -$2.46M -60,414 -12%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$15.7M +$1.8M +44,053 +11%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$15.3M +$2.11M +51,733 +14%
Stifel Financial
29
Stifel Financial
Missouri
$14.6M +$5.84M +143,333 +57%
TA
30
Teachers Advisors
New York
$13.3M +$841K +20,627 +6%
JP Morgan Chase
31
JP Morgan Chase
New York
$9.14M -$740K -18,154 -7%
Millennium Management
32
Millennium Management
New York
$8.77M -$33M -809,784 -77%
ECA
33
Endeavour Capital Advisors
Connecticut
$8.04M +$4.43M +108,557 +99%
PAM
34
Panagora Asset Management
Massachusetts
$7.85M -$1.33M -32,622 -13%
Citadel Advisors
35
Citadel Advisors
Florida
$7.49M -$12.8M -314,130 -61%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$7.16M +$4.15M +101,806 +110%
Charles Schwab
37
Charles Schwab
California
$6.99M +$128K +3,142 +2%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$6.01M +$1.01M +24,682 +18%
APG Asset Management
39
APG Asset Management
Netherlands
$5.59M +$375K +9,200 +6%
Prudential Financial
40
Prudential Financial
New Jersey
$5.24M -$101K -2,484 -2%
SC
41
Southside Capital
Florida
$4.88M +$5.41M +132,681 New
Macquarie Group
42
Macquarie Group
Australia
$4.38M +$2.61M +64,010 +117%
FG
43
Formula Growth
Quebec, Canada
$4.05M +$4.48M +110,000 New
GKIM
44
GW&K Investment Management
Massachusetts
$3.86M -$152K -3,717 -3%
American Century Companies
45
American Century Companies
Missouri
$3.39M +$3.76M +92,133 New
EVM
46
Eaton Vance Management
Massachusetts
$3.24M +$3.59M +88,121 New
TCIM
47
TIAA CREF Investment Management
New York
$3.08M -$3.78M -92,744 -53%
Morgan Stanley
48
Morgan Stanley
New York
$2.76M -$288K -7,077 -9%
UBS AM
49
UBS AM
Illinois
$2.47M +$333K +8,180 +14%
Deutsche Bank
50
Deutsche Bank
Germany
$2.4M -$645K -15,827 -20%