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Houlihan Lokey

168 hedge funds and large institutions have $1.76B invested in Houlihan Lokey in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $1.26B → $1.76B (+$499M)

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

12.22% more ownership

Funds ownership: 99.03%111.25% (+12%)

6% more funds holding

Funds holding: 159168 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

91% less call options, than puts

Call options by funds: $352K | Put options by funds: $4M

Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
66
Reduced
52
Closed
23
Calls
$352K
Puts
$4M
Net Calls
-$3.65M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$19.7M +$98.5K +2,233 +0.5%
TCM
27
TimesSquare Capital Management
New York
$18.2M +$17.5M +396,668 New
TA
28
Teachers Advisors
New York
$16.5M -$49.2K -1,115 -0.3%
Renaissance Technologies
29
Renaissance Technologies
New York
$16M -$10.9M -247,700 -42%
Allianz Asset Management
30
Allianz Asset Management
Germany
$15M -$6.07M -137,567 -30%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$14.3M -$8.34M -189,106 -38%
HA
32
H2O AM
United Kingdom
$12.4M +$12M +271,094 New
VBA
33
Van Berkom & Associates
Quebec, Canada
$12.1M +$11.6M +262,863 New
JP Morgan Chase
34
JP Morgan Chase
New York
$11.1M -$291K -6,596 -3%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$11M +$7.16M +162,187 +209%
PAM
36
Panagora Asset Management
Massachusetts
$10M +$226K +5,125 +2%
Charles Schwab
37
Charles Schwab
California
$9.68M +$935K +21,182 +11%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$9.6M +$2.03M +46,111 +28%
PC
39
Pier Capital
Connecticut
$8.52M +$8.2M +185,771 New
Nordea Investment Management
40
Nordea Investment Management
Sweden
$8.44M -$465K -10,531 -5%
APG Asset Management
41
APG Asset Management
Netherlands
$8.05M +$1.03M +23,300 +13%
Millennium Management
42
Millennium Management
New York
$7.1M -$3.67M -83,229 -35%
Prudential Financial
43
Prudential Financial
New Jersey
$6.3M -$220K -4,980 -3%
Macquarie Group
44
Macquarie Group
Australia
$5.45M
First Trust Advisors
45
First Trust Advisors
Illinois
$5.36M +$4.59M +104,036 +810%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.35M +$4.26M +96,433 +476%
Jennison Associates
47
Jennison Associates
New York
$4.85M +$4.67M +105,815 New
SC
48
Southside Capital
Florida
$4.58M -$1.44M -32,681 -25%
GKIM
49
GW&K Investment Management
Massachusetts
$4.17M -$613K -13,895 -13%
EAM
50
Eagle Asset Management
Florida
$4.13M +$3.97M +90,047 New